Topic: Fisher Investments Market Outlook

Speakers: Davis Hein, Capital Markets Research Analyst and Tate Burton, Investment Counselor Group Manager with Fisher Investments

Presentation:
1. Fisher Introduction
2. Fisher's Top Down Investment Philosophy
3. Market Outlook - A Strong 2023 for Equities based on our primary capital market drives:
- Investor Sentiment: Improving but still dour
- Economic Fundamentals: Stronger than most realize
- Politics: Political gridlock provides a strong backdrop for stocks
4. Q & A

Speakers' bios:
 
Davis Hein:
Davis joined Fisher Investments in 2012 and worked as an Investment Counselor, Investment Counselor Group Manager and Vice President of U.S. Private Client Services Training and Development before taking his current role in the Portfolio Management Group, where he has worked as a both a Securities and a Capital Markets Analyst over past four years. Prior to Fisher Investments he earned a degree in economics from Bates College and spent a decade as an economic analyst and financial advisor while also becoming a CFA Charter holder and a Certified Financial Planner. Davis works out of Fisher’s Camas, WA office.

Tate Burton:
Tate joined Fisher Investments in 2014 and worked as a relationship manager, Regional Sales Associate, Senior Regional Sales Associate, and an Investments Counselor before taking his current role as an Investment Counselor Group Manager in 2021. Tate manages a specialized team where his Investment Counselors advise Fisher’s clients on a variety of financial planning and capital markets needs, but also assists in new Investment Counselor Training and Development. Tate hosts in-person Fisher client events/presentations across the United States. Prior to Fisher Investments, Tate earned his Economics degree from the University of Tennessee and spent time in the payroll industry and pursued small business ventures. Tate works out of Fisher’s Tampa, FL office.