COVID-19 Crisis: A Perspective
Wealth Advisory Services, Economic and Market Update
HTLF’s Chief Investment Officer, Mark Stevens, and Director of Research, Paul Dickson, discuss how the aggressive fiscal and monetary stimulus helped limit the economic impact of COVID-19.
Throughout this informative presentation, you will learn about the economic impact of the Covid-19 crisis, the steps taken by the Federal Reserve to maintain liquidity, current situation compared with the 2008 Financial Crisis, the market reaction to the unprecedented level of stimulus, and risks and opportunities that remain.
Meet the Presenters:
Mark Stevens, CFA
Chief Investment Officer, SVP
Mark Stevens, CFA, CFP, joined HTLF in 2019. He has more than 25 years of investment management experience managing proprietary strategies, multi-style portfolios and quantitative/tactical asset allocation investment strategies. Stevens leads the evolution of the investment management process across all Private Client Service product lines and focuses on accelerating growth. He earned a bachelor’s degree in Finance from Iowa State University and holds Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
Director of Research, SVP
Paul Dickson joined HTLF in 2012. In his role, Dickson specializes in fixed income investing and assists with global and economic risk analysis. Prior to joining Heartland, he served as the head of JP Morgan Asset Management’s Emerging Markets Fixed Income team, where he managed $6 billion in assets. Dickson holds dual Master’s degrees in Economics and International Studies from Johns Hopkins School of International Studies in Washington D.C.
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This content was recorded on September 9, 2020September 16, 2020September 10, 2020September 17, 2020. Products offered through Wealth Advisory Services are not FDIC insured, are not bank-guaranteed, and may lose value.