Time/Place: Virtual meeting via ZOOM, 06:00 PM to 07:30 PM

Speaker: Bill Greiner

Topic: 2023 Investment Outlook

Abstract: Inflation and high interest rates had been carried over from 2022. 2023 started with number of tech co. announced layoff.   Recession is being discussed and planned in most business board room.  How is the investment market for 2023?

Mr. Bill Greiner will be reviewing economic, market and fiscal trends for 2023.  He will be providing information on key metrics and news headlines that support their outlook for 2023.  Jeff will also share their thoughts around the individual market sectors and provide insight on their valuations.

Biography: William B. Greiner, CFA, is the chief economist of Mariner Wealth Advisors (MWA). Bill drives the economic and capital markets outlook for the firm and supports the investment team with tactical asset allocation decisions. His capital markets and investment experience span nearly 40 years.

Prior to joining MWA, he was chief investment officer and president of Scout Investments, where he was directly responsible for the Scout Investments Global Equity investment process. Bill started with Scout’s parent company, UMB, in 1999. During his time with UMB, he was the chief investment officer of UMB Bank and was responsible for all UMB portfolio managers. He also served as chairman of the UMB Asset Allocation and Large Cap Equity Strategy Committees. Before joining UMB, Bill worked for Northern Trust Company in Chicago.

Bill has a bachelor’s degree in economics and finance from Washburn University in Topeka, Kansas. He is a member of the CFA Institute and the Kansas City CFA Society.

*Mariner Wealth Advisors (“MWA”), is an SEC registered investment adviser with its principal place of business in the State of Kansas.  

Register: https://events.vtools.ieee.org/m/344581

Slides from presentation:

Program recording: https://youtu.be/Bidvj_MN5Kw