April 13, 2022

VIDEO: Leith Wheeler Outlook 2022

We recently hosted our annual Outlook event for Leith Wheeler clients, at which Portfolio Manager Cindy Huang interviewed our President, CEO & Head of Fixed Income, Jim Gilliland, our Head of Global Equities, Virginia Au, and VP & Portfolio Manager, Michael Schaab. The four covered several important topics this year:

• An Economic and Market Outlook, including coverage of inflation and return expectations for equities, bonds, and balanced strategies
• An introduction to the Leith Wheeler Global Equity team (which now manages a concentrated strategy for Private Clients), touching on Ukraine and including investment process and stock examples
• A primer session on Private Assets and a sneak peak at the upcoming Leith Wheeler Private Asset Fund

Please enjoy the video replay posted below, and feel free to right click and share this link as you like!

Full Video

Market Outlook with Jim Gilliland (run time is 27:22)

Global Equities with Virginia Au (run time is 20:31)

Private Assets with Michael Schaab (run time is 12:03)

Author

Cindy Huang

Principal, Portfolio Manager - Private Clients & Foundations

Jim Gilliland

Managing Principal, President & CEO - Head, Fixed Income

Virginia Au

Principal, Portfolio Manager - Head, Global Equity

Michael Schaab

Principal, Portfolio Manager - Head, Foundation Clients