Advisor/Client Forums and Webinars

Our Library of Our Educational Conference Calls and Webinars

City National Rochdale prides itself in offering a series of educational conference calls and webinars for our Partner Advisors, CPAs, and Clients. 

If you would like to be added to our distribution list so you can participate live in our conference calls and webinars, please send an email to

    February 1, 2018
    Everything clicked for investors in 2017. Returns were high across the board -- and in virtually every major asset class -- while volatility remained at record lows. As we turn the page to 2018, can investors expect more of the same, or should they prepare themselves for moderate returns and choppier markets?
    2018 Equities Outlook: Will the Secular Bull Run Continue?
    December 14, 2017
    As this year of political uncertainty comes to an end and with U.S. tax cuts on the horizon, it's time to look ahead to 2018. Can tax cuts meaningfully stimulate the economy and corporate earnings growth? Who will benefit from the potential outcomes?
    December 5, 2017
    The City National Rochdale Emerging Markets Fund recently hosted its webcast for the third quarter of 2017. Senior Portfolio Manager Anindya Chatterjee reviewed quarterly performance, strategy, and holdings, and discussed his market outlook for Emerging Asia.
    November 3, 2017
    An important aspect of this almost unprecedented bull market has been the significant increase in passively managed ETFs. Relatedly, many have questioned the value-add that active managers can provide to investors. We believe there will be a paradigm shift in the near future whereby active managers will shine. Please join Garrett D'Alessandro, CEO and CIO, and Tom Galvin, Managing Director and Senior Portfolio Manager, as they present this webinar focused on the benefits of active management. Their discussion will cover the following: - What common misconceptions the media has about ETFs - Why we think active management will be particularly important in bear markets - Strategic and tactical asset allocation and what makes City National Rochdale unique - How City National Rochdale actively manages risks in portfolios and in equities
    June 28, 2017
    2017 so far has been marked by a synchronized global upturn, rising corporate profits, and cycle-low volatility…but the cloud of political uncertainty hangs overhead. Are there enough reasons to stay positive as we move into the second half of the year? In this webinar, Garrett D’Alessandro, CEO and CIO, and the City National Rochdale investment strategy managers will share an update on the firm’s 2017 outlook and strategy, including the following: - Update on how the current political environment is impacting both domestic and global markets and economies - Sector-specific overviews: U.S. equities, high dividend and income equities, taxable and municipal investment grade bonds, high yield bonds, municipal high yield bonds - City National Rochdale’s investment strategy for a continued globally synchronized economic expansion
    May 31, 2017
    The economic expansion is about to enter its ninth year in the U.S. and its eighth year globally. Although it has been a shallow recovery and expansion, it shows very little signs of fading. We expect it to continue on this trajectory, but what are the reasons behind our optimistic outlook? Please join City National Rochdale Managing Director, Senior Portfolio Manager, and Asset Allocation Committee member Paul Single as he presents on the following topics and more: - Global economic trends, recent events and implications for U.S. and global markets - Central bank actions, inflationary trends, trade risks/protectionism - Review of the U.S., UK, Europe, Japan, China and parts of the emerging economies - Market reactions to specific events, like Brexit and the French election, and others
    April 26, 2017
    *Open to financial professionals only* Investors seeking high income for retirement are facing greater challenges; gone are the days of high yields from bonds and fixed income investments. Consequently, it is difficult to generate current income on retirement portfolios and it is especially tough for investors with a low risk tolerance. Please join Senior Investment Consultant Julz Schwingler as she focuses on an intelligent income approach, citing specific case study examples. During this webinar, you will learn: - Strategies that may help you attract new prospects and manage your client relationships more effectively - An intelligently personalized approach to crafting portfolios - How to leverage a variety of asset classes and strategies designed to work in concert to fulfill a client’s unique need for income

  • The information presented does not involve the rendering of personalized investment, financial, legal or tax advice. Nothing presented herein is an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. Any opinions, projections, forecasts and forward looking statements presented herein are valid on as of the date of these documents and are subject to change.

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