Events

Pathstone is excited to bring together some of the industry’s most bespoke investment managers and influential thought leaders to explore the market and economic trends. Attendees will gain deeper insight into their investments and learn more about Pathstone’s investment philosophy, strategy, firm, and team.

Managing Director Sue Peterson is co-hosting the virtual planned giving workshop, “Optimize Your Legacy for Your Family and Community.” The workshop is organized by Bellevue Lifespring hoping to share “valuable insights and practical ideas to help you make informed decisions about your legacy.”

According to Lifespring topics to be covered include:

• “How to maximize benefits for your children and the charities you support.”
• “Very specific ways to understand if you have enough to gift and the many ways you can make a gift.”
• “How to get the biggest bang for your buck and save money doing it.”

Pathstone Managing Director Craig Metrick is speaking at the 8^th Annual Private Wealth Mountain States Forum. Metrick is speaking on the “Asset Allocation and Macroeconomic Outlook” panel. The panel is slated to discuss the evolving macroeconomic landscape providing insights into global trends and potential impact on asset classes.

Metrick and the panel will share their perspectives on where opportunities lie and the potential pitfalls to avoid in pursuing optimal asset allocation.

The Pathstone Private Markets Forum will explore the philosophy and processes that shape our approach to private markets.

Founder and Managing Partner of Nexus Capital Management, Damian Giangiacomo, will share his knowledge on navigating today’s investment environment.

The Pathstone team, including Adam Lewis, Alex Hart, Jared Weiner, and AJ Levine will further enrich the discussion by offering their views on private markets and portfolio diversification.