April 18, 2024

David Schoenkin moderates a discussion on Small Cap Equites with Ari Wald and Geneva Capital Management.

With Schafer Cullen Capital

Wednesday, December 6, 2023 | 4:15 PM EST

As we look towards 2024 we thought that this would be an opportune time to invite Jim Cullen and Jennifer Chang – Co-Portfolio Managers of Schafer Cullen – to review their portfolio structure and to discuss where they see the markets heading into the new year. Schafer Cullen invests in value-oriented companies that pay impressive dividend yields. They look for companies that have historically paid attractive dividend yields. Their Enhanced Equity Income strategy aims to achieve an attractive yield through dividend income and an innovative approach that will be discussed during the upcoming call.

David Schoenkin moderates a discussion with Jos Shaver and Justin Campeau

Portfolio Managers from Electron and Kayne Anderson

Please contact us to receive information on how to access a replay of our past events, or interested in attending a future event.

Communication is paramount in what we do. Not just in setting up your family’s estate, financial plan, or risk-adjusted investment allocation. In addition to periodic account reviews, we host virtual and in person client events throughout the year to give you unique, exclusive access to investment managers and thought leadership throughout the firm.

Please contact us to receive information on how to access a replay of our past events, or interested in attending a future event.