Webcasts

Get valuable, advisor-only insight on market conditions and issues affecting your business.

February 17, 2021

Tax season in the Biden era

Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group
Paul Drury, CFA, Portfolio Manager

February 11, 2021

The case for value stocks in 2021

Lauren DeMore, CFA, Portfolio Manager
Darren Jaroch, CFA, Co-Head of Global Asset Allocation
Jyotsana Wadera, Senior Investment Director, Equities

January 13, 2021

Putnam's 2021 Investment Framework

Chris Galipeau, Senior Market Strategist
Brian Sullivan, Central Region Manager

November 18, 2020

Year-end planning strategies

Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group

November 5, 2020

Post-election update on markets and taxes

Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group
Chris Galipeau, Senior Market Strategist
Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam

October 14, 2020

The role of value investing post-election

Lauren DeMore, CFA, Portfolio Manager
Darren Jaroch, CFA, Co-Head of Global Asset Allocation
Jyotsana Wadera, Senior Investment Director, Equities

September 24, 2020

Washington to Wall Street pre-election update

Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group
Chris Galipeau, Senior Market Strategist

September 9, 2020

Investing for the new decade

Richard Bodzy, Portfolio Manager
Gregory McCullough, CFA, Portfolio Manager
Jyotsana Wadera, Senior Investment Director, Equities

August 6, 2020

Fixed income opportunities and uncertainty

Bill Kohli, Co-CIO, Putnam Fixed Income
Jo Anne Ferullo, CFA, Senior Investment Director

June 25, 2020

Opportunities in small-cap growth

Bill Monroe, CFA, Portfolio Manager, Putnam Small Cap Growth Fund
Caroline Edwards, CFA, Senior Investment Director and Team Leader, Equities

June 10, 2020

Measuring the impact of sustainable investing

Katherine Collins, CFA, MTS, Head of Sustainable Investing
Stephanie Dobson, Portfolio Manager
Caroline Edwards, CFA, Senior Investment Director and Team Leader, Equities

May 14, 2020

Constructing an all-weather glide path

Brett Goldstein, CFA, Portfolio Manager, Global Asset Allocation
Brendan Murray, Senior Investment Director, Global Asset Allocation
Steven McKay, Head of Defined Contribution Investment Only