On July 19, we hosted a must-see webinar featuring insight and perspective from two veterans of the capital markets: Anu Gaggar CFA®, FRM, CFP®, Vice President, Capital Markets Strategist at Fidelity, and Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute.
In addition to discussing the current market environment with host Robert J. Collins (Bob), XML Co-CIO & Managing Director of Collins Investment Group, the webinar also featured insights into:
Anu Gaggar, CFA®, FRM, CFP®, is a Vice President with the Capital Markets Strategy group at Fidelity Institutional® (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
Scott Wren is Senior Global Market Strategist for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Scott is a member of the Investment Strategy Committee, which is the team that produces strategy and guidance recommendations for global financial, real asset, and alternatives markets. With his knowledge of the financial markets, he is often quoted in national media outlets including Reuters, The Chicago Tribune, The Los Angeles Times, The Washington Post, The Associated Press, and The Wall Street Journal. He frequently appears in interviews on Bloomberg Television, the Fox Business Network, and CNBC's “Nightly Business Report."
Robert J. Collins has maintained a reputation for integrity and insightful investment advice throughout more than three decades in the financial services industry. Bob has built a team that is dedicated to earning each client’s trust and a focus on providing sound, personalized attention with the highest level of professionalism. As Co-CIO & Managing Director of Collins Investment Group, a division of XML Financial Group, Bob combines his belief in personal excellence with the support of a collaborative team of professionals and the resources of a large custodial financial institution. Prior to joining XML Financial Group, Mr. Collins was Managing Director and CEO of Collins Investment Group which operated as an independent business model within the Wells Fargo Advisors Financial Network. Prior to founding his own business, Mr. Collins spent more than a decade as a Managing Director – Investments at Wells Fargo Advisors. Bob is a portfolio manager entrusted to manage client portfolios with discretionary authority through the Private Investment Management (PIM) program.
*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.