Insightful Webcasts

Executive Director of UC San Diego’s Brandes Center, Bob Schmidt and Director, Private Client Sales, Matt Johnson discuss stock market volatility, uncertainty and how to manage client emotions during periods of stress. 

Director of Investments Brian Matthews, CFA provides our outlook on value investing in this Citywire Due Diligence Report.

Disclosures

Brandes Director of Investments Brent Fredberg and Director, Private Client Sales, Matt Johnson discuss the non-linearity of value runs, inflation and interest rates, and misconceptions about value stocks and recessions.

During this 3-session course, members of Brandes Investment Partners and UC San Diego’s Brandes Center walk you through essentials from Graham’s iconic book “The Intelligent Investor.”

Join us for these three 1-hour modules for an in-depth examination of the value investing philosophy and its practical application. 

Managing Director, Investments Group, Ken Little, CFA recently participated in AssetTV’s Masterclass: Value’s Resurgence. Watch the discussion on the macroeconomic environment, value’s outperformance compared to growth, and potential opportunities.

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A discussion on China’s journey through decades of relentless transformation. Topics include: China’s rise on the world’s economic and geopolitical stage; China’s economic outlook and challenges; China within the emerging markets equity asset class

Investments & Wealth Institute^® accepts China: Then and Now for one hour of CE credit towards the CIMA^®, CPWA^®, CIMC^®, and RMA® certification. The CFP Board^® accepts China: Then and Now for one hour of CE credit towards the CFP^® certification. If you provided the required information during the webinar registration process, stay for the entire session, and successfully complete the 10-question quiz on the viewer console, Brandes will report your attendance.

As Boomers enter traditional retirement years, they may wonder whether their retirement money will last for the rest of their lifetimes. In this webcast, we’ll draw on research from diverse Brandes Institute projects and present a comprehensive, objective look at various asset allocation plans. We'll also discuss potential missteps Boomers may make, as well as practical suggestions and tips on how to avoid these potential mistakes.

Investments & Wealth Institute® accepts Are Boomers Really OK? A Survival Guide for Retiree Assets for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. The CFP Board® accepts Are Boomers Really OK? A Survival Guide for Retiree Assets for one hour of CE credit towards the CFP® certification. If you provided the required information during the webinar registration process, stay for the entire session, and successfully complete the 10-question quiz on the viewer console, Brandes will report your attendance to these organizations.

By one definition, a “quality shareholder” analyzes company fundamentals, holds substantial stakes in a few for the long-term, and engages with management on specific challenges. Today, such shareholders appear to be the minority. Our panelists will explore the implications of this dynamic and related topics such as governance and performance potential.

Amid short-term pressures, how could investors and organizations draw on structural and cultural elements to enhance decision-making and retain focus on long-horizon goals? The panelists review aspects of investment beliefs, governance, aligned interests and people and provide practical examples for implementation.

Institutional asset owners face daunting challenges today: meeting return targets, greater complexity and costs, changing asset allocation strategies and shifting demographics among constituents. Our panel of experts shares insights on these issues and others, as well as practical approaches for addressing them.

Terms such as big data, artificial intelligence and machine learning are revolutionizing aspects of the investment landscape. What innovations are affecting asset owners, asset managers and investors? What are the latest developments and what may the future hold?

Get beyond the headlines to learn about emerging markets performance drivers and the potential catalysts for value stock performance. Discover the value opportunities Brandes has found amid heightened market volatility. With insights shared by Matt Johnson, Louis Lau, CFA, and Gerardo Zamorano, CFA, understand the potential catalysts that could help spur a recovery.

Startled by your recent account statement? Finding it challenging to stay focused and fully invested when markets are anxious? Get tools and techniques to help manage your way through any economic crisis and pursue your investment goals over the long term. Join Matt Johnson and Bob Schmidt for an insightful chat featuring practical ideas from behavioral finance to apply to your investments.

Decisions about investing are, sadly, not always based on facts and knowledge. Emotions that attach themselves to money can prompt unwise and impractical behaviors. Discover how behavioral biases can undermine—or even damage—prospects for long-term investing success. Bob Schmidt discusses ways to address and overcome common misperceptions and embrace rational decision-making that supports intelligent investment choices.

Accepted for one hour of CE credit towards CFP®, CFA® and CIMA®, CIMC® or CPWA® certifications. On the registration page, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID. You will need to self-submit the credit to the appropriate board using the Certificate of Completion for CFA and CIMA. The Certificate for Completion is located at the bottom of the webcast console and will be available after you pass the CE test which is also located at the bottom of the console. For CFP credit, RIA Channel will submit on your behalf.