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 info@cnr.com.

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    April 27, 2018
    Recent market swings have made investors sit up straighter these past few weeks and perhaps question their portfolio strategy. However, it’s important to focus on the signal and not the noise. Years of easy monetary policy helped drive a period of historic market stability in 2017, and the recent uptick in volatility should be considered a return to a more normal environment. And a sound strategy can help investors find opportunity amid the turbulence. Please join Chief Investment Officer Matthew Peron and Chief Executive Officer Garrett D’Alessandro as they discuss our approach to preparing client portfolios for what’s to come.
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    April 5, 2018
    With continued global growth, an uptick in inflation and late stage fiscal stimulus the Federal Reserve is expected to materially increase interest rates in 2018. Will this year finally mark the official end to the bond bull market? Are negative total returns on the horizon for fixed income investors or will a more hawkish Fed lead to slower growth and falling long-term yields? Please join Director of Fixed Income, Greg Kaplan and Senior Portfolio Managers Mike Taila and David Krouth to address the increasing complexities of the fixed income markets and where investors should be focused for the remainder of 2018.
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    March 23, 2018
    As we settle into 2018, rising interest rates continue to be an increasing worry for income-oriented investors. In addition, given the longevity of the bull market, investors continue to question how much longer positive returns can last. What are the benefits of dividend stocks versus other types of investments, especially given the recent passage of tax cuts?
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    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?
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    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?
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    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.
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    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
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    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
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    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

  • 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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