Upcoming events

5 ways technology will change how you age

We’re living longer, and healthier, than our predecessors thanks to dramatic advancements in health care over the last century. And now, thanks to technological innovations, the way we age is transforming from living longer to living better.

Join Michael Lynch as he shares fascinating research from the MIT AgeLab that explores a new array of devices and services that can help us stay healthy, active, and engaged as we age.  

Market Update

Join us for a timely discussion with Jeremy Zirin, CFA®, Senior Portfolio Manager, Head of the Private Client US Equity Team with UBS Asset Management, & Will Collins-Dean, CFA®, Senior Portfolio Manager with Dimensional Fund Advisors.

5:30 p.m. – Registration & Refreshments
6:00 p.m. – Program Begins
7:00 p.m. – Program Ends

Complimentary hors d’oeuvres & wine

CIO House View Monthly Livestream

Join the Chief Investment Office for a live video conversation on markets the first Thursday of every month. A replay will also be posted to the site the following day. 

Own Your Worth | Tradition, Trust and Time

Women continue to make great strides in education, work force participation and career advancement, and they are contributing more to their families’ incomes than ever before.

Our research revealed that many women, including those who are breadwinners, are less likely than men breadwinners to decide where their earnings go and feel less knowledgeable about investing. We found, however, that women were very clear about their financial priorities, citing a number of long-term planning considerations as highly important.

At our event, you’ll hear from four accomplished women professionals who will provide insight on their areas of expertise as well as their unique views as women. They will explore family & advisory, longterm planning, the importance of simplifying access to information to minimize the time burden of financial engagement, as well as the latest, compelling statistics on women and finances.

We hope you can join us!

Election and policy insights | How will an election year impact your portfolio?

With 2022 mid-terms in the rearview mirror, all eyes are turning to the 2024 presidential contest. How should you position your portfolio for an election year?

Join us for a panel discussion moderated by Brian Hull, Vice Chairman Americas with political experts Shane Lieberman, Executive Director, Federal Affairs Manager and Grady Smith, Senior Investment Director and Vice President, Dimensional Fund Advisors. They will share their insights on issues and debates that will shape Washington in 2024 and key financial planning considerations for this type of environment.

Don’t miss this opportunity to hear their perspective.