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!