Webinar Recording: Capital Markets - Navigating Volatile Markets in Uncertn Times

April 20, 2023

Webinar Highlights

Gerald Goldberg, JD, CIMA?, Co-Founder and CEO of GYL Financial Synergies, was joined by Michael J. Lepore, CIMA?, Managing Director of Institutional Services Chief Compliance Officer, and Crg Giventer, CFA?, as they explored today’s volatile market conditions agnst the backdrop of inflationary pressures and evolving interest rate environments.

Discussion Points

• Market Volatility and Economic Context: The panel discussed strategies for making rational decisions amidst unpredictable market dynamics. They highlighted the significance of strategic asset allocation in navigating current economic uncertnties.

• Inflation and Interest Rates: Insights were shared on how to effectively manage portfolios during times of high inflation and changing interest rates, emphasizing the importance of diversification and reevaluation of investment strategies.

Key Takeaways

1. Strategic Asset Allocation: The team underlined that a well-thought-out asset allocation strategy can provide stability in volatile markets by balancing risk and reward across different asset classes.

2. Diversification: Emphasizing how diversification helps to mitigate concentration risks, they suggested incorporating various sectors, geographies, and asset types into portfolios for better risk management.

3. Rebalancing: They recommed periodic rebalancing of investment portfolios based on market performance and personal financial goals.

Meet the Presenters

• Gerald Goldberg, JD, CIMA?, Co-founder CEO of GYL Financial Synergies: Gerald offers consulting services to corporations, municipalities, self-insurance funds, non-profit organizations, high-net-worth private clients, focusing on investment policy, asset allocation, and retirement plan structuring. His expertise also exts to lecturing and publishing articles on various investment topics.

• Michael Lepore, CIMA?, Managing Director of Institutional Services Chief Compliance Officer at GYL Financial Synergies: Michael specializes in asset management analysis and strategic investment advisor selection for institutional clients, leveraging his experience from Wells Fargo Advisors.

• Crg Giventer, CFA?, Managing Director of Portfolio Strategies: Joining the team in 2023, Crg brings over fifteen years of experience as a Partner, Managing Director, and Portfolio Manager. His career includes roles at Financial Partners Capital Management FPCM, Oppenheimer Capital, and Pioneer Investments.

Location Contact

GYL Financial Synergies operates from three offices across Connecticut and New Jersey:

• West Hartford: 75 Isham Rd., Ste 310, West Hartford, CT 06107 Phone: 844248-9998 or 860206-7400

• Westport: 55 Post Rd W, Ste 300, Westport, CT 06880 Phone: 800491-8875 or 203226-8262

• Parsippany: 1719 Route 10 E, Ste 224, Parsippany, NJ 07054 Phone: 973605-1448

Corporate Headquarters

150 East 52nd St., 16th Floor, New York, NY 10022 Phone: 646277-7310

100 West Lancaster Avenue, Ste 105, Wayne, PA 19087 Phone: 610688-0616

Eml: [email protected]

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: Copyright ? GYL Financial Synergies. All rights reserved. The information provided is for educational purposes only and should not be considered as personalized financial advice.

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