Webinar
Cheetah + AssetMark Macroeconomic Market Update
April's Macroeconomic Market Update
In this webinar, Cheetah’s Managing Director, John Watts, is joined by AssetMark’s Christian Chan (Chief Investment Officer) and Kezia Samuel (Chief Market Strategist) for a macroeconomic overview of current market conditions. This webinar will help you:
- Stay informed: Get insights into market trends and understand the implications market dynamics have on your clients’ portfolios.
- Make smart decisions: Learn how to recognize opportunities and gain investment advice from industry experts so you can make better decisions for your clients.
- Handle market volatility: Gain resources and support to navigate challenges like market downturns and policy shifts.
About the speaker
Dave McOlgan, Regional Sales Manager, joined the team in 2021 and brings more than 25 years of sales and sales leadership experience in financial services software and technology. With a goal of making great things happen for others, he is passionate about taking on challenges in leadership, culture, processes, people, and client relationships to spur new growth.
A winning combination
Read how one Texas bank is using Cheetah and AssetMark to more competitive, re-establish its brand, and deliver the type of tailored investment solutions that today’s trust clients expect.