Episode 16: Taking Stock of the Market

Meghan Shue and Tony Roth |
Capital Considerations with Tony Roth

August 3, 2020—Never could we have predicted in January that 2020 would be unprecedented in so many ways. We face a continuing pandemic, domestic unrest, and an economy that has yet to fully reopen. As we move deeper into the summer and try to understand what the “next normal” will be, it’s time to test any previous assumptions, and pivot in the face of unparalleled change. Learn the strategies we’re considering for portfolio success.

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Episode 13: Doing Well & Doing Good—ESG Investing

Tony Roth and Steve Norcini |
Capital Considerations with Tony Roth

July 1—Sustainable investing using ESG criteria seeks to align one’s values with the goal of reaping competitive returns. Dr. Linda-Eling Lee, global head of ESG Research at MSCI and Steve Norcini, portfolio manager, Wilmington Trust ESG Equity Strategy join Tony to discuss this increasingly popular approach and how socially conscious investors can do well by both their principles and their portfolios.

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Episode 12: The Next Normal—What is the Future of America’s Classroom?

Tony Roth |
Capital Considerations with Tony Roth

June 30—What will the classroom look like when students return to school? COVID-19 has altered and accelerated changes in the way we educate, including continued remote learning to varying degrees. It also shines a light on a “palpable digital divide” across the student population as far as equitable access to technology.

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