Disciplined Investing in a Changing World

Thursday, April 28, 2016 (4pm - 5pm US/Eastern)


Every investor, at some point, thinks he or she can do better than “the market.” Global unrest, elections, market volatility—all feed into investors’ emotions and can work to sabotage investment discipline. Our discussion will focus on these 3 topics:

  • the difficulties and potential dangers of trying to time the market, how new presidents have—or haven’t—affected the stock market and how staying the course has historically offered better long-term results.
  • The American Funds 2016 Outlook, presented in an easily understood manner. It describes the opportunities we see around the world, with a focus on the growing consumer class in the developing world, the strong U.S. consumer and the global dividend opportunity.
  • The five retirement realities that your clients will soon face—or are facing already—and how equity income may be appropriate in helping to meet their goals.
Andrew Christos, American Funds, Madison, NJ
David P. Murphy, UBS Financial Services, Inc. , New York, NY

Registration Deadline:
Wednesday, April 27, by 11:59 p.m. (EST).

Technical Requirements:
All you will need to participate is a telephone and a computer with a high-speed Internet connection; no downloads are required!

Registration Includes:

Each registration equals one connection. Register for one connection and gather your leadership team around the screen. Or, register for multiple connections and enable school and church leaders to participate from a variety of locations.

Who Should Attend:

Ideal for heads of school, financial officers, rectors, and trustees and vestry members.

Registration Fees:

These fees are available through 04/27/2016
Name Price Available To
Members $0.00   Members
Non-members $75.00   NonMember

Cancellation and Other Policies:

Written cancellations must be received by fax, (212) 286-9366, or by email, djs@episcopalschools.org, no later than 24 hours before the webinar. Registrations submitted less than 24 hours prior to the start of the webinar are not entitled to any refund if they are cancelled.

Non-member registrants are entitled to a full refund less a $15 processing fee.

Any and all liability of the National Association of Episcopal Schools (NAES) with respect to registration, cancellations, changes in the content of the program, technology breakdowns, and refunds is limited to a sum no greater than the registration fee paid. Under no circumstances shall NAES be liable for incidental or consequential damages of any kind. Submission of registration and payment constitutes acceptance of the terms and conditions herein.

For more information please contact:

Mr. David J. Schnabel CAE
Email: davidjschnabel@gmail.com