Watch now to hear Brad Long, CFA, Managing Partner and Chief Investment Officer share our exclusive First Quarter 2024 Capital Markets Update insights in this video. Tune in for important perspectives on:
• Critical market themes that shaped the first quarter
• How market performed relative to our annual forecasts
• A glimpse into our projections for the future direction of portfolios
Webcasts
Bob DiMeo, Devon Francis and Jon Fellows provide expert perspectives and guide you through the findings of the Cultural Institutions Investment Policies, Practices and Performance Study:
• Current insights into investment practices among cultural institution peers
• Strategies for more effective financial stewardship in uncertain times
• Discussion and guidance on best practices in investment management today and beyond
Should you have questions or if you would like to dive more deeply into some of the topics covered in the webcast, please contact museumstudy@fiducient.com.
Nick Breit, Partner, Director of Financial Planning and Sarah Hinman, Principal, Senior Consultant, The Wealth Office® provide a brief and informative overview of our 2024 Financial Planning Guide.
Join Sabrina Bailey, CEO and Brad Long, Managing Partner, Chief Investment Officer for our annual capital market forecast and outlook for 2024. This informative and concise webcast will cover:
• Our 2024 Outlook – Prepare not Predict
• Updated capital market forecast including return expectations and risks
• A brief update on Fiducient Advisors
The private markets landscape has shifted amidst Central Bank interest rate increases as LPs, GPs and intermediaries have navigated with increased caution. This has resulted in reduced deal activity, lower asset valuations and a trend towards less-leveraged, smaller deals.
Fiducient Advisors’ Michael Sustarsic, CFA, Angelique Pappas, CFA and Brad Long, CFA provide an update on our strategic approach to private markets along with the latest valuable insights.
This video is intended for the exclusive use of clients or prospective clients of Fiducient Advisors. The information contained herein is intended for the recipient, is confidential and may not be distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecasts represent future expectations and not actual returns; volatilities and correlations will differ from forecasts. This video does not constitute a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisors’ research and professional experience, and are expressed as of the date of this video. Please consult with your advisor, attorney, and accountant, as appropriate, regarding specific investment advice. Past performance does not indicate future performance, and there is a possibility of loss.
