Are Your Portfolios Ready if US Stocks Underperform?

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Speakers

Brian Levitt
Global Market Strategist
Invesco

Brian Levitt is the Global Market Strategist, North America, for Invesco. He is responsible for the development and communication of the firm’s investment outlooks and insights. Mr. Levitt has two decades of investment experience in the asset management industry. In April 2000, he joined OppenheimerFunds, starting in fixed income product management and then transitioning into the macro and investment strategy group in 2005. Mr. Levitt co-hosted the OppenheimerFunds World Financial Podcast, which explored global long-term investing trends. He joined Invesco when the firm combined with Oppenheimer Funds in 2019. Mr. Levitt earned a BA degree in economics from the University of Michigan and an MBA with honors in finance and international business from Fordham University. He is frequently quoted in the press, including Barron’s, Financial Times and The Wall Street Journal. He appears regularly on CNBC, Bloomberg and PBS’s Nightly Business Report.

Eric Pearson, CFA®
Senior Portfolio Advisory Specialist
Invesco

Eric Pearson is a Senior Portfolio Advisory Specialist and a member of Invesco’s Global Advisory Solutions group in the Boston, Massachusetts office. In this role, Mr. Pearson is responsible for Advisory Solutions efforts in the US and Canadian retail marketplace, with a focus on providing multi-asset portfolio construction research and guidance to financial advisors and home offices. As part of the Invesco Global Solutions franchise, he works to deliver in-depth portfolio research and analytics tools to investors across the country. Mr. Pearson entered the industry in 2000 and joined Invesco in 2017. Prior to joining Invesco, he spent nine years at Natixis Global Asset Management. At Natixis, he developed asset allocation analytical tools and worked directly with financial advisors with the goal of improving both their understanding of their portfolios and the effectiveness of their processes. Prior to joining Natixis, Mr. Pearson worked at John Hancock in actuarial asset liability modeling. Mr. Pearson earned a BA degree in economics and a BS degree in statistics from the University of Washington. He holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Society of Boston.

John Delano, CFA®
Senior Portfolio Manager
Invesco

John Delano is a Senior Portfolio Manager for the Global Equity strategy at Invesco. Mr. Delano joined Invesco in 2007 as a senior research analyst with the growth equity investment team specializing in the consumer discretionary and staples sectors for mid- and large-cap growth. He joined the global equity team in 2010. Prior to joining the firm, he worked at Putnam Investments as an analyst covering large-cap growth focusing on hardware, software, and telecommunication services. During his nine-year tenure at Putnam Investments, he was also a derivatives analyst, as well as an equity analyst focusing on retail. Before that, he worked as a trader at NationsBanc–CRT. Mr. Delano has been in the industry since 1998. Mr. Delano earned a BS degree in civil engineering from the University of Virginia and an MBA from Duke University. He is a Chartered Financial Analyst® (CFA) charterholder.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.