facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

"MEET THE MANAGER" WEBINAR SERIES

As global investment advisors, we work with a variety of managers in our portfolio construction process. Therefore, we are excited to announce the launch of our new "Meet the Manager" webinar series, with the goal of introducing you to the various portfolio managers and funds we partner with.

The first webinar in the series will take place on Wednesday, February 24 at 9am CT and introduce you to the experts at Harding Loevner, discussing International Equity and high-quality, growing companies outside the US.

REGISTER HERE

When: Wednesday, February 24 at 9am CT
Who: Harding Loevner and Intercontinental Wealth Advisors
What: Webinar on International Equity
*Registration required to attend webinar


Webinar Panelists:
Intercontinental Wealth Advisors
Alfredo La Rosa, CFA, Chief Investment Officer
Juan Pablo Villamarin, CFA, CAIA, Senior Research Manager
Daniel Garza, CFA, Research Analyst

Harding Loevner
Bryan Lloyd, CFA, Portfolio Manager, International Equity
Jay Green, Manager, Institutional Business Development

In a world where business knows no borders, successful investing should not be limited by geographic registration boundaries. Strong business models exist and will continue to spur from diverse locations around the world. Join us in a discussion with Harding Loevner, a company that has dedicated their resources to identify companies outside of the United States with strong governance, solid balance sheets, superior growth prospects and competitive moats. The discussion will start by exploring how and why Harding Loevner has been successful identifying good investments around the world, the main lessons they have learned along the way, and the main opportunities they see in the future.

Make sure to mark your calendars for these other upcoming webinars in our "Meet the Manager" series - more info coming soon:

DOWNLOAD SPECIAL REPORT: NAVIGATING THE "NEW NORMAL" AS AN ACCREDITED INVESTOR TODAY