Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 2, 2023
4:30p - 5:30p
Zoom Webinar
February 11, 2022
10:00a - 10:45a
Zoom Webinar
The What, Why and How of Investing - Interest Rates
Join Mike Messler (Clearview Portfolio Manager), Dan Miller (PIMCO) and Andrew Factor (Clearview Advisor) for a discussion on how interest rates impact financial markets. Attendees will have time for Q&A.
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