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5 keys to investing in 2025

Featuring:

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Rob Lovelace

Equity Portfolio Manager and Chair, Capital International, Inc.

JASF

Jared Franz

Economist

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Will McKenna

Content Director

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1 hour CE credit for CFP, IWI and IAR*

Join portfolio manager Rob Lovelace and economist Jared Franz as they highlight five critical takeaways to consider as you position portfolios for 2025, and why each of them appears poised to have a lasting impact for years to come.

Event date:February 11, 2025

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Rob Lovelace is an equity portfolio manager and chair of Capital International, Inc. He has 39 years of investment industry experience (as of 12/31/2024). He holds a bachelor’s degree in mineral economics from Princeton. He also holds the Chartered Financial Analyst® designation.

JASF

Jared Franz is an economist with 19 years of investment industry experience (as of 12/31/2024). He holds a PhD in economics from the University of Illinois at Chicago and a bachelor’s degree in mathematics from Northwestern University.

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Will McKenna is a content director at Capital Group and a frequent host of Capital Ideas and PracticeLab webinars and podcasts. He has 29 years of investment industry experience (as of 12/31/2024). He holds a bachelor’s degree from Princeton.

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Supporting Materials

CE credit quiz (with IAR CE)
Webinar slides (PDF)
5 keys to investing in 2025 report (PDF)
5 keys to investing in 2025
Rob Lovelace on what could drive markets in 2025
Webinar CE credit FAQs (PDF)

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*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit. This course has been approved by the North American Security Administrators Association (NASAA) under the providership of Broker Educational Sales & Training, Inc. B.E.S.T. is responsible for the administration of this course. NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of the NASAA or any of its member jurisdictions.

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