Where is the current market and where is it heading? Experts from The Bulfinch Group and Integrated Capital Management will speak to the issues and opportunities in the financial markets. Speakers include Sangita J. Rousseau, Financial Advisor, and Gracio Garcia, Director of Investments, from The Bulfinch Group along with Michael A. Paciotti, Chief Investment Officer, and Ryan J. Lehman, Director of Investments, from Integrated Capital Management. 

In particular, they will address the following topics:

• The current state of the COVID-19 outbreak - How effective has social distancing been at slowing the spread of the virus in the U.S. from a data perspective and where do we currently sit along the curve?

• Risks and opportunities within corporate credit markets - With credit spreads at their widest levels in more than a decade, should investors consider increasing exposure in their portfolios or is the worst yet to come?

• The wild ride for global equity investors in Q1 – Following a peak-to-trough decline of nearly 35% for the S&P 500 and subsequent recovery of almost 20%, where do valuations currently stand? How does this compare to non-U.S. equity markets, which entered this crisis already trading at inexpensive levels?

• Historic yield and discount opportunities for closed end fund investors – Investor pessimism has driven universe-wide discounts and yields to levels not seen since the financial crisis. If history is any guide, what does this mean for CEF investor returns as we look ahead and how can investors capitalize on this opportunity?

Please RSVP here or via Google Calendar invite.

This event will be held via Zoom. The meeting details will be emailed to registrants the day of the meeting.