Upcoming events

Pickleball

Pickleball 101: 8:30 am - 9:30 am
Open Play: 9:30 am - 11:45 am 
Lunch: 12:00 pm 

17th Annual Family Forum

Please join us for our 17th Annual Family Forum, a half day of educational sessions and financial insights tailored for every generation. Trillium Partners is excited to be back at Capital City Club for this year’s event and have crafted a lineup of topics that address the uncertainty in what lies ahead for the remainder of the year and beyond, including the implications of the outcome of the upcoming presidential election.

Over the past year, we continued to see the lagging impacts of the Fed’s interest rate hikes make their way through global markets. While investors began the year expecting multiple rate cuts, investors today have revised expectations downward and continue to wait for the Fed’s next move. Innovation in technology has been driving this year’s stock market momentum, fueled by the expectations of Artificial Intelligence’s impact on businesses and the labor market. The adoption of digital assets has also seen momentum this year with the SEC’s approval of Bitcoin Spot ETFs and the Financial Innovation & Technology Act making its way through congress with bipartisan support.

In today’s rapidly changing world, understanding the psychology of investing is important to understand how these headlines affect investor behaviors and ensure that any decisions made are done so with emotional clarity and discernment. Families must begin having open and effective conversations around wealth, as we are expected to go through a historic global wealth transfer in the coming years, which can be challenging if heirs are left in the dark.

We look forward to continuing these conversations in July, where we will have subject matter from experts across our industry deliver these insights. Our goal is to bring families and friends together for engaging conversations that help empower individuals to make educated decisions and inspire further conversations. We encourage you to bring those who are important to you, as we look forward to hosting you, your family, and friends.

Education schedule

8:00 – 8:45 a.m.	Registration and breakfast
8:45 – 9:00 a.m.	UBS opening remarks
9:00 – 9:50 a.m.	Morning keynote: Mid-Year Election Outlook Jennifer Flitton, Head of US Government Affairs, Invesco Adam Scheiner, CFA®, Senior Portfolio Manager Equities, UBS Global Asset Management Dominic Schagar, Senior Investment Equity Specialist, UBS Global Asset Management
10:00 – 10:50 a.m. Breakout sessions	Session A Market Update—Second Half 2024 and Beyond Shakeel Barkat, CIMA®, Director of Fixed Income Markets, Capital Group Adam Scheiner, CFA®, Senior Portfolio Manager Equities, UBS Global Asset Management Dominic Schagar, Senior Investment Equity Specialist, UBS Global Asset Management Session B Perspectives on Artificial Intelligence Chris Darragh, Vice President Americas, Retail Client Business, Goldman Sachs
11:00 – 11:50 a.m. Breakout sessions	Session A The State of Digital Assets Kathy Kriskey, Senior Commodity Strategist, Invesco David Knowlton, CFA®, Head of Product Galaxy Asset Management Ric Golubov, Vice President, Digital Assets Business Development, Franklin Templeton Session B The Psychology of Investing Michael Graci, AIF, Director, Business Development Consultant, BlackRock
Noon – 12:30 p.m.	Lunch
12:30 – 1:30 p.m.	Afternoon keynote: Generational Wealth Conversations Doug Horton, CRPC®, Vice President, Business Development Consultant, MFS Investment Management
1:30 – 1:45 p.m.	UBS closing remarks

Into the Future: Is there a place for Bitcoin ETFs in a 401(k) Lineup?

Following the 10 January US Securities and Exchange Commission (SEC)
approval for exchange-traded funds (ETFs) that invest directly in Bitcoin,
funds have opened their doors to new investors and one existing Bitcoin
Trust converted to an ETF. While part of the initial excitement for Bitcoin
ETFs was based on the hope of large inflows from institutional investors
who sought a more liquid way to allocate to the asset class, there remains
some challenges for the fundamental investment case for crypto.

Save the date to join us for a panel discussion on the latest updates from
Spot Bitcoin ETF issuers and considerations fiduciaries must be aware of
when considering Spot Bitcoin ETFs in a 401(k) lineup. A formal invitation
will follow which will include our speaker lineup and event location.

Back to the future: will 2024 be the year of the pension comeback?

Recent news headlines have highlighted private and public institutions that are moving towards supplementing their defined contribution plans with pension plans. Recent legislation and economic conditions may be creating a favorable environment for corporate pension plans. In the long run, this can be financially efficient for companies and can possibly contribute value to the corporate balance sheet through higher employee retention. Employers seeking to differentiate themselves in a competitive labor market might consider the renewed merits of pensions plans.

 

Join us for an open conversation on ways to combine defined contribution plans and defined benefits in a way that works for your employees and your institution.  

15th Annual Fiduciary Forum

Trillium Partners invites you to save the date for our upcoming Fiduciary Forum. We look forward to having you join us for a day of educational insights that are catered to retirement plan sponsors & fiduciaries.

Complimentary breakfast & lunch will be provided. CE hours will be available.

For more information, or questions about last year's event, please contact us at trilliumpartners.com.

Business Owner Forum - Navigating current human capital challenges

Economic uncertainty, tight labor markets, inflation, and higher interest rates have created challenges for business owners and human resource professionals. Retaining human capital within small business has been cited as a top priority among business owners. Additionally, in the tightest credit market in over a decade, business funding has become more and more challenging.

Join us for lunch at our 2nd Business Forum for a discussion tailored exclusively for business owners. You will hear from speakers from UBS, Paychex & Invesco as they cover topics that are top of mind including the below.

• Outlooks on the US economy and how businesses will be impacted
• Advantages of outsourcing human resource services
• Perspectives on the current labor market & best practices in retaining top talent.

RSVP by Tuesday, December 12^th

Complimentary lunch will be provided. Arrival Instructions provided upon RSVP.