You Are Invited ...
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Hello,

You are invited to attend a special "virtual" event just for Condon Sullivan clients. This Thursday, March 19, 2020 at 3:00pm eastern, Ben A. Keating from Wellington Management will present an economic & market update.

Wellington Management is one of the largest money management firms in the world with US$1.154 trillion in client assets. [1] We asked Wellington to provide an update to you about the market and economy because of their research and insight. Wellington conducts research through several lenses including: fundamental; environmental, social, and corporate governance (ESG); quantitative; macro; and technical.[2]

ABOUT THE SPEAKER:
Benjamin A. Keating, CFA, Vice President and Portfolio Advisor for Wellington Management, works closely with the firm’s portfolio managers, macroanalysts, and asset-allocation strategists. Ben is responsible for articulating the firm’s investment strategies to clients and prospects. Within the portfolio advisor group, he covers a variety of strategies and asset classes, spanning domestic and international equities as well as fixed income. Ben represents the firm’s global investment capabilities and advises clients, prospects, and consultants on global-
investing issues.

Prior to joining Wellington Management Company in 2012, Ben was a Senior Vice President and Portfolio Strategist for Hartford Investment Management Company (2005–2012). Ben was also Director of Investment Strategy for Capital Advisors Group in Newton, MA where he oversaw the fixed-income investment process for more than $5 billion in institutional assets under management (2002-2005). He also served as Senior Global Bond Analyst/Trader at Standish Mellon Asset Management in Boston, MA (1993-2001). Ben earned his B.S. in Finance from Siena College (1993) and his MBA from Boston University (1998). He also holds the Chartered Financial Analyst designation.

ABOUT THE TOPICS:
On this 1-hour ' listen-in ' session, we will discuss the following topics and more:

  • The global impact of COVID-19 (Coronavirus)
  • Short-Term and Long-Term outlook on the economy and market 
  • Q & A session at the end (please send us your questions in advance or attend via computer to ask live questions using the GoToMeeting "chat feature")


TO RSVP:
If you would like to listen in, RSVP to Connor Regan at cregan@condonsullivan.com or by phone 207-615-5195.


CAN'T MAKE IT?
If you are unable to join us, we will email the recorded session in days following.


Thank you,


Matthew, Tom, Jamie, and the team at Condon Sullivan
March 19

Attend via phone or computer
3pm-4pm

Please join 10 minutes early
How to Attend (Two Ways to Listen In...)
By Phone

To listen by phone, follow these steps below:

Step 1: Call-in Number: 571-317-3122
Step 2: Enter Access Code: 702-509-749
Step 3: if prompted for a pin, click #
By Computer

To listen via your computer, laptop, iPad or tablet, click the link below:

If you need technical assistance accessing the session (by phone or computer), please contact Connor Regan at cregan@condonsullivan.com or by phone 207-615-5195.
Sources:
[1]: Wellington Management. As of 12/31/2019. Wellington Management refers to Wellington Management Company LLP and its affiliates. Firm assets include assets under management and non-discretionary assets.
[2] Wellington Management Company LLP Sub-adviser Overview. PDF
Wellington Management Company LLP is a SEC-registered investment adviser.

Registered Representatives of and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC, (HTK), Registered Investment Advisor, Member  FINRA / SIPC , 16 East Washington Street, Suite 206, North Attleborough, MA 02760 (508) 699-7366. Condon Sullivan Wealth Management and Planning and all listed entities are independent of HTK. HTK does not offer tax or legal advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 

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