OneAscent Market Update: Q3 2020

OneAscent Market Update: Q3 2020

Tuesday, July 21, 2020, from 10:00 – 11:00 AM CST

Please join us for an update on the OneAscent Investment Solutions. In this webinar you will hear from Bob Doll, CFA®, of Nuveen Asset Management on his market outlook, James O'Leary, CFA®, of Henry James International Management as our manager spotlight, and a member of the OneAscent Investment Committee on current portfolio positioning.

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Bob Doll, CFA
Senior Portfolio Manager & Chief Equity Strategist
Nuveen Asset Management

Bob Doll is managing director, chief equity strategist, and senior portfolio manager at Nuveen Asset Management and a member of the board of directors for Kingdom Advisors.

He is a highly-respected authority on equities markets among investors, advisors and the media. As the author of widely-followed weekly commentaries and annual market predictions, Bob provides ongoing, timely market perspectives.

Prior to Nuveen, Doll served as chief equity strategist and senior portfolio manager of the U.S. Large Cap Series equity team at BlackRock.

Bob graduated with a B.S. in Accounting and a B.A. in Economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and holds the CFA designation from the CFA Institute.

James O'Leary, CFA
Chief Investment Officer
Henry James International Management
.
.Jim O’Leary is the chief investment officer and senior portfolio manager for all HJIM Strategies, and has over thirty years of experience in the securities industry.
Since 1999, James has focused his investment knowledge on the international markets where he develops and manages portfolios in both foreign developed and emerging markets as well as socially responsible investing (SRI) and environmental, social and governance (ESG) portfolios.
James started his career at MPT Associates as an Analyst. He subsequently held the position of vice president at Federated Investment Counseling, followed by managing director at Lexington Management Corporation. Prior to launching HJIM, James O’Leary was senior portfolio manager at Navellier & Associates, Inc.
James is a CFA charterholder and holds a Bachelor of Business Administration from Bowling Green State University and an MBA in marketing and finance from the University of Cincinnati.

Additional Resources

Weekly Investment Update - July 13th (commentary)
Monthly Investment Update - July 6th (commentary)
W hat is Values-Based Investing? (video)

OneAscent Market Update: Q3 2020

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Tuesday Jul 21, 2020
10:00 AM - 11:00 AM CDT

July 21, 2020
10:00AM-11:00AM

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Website

https://register.gotowebinar.com/register/3391699110720751118

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