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RECENT PROGRAMS

ABBY JOSEPH COHEN, SAVITA SUBRAMANIAN & MILA GETMANSKY SHERMAN SHARE POWERFUL FINANCIAL CAREER ADVICE

In a “Tearing Down the Pink Wall” event, three top women in finance, former super star strategist, now business school professor Abby Joseph Cohen, top ranked equity strategist Savita Subramanian and leading business professor Mila Getmansy Sherman share their journeys to making it to the top in finance.

FINANCIAL THOUGHT LEADER JAMES  GRANT SHARES FOUR DECADES OF INVESTMENT WISDOM AND INSIGHTS

Part 2 of 2: As Grant’s Interest Rate Observer marks its 40th anniversary, founder and editor James Grant shares his insights on the Fed, markets, and successful investors.

DECLUTTERING PORTFOLIOS TO STREAMLINE YOUR RETIREMENT WITH CHRISTINE BENZ  

Part 2 of 2: How to streamline your retirement planning by decluttering and consolidating accounts with Morningstar’s retirement guru Christine Benz

THE HUGE IMPACT OF HIGHER YIELDS ON RETIREMENT PLANNING WITH PERSONAL FINANCE GURU CHRISTINE BENZ 

Part 1 of 2: From lowering your stock exposure to increasing your withdrawal rate, Morningstar’s personal finance guru, Christine Benz, describes the positive impact higher yields are having on retirement planning.

FIVE-STAR FUND MANAGER, MATTHEW MCLENNAN DISCUSSES THE MULTIPLE RISKS FACING “COMPLACENT” MARKETS

Leading global fund manager, Matthew McLennan discusses the multiple risks facing “complacent” markets and his strategies to navigate them at First Eagle.

LEADING STRATEGIST JASON TRENNERT IDENTIFIES MAJOR INVESTABLE THEMES FOR 2024   

In a wide-ranging interview, strategist and economist Jason Trennert shares his views of the economy, markets, and some major investable themes for 2024.

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