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Annual presentation from Goldman Shelby investment team discussing the major themes facing capital markets in 2023 and how they will affect client portfolios.
Goldman Shelby presents its mid-year investment outlook in partnership with the Portland and Puget Sound Business Journals. Originally aired July 13, 2022.
Wealth Management Insights Forum: Managing Wealth through Transitions. May 5, 2022.
Recording of our 2022 Investment Outlook presentation.
Video recording of the webinar hosted on October 13, 2021 titled, “Certain Strategies for Uncertain Times.”
On Thursday, June 10, we hosted a conversation on clothing and the relationship we have with our wardrobes in a post-pandemic world. The discussion was hosted by Kirstin Havnaer of Goldman Shelby and featured Scarlet Chamberlain, stylist and jewelry designer, Lily Sheehan, associate professor at Oregon State University and Betsy Warren, clothing curator and owner of the Bliss House Museum.
To view a recording of this virtual event, please click on the button below.
Our Wealth Managment Insights Forum recording can be accessed here. Topics covered included financial spring cleaning, potential new tax policies, strategic savings and spending priorities and steps toward establishing a wealth plan.
On November 20, we hosted a post-election discussion with Dan Clifton, head of policy research at Strategas Securities.
On October 20, our firm hosted a mid-quarter Investment Strategy Update webinar presented by Chief Investment Officer, George Hosfield, CFA, and Head of Fixed Income, Brad Houle, CFA.
A recording of the webinar we hosted on October 1, 2020, titled The Future of ESG: Through a Quantitative and Qualitative Lens.
On September 3, our managing director, Steve Holwerda, sat down with former University of Oregon Head Football Coach, Rich Brooks, for a discussion about the 1994 season and trip to the Rose Bowl and anecdotes on coaching and success.
Video recording of our mid-quarter Investment Strategy Update webinar which was presented on August 27, 2020.
Video recording of our wealth management webinar, “The Known and Unknown,” which was presented on August 18, 2020.
Please click on the below image to view the recording of the Investment Strategy webinar given on July 22 by Chief Investment Officer George Hosfield, CFA, and Brad Houle, CFA, our head of fixed income.
On June 22, members of our wealth management team revisited timely strategies regarding retirement, charitable and estate planning.
On Wednesday, June 10, our Chief Investment Officer, George Hosfield, CFA, and our investment team analysts Ralph Cole, CFA, Brad Houle, CFA, Peter Jones, CFA, Shawn Narancich, CFA, and Jason Norris, CFA, gave a webinar where they discussed our sector-specific outlook in a post-COVID world.