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As the new year approaches it is the perfect time to begin reflecting on the past year and look forward to the next. At Portfolio Stewards, we are reviewing our investment strategies for the upcoming year, and checking in on their outlook for the upcoming year in order to position every portfolio for success. We manage some of our portfolios directly but for others we hire external managers. These experts do more than just manage a portion of your portfolio. When they are brought on, we are hiring their specific knowledge, experience and expertise. It is essential for us to maintain an open line of ongoing communication with these managers.
On the evening of January 25th at 7:00 PM, we will be conducting a virtual roundtable discussion with a group of celebrated portfolio managers in order to tap into their views about the upcoming year.
Tuesday, January 25, 2022
Who Should Attend?
- Wealth Stewards Clients
- Business Owners
- Our Accountant Affiliates
- Your Friends and Colleagues
Why Should you Attend?
Our guest panelists are plugged into financial markets but also into the world’s economies and industry trends.
Outlook 2022 is not a sales pitch but a roundtable featuring some great minds (both Canadian and International) discussing trends and how they will affect world economies and financial markets. Rather than getting information second hand from our Wealth Advisors, Outlook 2022 gives you direct access to portfolio managers and experts.
Meet the Panelists
More panelists will be added shortly to this list as they are confirmed
Kenneth W. Gronbach
Kenneth W. Gronbach is a gifted keynote speaker and nationally recognized author, expert and futurist in the field of Demography and Generational Marketing. He makes the science of shifting demography come alive with real life examples which make it relevant to today’s culture, business climate and economy.