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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 24, 2021

2:00p - 3:00p

Zoom

Detailed Analytics with Mike Messler, Clearview's Newest Portfolio Manager

Clearview's newest team member, Mike Messler, spent over 20 years at Charles Schwab running client portfolios. His experience in investment analytics and portfolio development adds considerable depth to Clearview's management team. Come meet Mike and hear his thoughts on the current state of markets.

June 22, 2021

6:00p - 7:00p

Zoom

Detailed Analytics with Mike Messler, Clearview's Newest Portfolio Manager

Clearview's newest team member, Mike Messler, spent over 20 years at Schwab running client portfolios. His experience in investment analytics and portfolio development adds considerable depth to Clearview's management team. Come meet Mike and hear his thoughts on the current state of markets.

June 17, 2021

10:00a - 11:00a

Zoom

Detailed Analytics with Mike Messler, Clearview's Newest Portfolio Manager

Clearview's newest team member, Mike Messler, spent over 20 years at Charles Schwab running client portfolios. His experience in investment analytics and portfolio development adds considerable depth to Clearview's management team. Come meet Mike and hear his thoughts on the current state of markets.

June 16, 2021

10:00a - 11:00a

Zoom

Detailed Analytics with Mike Messler, Clearview's Newest Portfolio Manager

Clearview's newest team member, Mike Messler, spent over 20 years at Schwab running client portfolios. His experience in investment analytics and portfolio development adds considerable depth to Clearview's management team. Come meet Mike and hear his thoughts on the current state of markets.

June 14, 2021

10:00a - 11:00a

Zoom

Detailed Analytics with Mike Messler, Clearview's Newest Portfolio Manager

Clearview's newest team member, Mike Messler, spent over 20 years at Charles Schwab running client portfolios. His experience in investment analytics and portfolio development adds considerable depth to Clearview's management team. Come meet Mike and hear his thoughts on the current state of markets.

September 24, 2020

11:00a - 12:00p

Online Webinar

Election Preview with Linda Duessel, CPA, CFP, CFA

Linda will be presenting her thoughts and data on the 2020 presidential election in a moderated webinar. If you'd like to submit a question you'd like answered during the webinar please submit it to info@cvfpartners.com.

May 14, 2020

2:00p - 3:00p

Webex

Conference Call with T. Rowe Price - Markets & Economy

Call with Matthew Ko, Vice President of T. Rowe Price and a portfolio specialist in the Multi-Asset Division. He'll be communicating the firms global capital markets outlook and allocation view points. Please register for the event to receive an e-mail with the dial-in number and Webex link.

May 13, 2020

10:00a - 11:00a

Webex

Conference Call with BlackRock - Equity Markets

BlackRock's Head of Market Insights, Dennis Lee, will join us to give his thoughts and commentary on equity markets.  If you have a question you'd like answered by Dennis please submit it to Info@cvpfartners.com.  Please register for the event to receive an e-mail with the dial in number and Webex link.

April 3, 2020

12:00p - 1:00p

Zoom

Lunchtime Q&A: Hit me with your best shot! Fire away!

Link to Meeting https://zoom.us/j/231075634

Event Registration


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