George Kaufman
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The Markets, Economy & 2025 Outlook

Jeremy Zirin, in his role as Senior Portfolio Manager, manages multiple investment portfolios; in addition, as Head of the US Equity Team, he leads the equity investment portfolio managers for UBS Asset Management. Mr. Zirin is a Chartered Financial Analyst and a member of the CFA Institute and the New York Society of Security Analysts (NYSSA). He frequently appears on CNBC and Bloomberg Television and has been quoted in the Wall Street Journal, Dow Jones News Services, New York Times and other financial publications.

Will Collins-Dean is a Senior Portfolio Manager and Vice President at Dimensional Fund Advisors. He leads a team of investment professionals who manage global equity and REIT portfolios and is Chair of the firm’s Investment Stewardship Committee. Will earned an MBA with concentrations in analytic finance, economics, econometrics and statistics from the University of Chicago, where he graduated with honors. He graduated with a bachelor’s degree in business from Wake Forest University and has been a CFA® charter holder since 2011.

Location

Date & time

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Supporting links

Kenwood Country Club

27 February , 20256:00 PM - 7:00 PM Eastern
  • Jeremy Zirin, CFA®
  • Will Collins-Dean, CFA®
  • Andrew Dempsey

Social Security Event

Location

Date & time

Speakers

Supporting links

Cincinnati, OH

12 November , 20245:30 PM - 6:30 PM Eastern

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