Quarterly update with brief overviews of equity and fixed income markets, the economy and industry trends.  While we can’t control the markets, we can understand the factors affecting them and their implications.

This session will cover the current market environment, historical perspective and planning for the future.

Ivy Hosts: 

David Borberg, CFA - Client Portfolio Manager

David Borberg is a member of the Client Portfolio Manager team, focusing on U.S. equity strategies. As part of the investment team, our Client Portfolio Managers are integrated into the research and investment process. They are responsible for articulating individual investment strategies and updates to clients. They also provide portfolio and investment knowledge to the Product Management and Product Communications groups, contributing to the depth and consistency of product content.

Sam Ahern - Regional Vice President

Mr. Ahern supports each Waddell & Reed advisor’s practice in his region through increased product knowledge, educating on all Ivy products, as well as a range of value add programs. His commitment to Waddell & Reed advisors serves to assist in
building an advisor’s practice with the latest product, market and practice management insight.

_{^{This event is meant for educational purposes only.  It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions. (04/21)}}