Economic Forecast Breakfast: 2021 Market Outlook & 2020 Year in Review
Understanding the financial markets in the wake of COVID-19, political changes in Washington, and other events has become a challenge. Allen Margolius, Assistant Vice President and Portfolio Manager, and Geoff Blyth, Senior Vice President and Chief Investment Officer of Tompkins Financial Advisors, will be reflecting on 2020 and what we can expect in 2021. You'll gain:
- A stronger understanding of COVID-19's impact on the market
- Data-backed insights on what to expect in 2021 and how your business and personal finances may be impacted
About Allen Margolius, Assistant Vice President and Portfolio Manager
Allen has broad knowledge of the investment management industry, with a successful long-term track record in fundamental equity analysis and portfolio construction and management. He has extensive generalist experience covering multiple sectors, collaborating with teams, and interacting with C-level executives, traders, and other investment professionals.
He previously served as Managing Director, Equity Research Analyst at AG Asset Management, where he was responsible for investment ideas across sectors. He also worked at Credit Suisse Asset Management, where he analyzed financial and competitive positions of venture capital distributions and provided buy and sell recommendations to portfolio managers covering $4 billion in small and mid-capitalization portfolios. He holds an MBA from The Wharton School at the University of Pennsylvania and a BA from Binghamton University.
About Geoff Blyth, Senior Vice President and Chief Investment Officer
Geoff is responsible for managing the overall Tompkins Financial Advisors investment process and strategy, leading the Investment Committee and working closely with clients on their portfolio needs. He has more than 24 years of portfolio and investment management experience.
He previously served as chief investment officer at Genesee Valley Trust Company and, most recently, as senior investment strategist at CNB Wealth Management. He graduated from Colgate University and also earned a Certificate in Applied Behavioral Finance.
Event Sponsors
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Date and Time
Thursday Mar 25, 2021
8:30 AM - 10:00 AM EDT
Location
VIRTUAL | A Zoom link will be sent to attendees prior to the event.
Fees/Admission
$15 per TCACC Member
$30 per Non-Member
Please feel free to share this event with your staff, colleagues, and networks.
Contact Information
For questions about this event and registration, please contact Melissa Shainline at melissa@tricountyareachamber.com or 610.326.2900.
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Printed courtesy of www.tricountyareachamber.com – Contact the TriCounty Area Chamber of Commerce for more information.
152 E. High Street, Pottstown, PA 19464 – (610) 326-2900 – alice@tricountyareachamber.com