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How to Invest During a Recession?

Worried about a recession? If there is a recession what will happen to the markets? What’s the impact on my retirement portfolio? What can I do about it? Becker Orr Wealth Management hosted a dinner seminar on April 20, with the goal of answering those questions. Special guests discussed alternative strategies that are uncorrelated with markets and have historically provided consistent returns in good and bad economic environments. Dennis Mitchell, CEO and CIO of Starlight Capital, and Michael Baker, Director, Sales, of ICM Asset Management both presented. As well, Portfolio Managers Clinton Orr and Kevin Becker, provided an update on the markets and moderated the question-and-answer session. This Dinner Seminar was originally hosted on April 20, 2023. 0:00 Intro 1:57 CGWM & Team Overview 4:11 Why we could see a recession 8:50 Why we might avoid recession or experience a soft landing 11:45 What we can do about it 14:55 Private Infrastructure - Dennis Mitchell 34:02 Music Royalties - Michael Baker 47:13 Question & Answer - Round Table Have a question or want to review your financial plan? Chat with us! Visit: https://www.beckerorr.com/chat-with-us

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2 года назад
12+
16 просмотров
2 года назад

Worried about a recession? If there is a recession what will happen to the markets? What’s the impact on my retirement portfolio? What can I do about it? Becker Orr Wealth Management hosted a dinner seminar on April 20, with the goal of answering those questions. Special guests discussed alternative strategies that are uncorrelated with markets and have historically provided consistent returns in good and bad economic environments. Dennis Mitchell, CEO and CIO of Starlight Capital, and Michael Baker, Director, Sales, of ICM Asset Management both presented. As well, Portfolio Managers Clinton Orr and Kevin Becker, provided an update on the markets and moderated the question-and-answer session. This Dinner Seminar was originally hosted on April 20, 2023. 0:00 Intro 1:57 CGWM & Team Overview 4:11 Why we could see a recession 8:50 Why we might avoid recession or experience a soft landing 11:45 What we can do about it 14:55 Private Infrastructure - Dennis Mitchell 34:02 Music Royalties - Michael Baker 47:13 Question & Answer - Round Table Have a question or want to review your financial plan? Chat with us! Visit: https://www.beckerorr.com/chat-with-us

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