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What’s next? The economy and your portfolio

A discussion on economic uncertainty, geo-politics and market volatility. Plus, investment strategies and navigating bonds for the year ahead.

Wednesday, December 11, 2019
1:30 p.m. – 6:00 p.m. ET

Beginner
Economic Insight

Economic Insight
Market Analysis

Economic Insight
Market Analysis

Economic Insight
Market Analysis

Economic Insight
Market Analysis

Economic Insight
Market Analysis

Event details

Date: Wednesday, December 11, 2019

Duration: Three 60-minute sessions

Time: 1:30 p.m. – 6:00 p.m. ET

Join us as we discuss the economy and the impact it has on your portfolio. Our professionals will provide an in-depth analysis of late cycle economies, investing strategies and what you can expect in the near future. You'll learn:

How to deal with economic uncertainty, geo-politics and market volatility
Investment strategies you might consider for 2020
Navigating bonds in the year ahead

Register once for all three sessions. Space is limited and events fill up fast. Please register as soon as you can.

Event venue details

Location
The Ritz Carlton Golf Resort Naples
2600 Tiburon Dr.
Naples, FL 34109
Room: Tiburon 1&2 Meeting Room

Parking information
Valet parking to be hosted

General location information
(800) 760-7718

IMPORTANT INFORMATION: Please be sure to bring your laptop so you can follow along with the subject matter experts as they show you how to apply what you've learned on Fidelity.com.

Not a Fidelity customer? You can still attend by clicking here to set up free guest access and use that information to register.

Can't join us live in Naples, FL?
Register now to attend online

Times	Sessions
1:30 p.m. – 2:00 p.m. ET	Registration
2:00 p.m. – 3:00 p.m. ET	Session 1 \| Late cycle economies and trade uncertainty: A global market view Strong corporate profit growth in 2018 is now being confronted by numerous economic situations that are causing a new level of uncertainty in the markets. Trade wars, tariffs, slowing economic growth, and numerous geo-political events around the global have all led to a new level of volatility. Whether this excites or overwhelms you, all investors must be aware of what is going on to ensure their portfolios are as profitable as they can be. Join Fidelity and Bruce Johnstone as we dive deep into the late market cycle, how it may affect you and what you can do to protect yourself.
3:00 p.m. – 4:00 p.m. ET	Session 2 \| Year-end portfolio review Where are you? Where do you want to be and how do you get there? In this session, Heather Knight will walk through a year-end portfolio review considering the current environment and changes you might consider for 2020.
4:00 p.m. – 5:00 p.m. ET	Session 3 \| Rates and risk: Navigating bonds in 2020 If you're intrigued by all the recent news coverage on interest rates, Federal Reserve policy, and inverted yield curves, but find yourself unsure how to begin to translate that into an investing strategy, then this session could help you. Join Scott Bassler and Richard Carter as they host an interactive webinar on investing in individual bonds and CDs. The webinar will cover the following: Understanding the various types of bonds and bond markets as an individual investor Deploying both short- and long-term income strategies using Fidelity’s Bond and Model CD Ladder tools Making bond ownership easy using services such as Fixed Income Alerts and Auto Roll
5:00 p.m. – 6:00 p.m. ET	Reception

Bruce Johnstone, CFA^®

Senior Marketing Investment Strategist
Fidelity Investments

Heather Knight

Regional Brokerage Consultant
Fidelity Investments

Richard Carter

VP, Fixed Income Products and Services
Fidelity Investments

Scott Bassler

Regional Brokerage Consultant
Fidelity Investments

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Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.

Investing in bonds involves risk, including interest rate risk, inflation risk, credit and default risk, call risk, and liquidity risk.

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Bruce Johnstone, CFA^®

Between degrees from Harvard College and Harvard Business School, Bruce served two years in the U.S. Navy as an officer on a Destroyer. He joined Fidelity Investments in 1966. From 1972-1990, he managed the Fidelity Equity-Income Fund. During that period, the fund achieved a return of over 1100%, nearly twice that of the S&P 500. This return ranked Bruce as the #1 equity-income fund manager in the nation for the 19-year period. In 1987, he was named America’s Best Income Investor by Money Magazine.

During his tenure on the fund, he oversaw all of Fidelity’s Growth and Income funds and chaired Fidelity’s Investment Committee. A Chartered Financial Analyst (CFA^®) and managing director of Fidelity Investments, Bruce is currently serving as senior marketing investment strategist for Fidelity’s retail and institutional companies.

Eric Kobren, former publisher of Fidelity Insight, one of the leading newsletters researching Fidelity’s funds in the U.S., has said Bruce ranks "a close second" to Peter Lynch as Fidelity’s best all-time fund manager

Heather Knight

Heather Knight is the regional brokerage consultant for the southeast region for Fidelity Investments and has been with Fidelity since 2007.

Her primary responsibility is to educate traders and active investors about the tools and services that are provided by Fidelity Investments.

Additionally, Heather conducts educational seminars on topics such as research and options, market mechanics, fundamental and technical trading, and using Fidelity's trading software.

In Heather's twelve years of experience in the Financial Services industry, she has worked with Jefferson Pilot Financial as an annuity retention specialist and then at AG Edwards as a Registered Financial Associate (RFA).

Prior to her current role, Heather worked with and educated Fidelity clients and prospects as an active trader consultant within the New York and New Jersey areas. She was also an equity and options trader for Fidelity's Active Trader Services group where her responsibilities included trading, portfolio oversight, and risk management as she assisted Fidelity's most sophisticated retail traders.

Richard Carter

Richard Carter is vice president, Fixed Income Products and Services, in Fidelity’s Personal Investing division.

In his current role, Richard is responsible for leading the development of Fidelity’s fixed income securities offering for retail customers. His work focuses on enhancing Fidelity’s bond & CD offering on Fidelity.com and initiatives to improve the related customer sales and service experience.

Richard has worked at Fidelity for 21 years, both in Boston and now in our Smithfield, RI, office.

Before Fidelity, Richard worked at Bain & Company as a management consultant specializing in the financial services sector and, before that, for HSBC Capital Markets in New York.

Richard earned his MBA from the MIT Sloan School of Management and a BA in Economics & Economic History from the University of Durham in England.

Scott Bassler

Scott Bassler is the regional brokerage consultant across South Florida for Fidelity Investments.

His primary responsibility is to educate traders about the tools and services that are provided by Fidelity Investments. Additionally, Mr. Bassler conducts local seminars on educational topics, including fundamental and technical trading, research and options, market mechanics, and trading software.

Prior to his current role, he was one of the top performers on the active trader inside sales team.

Mr. Bassler was also an equity and options trader for Fidelity's Active Trader Services Group, where his responsibilities included trading, portfolio oversight, and risk management as he worked to assist Fidelity's most sophisticated retail traders.

He earned a BS in financial economics from the State University College at Buffalo in New York.