Presentation Replay – 2023 Fall Client Event

We just completed our annual Fall event series, both in person throughout the Bay Area and virtually. We recorded the virtual session for those who had the interest but were unable to attend.

The presentation by our own Mike Frazier, Mike Harris and Thomas Howard covered the power of interest rates, the Bond Market and the important role of risk management. We also discussed the advancement of Artificial Intelligence and the importance of Human Intelligence, where we see things headed and what we’re doing about it. All of this within 60 minutes!

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