In the January issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he details the path forward amid the arrival of effective vaccines and a new administration with a unified government under Democrat control. He provides an overview of three key investment domains and details the importance of having a proper investment plan to help investors emerge unscathed on the other side.
On Tuesday, December 15, Chief Scientist at Dolby Laboratories Dr. Poppy Crum joined Chief Investment Officer Tony Roth and Head of Equity Research Andrew Hopkins, CFA, to discuss technology’s role post COVID. Watch as they delve into the implications for the human experience and your portfolio.Please see important disclosures at the end of the webinar.
December 14—Chief Investment Officer Tony Roth and Harvard Law Professor Robert Sitkoff discuss ESG (environmental, social, governance) investing principles and how trustees may—or must—incorporate them into portfolios. Then, Portfolio Manager Steven Norcini weighs in on our ESG strategy.Robert Sitkoff, John L. Gray Professor of Law at Harvard University Please listen to important disclosures at the end of the podcast.