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Fidelity Webinar Series

I have enjoyed many on-line webinars that have been hosted on the Fidelity Website.  Some webinars are offered through a guest account so you do not need to be a Fidelity customer for those.

There is a list of upcoming Webinar's HERE

I will occasionally update this thread with information about webinars that I plan to attend, or any that I think are interesting.

Not all webinars are recorded, but those that are go into the archive. 

Thank you,

Holiday

 

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Frequent Contributor

Re: Fidelity Webinar Series

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This is a very popular webinar.  You will need to be a Fidelity customer and register HERE

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Re: Fidelity Webinar Series

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Many traders struggle with finding objective trading signals they can use to enter and exit their positions. During this webinar, Fidelity trading professionals will explore how to use technical analysis and indicators to create and refine your trading processes.

They will discuss:

  • The various indicator types
  • How trend, momentum, volatility, and volume are used for confirmation
  • Adding and customizing various indicators with Active Trader Pro®

REGISTER HERE

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Re: Fidelity Webinar Series

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Looking into 2020, global capital markets should be supported by a slow growth and low inflation environment. However, investors could face several risks, including central bank policy errors, political uncertainty, and potential valuation excesses. Join Sébastien Page, head of Multi-Asset at T. Rowe Price, for an in-depth discussion on global growth, central banks, disruption, and politics.

Presenter

Sébastien PageSébastien Page is head of Global Multi-Asset at T. Rowe Price, overseeing a team of investment professionals dedicated to a broad set of multi-asset portfolios. He is a member of the Asset Allocation Committee, which is responsible for tactical investment decisions across asset allocation portfolios. He is also a member of the Management Committee of T. Rowe Price Group.


Prior to joining the firm in 2015, Mr. Page was an executive vice president at PIMCO, where he led a team focused on research and development of multi-asset solutions. Prior to joining PIMCO in 2010, he was a senior managing director at State Street Global Markets. 


Mr. Page won research paper awards from the Journal of Portfolio Management in 2003, 2010, and 2011 and from the Financial Analyst Journal in 2010 and 2014. He is the coauthor of the book "Factor Investing and Asset Allocation" (CFA Institute Research Foundation, 2016) and a member of the editorial board of the Financial Analysts Journal. He earned a Master of Science degree in finance and a bachelor's degree in business administration from Sherbrooke University in Quebec, Canada. Mr. Page has also earned the Chartered Financial Analyst (CFA®) designation.

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Re: Fidelity Webinar Series

RE the February 11th webinar titled Determining entry and exit points with Active Trader Pro:

 

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This is one of my screens from the webinar. INTC was not part of the discussion; I was following along with my own tickers. This webinar was part 1 (I think) of a 4-part series.  It was a bullish day with 70% of the stocks on the NYSE advancing.

Thank you,

Holiday

Edit: you can see a summary of the Q1 2020 Sector Update HERE

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Re: Fidelity Webinar Series

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Please join us for a webinar where professionals from the Fixed Income Product team will introduce and demonstrate new capabilities that have recently been added to Fidelity’s fixed income platform, all with the intention of helping you become a more informed and confident bond investor.

In this webinar, you will learn how to:

  • Use the new bond charting software to identify trends and spot potential short-term pricing anomalies
  • Learn about “depth of book” and the new bid quote dashboard, and how they can help you get the best prices from multiple dealers for your bond trades
  • Navigate to the new municipal news and research pages, designed to help you efficiently evaluate potential municipal bond investments


 
Presenters

Richard Carter

Richard Carter

Vice President, Fixed Income
Fidelity Investments

Stephen Traugott

Stephen Traugott

Director, Fixed Income
Fidelity Investments

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Frequent Contributor

Re: Fidelity Webinar Series

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With breaking news and industry developments, the sector markets may seem like a complicated world. At Fidelity, we are here to help. Join our professionals for this webinar, which will explore ways to use sectors in your portfolio, and the resources available to help you stay up to date and navigate the sector markets. We’ll also look beyond the headlines and take a deep dive into real estate and biotech.

Presenters

Rajiv Kaul

Rajiv Kaul

Portfolio Manager
Fidelity Investments

Andy Rubin, CFA®

Institutional Portfolio Manager
Fidelity Investments

Christopher Peixotto, CFA®

Vice President
Fidelity Investments

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Re: Fidelity Webinar Series

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REGISTER HERE

Analyzing and picking individual stocks can be an overwhelming endeavor. Please join our Trading Strategy Desk® specialists as they walk you through Fidelity’s tools that will help you streamline the stock picking process.

During this hour-long webinar we will cover:

  • How to assess your current portfolio allocation
  • Markets and sectors research
  • How to analyze and screen individual stocks using Fidelity tools
  • Pre-built third-party expert strategies using Fidelity’s stock screener
  • Fundamental and technical research reports
  • Market and technical filters
  • Real-time trading opportunities

 

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Re: Fidelity Webinar Series

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Noon – 1:00 p.m. ETSession 1 | How markets affect you: BlackRock’s 2020 Q1 outlook
Join us for a conversation with Mark Peterson, BlackRock’s Director of Investment Strategy and Education, as he discusses today's markets. He will cover where the markets have been and where BlackRock sees them going, how to help navigate them, and the way forward in 2020.

 

REGISTER FOR SESSION 1

1:00 p.m. – 2:00 p.m. ET

Session 2 | Diversifying your portfolio with ETFs
You want to build diversification into your portfolio, but how do you choose an ETF? With thousands of choices available to investors, searching for, finding, and picking ETFs can feel daunting. Professionals from iShares and Fidelity come together to provide a useful framework for evaluating ETFs and indexes, walk through Fidelity tools that can help, and give simple ETF ideas to help you get started. Learn how to build quality diversification into your portfolio with ETFs.

 

REGISTER FOR SESSION 2

2:00 p.m. – 3:00 p.m. ETSession 3 | Putting your cash to work
The purchasing power of your cash stash can diminish as inflation eats away at it over time. Short-duration bond ETFs can potentially add more income while helping you step out of cash and meet short- or long-term investment goals. There’s no one-size-fits-all approach. For many, it helps to think of cash in layers, and segment it based on how soon you will need to use it. Learn how to develop a cash segmentation strategy and the tools iShares ETFs offer to invest cash and help balance duration and risk to help make your cash work harder for you.

 

REGISTER FOR SESSION 3

SET UP FREE 30-DAY GUEST ACCOUNT TO ATTEND

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Re: Fidelity Webinar Series

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Yield is not the only factor when investing in bonds. From the bond classes to the tools available to help you research, there is a lot to consider. Gain a more sophisticated understanding of the bond landscape during this hour-long webinar where we will cover the following topics and more:

  • Current key economic and credit market trends
  • A deeper dive into bond search and research – going beyond yield
  • How different bond investing strategies can be used to build a bond portfolio

Note: This webinar will be recorded. Please register to receive notification when the recording is available.



 
Presenter

Luke VanceLuke Vance is the regional brokerage consultant for Fixed Income in Southern California. He is responsible for educating and coaching Fidelity’s financial consultants, as well as directly engaging our client base in crafting tailored fixed income solutions into their overall wealth planning strategies. Luke delivers seminars covering a broad range of fixed income topics in our Southern California investor centers, but his primary focus is in working with our clients face-to-face to help them become better fixed income investors.


Before joining Fidelity in 2012, Luke spent time as a risk management analyst and as a trial lawyer in private practice. Luke received his bachelor’s degree in International Economics and French from the University of Kentucky, and his juris doctor from the Brandeis School of Law at the University of Louisville.

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Re: Fidelity Webinar Series

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Bond funds can play an important role in any balanced portfolio. This one-hour webinar will provide you with key tactics to help navigate the current environment and upgrade your bond portfolio to help reduce risk.

 
Presenters

Pramod Atluri, CFA®

Portfolio Manager
Capital Group

 

E. Luke Farrell

E. Luke Farrell

Investment Specialist
Capital Group

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Re: Fidelity Webinar Series

This webinar starts in 20 minutes. I am not familiar with the presenters, but the topic sounds interesting.

I did attend THIS WEBINAR and it was a good one for anyone interested in learning about buying individual bonds. The link will take you to a recording where you should be able to download the slides also.

Holiday


@Holiday wrote:

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REGISTER HERE

Bond funds can play an important role in any balanced portfolio. This one-hour webinar will provide you with key tactics to help navigate the current environment and upgrade your bond portfolio to help reduce risk.

 
Presenters

Pramod Atluri, CFA®

Portfolio Manager
Capital Group

 

E. Luke Farrell

E. Luke Farrell

Investment Specialist
Capital Group


 

 

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Frequent Contributor

Re: Fidelity Webinar Series

Today at NOON.  Sorry, I forgot.

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The ETF marketplace seems to be growing by the minute. How do you make sense of it all and, most importantly, how do you take advantage of it? Join Fidelity’s Regional Brokerage Consultant John Gagliardi as he explores what you need to know about ETFs and how to use them in your portfolio. After all, the better you understand ETFs — what they are and how they function — the more confident you can be as you use them to help strengthen your investment portfolio.


Note: This webinar will be recorded. Please register to receive notification when the recording is available.

Presenter

John Gagliardi, CMT®, graduated from New York University with a bachelor of arts in business and legal studies. Using a thesis created at NYU's Stern School of Business, John sold his company to Barnes and Noble (NYSE: BKS). This concept evolved to become part of the largest retailer of video games, GameStop (NYSE: GME).


On Wall Street, John began his career working in Convertible Risk Arbitrage on the floor of the New York Stock Exchange. During the Internet revolution, John was an early adopter of electronic trading and direct access trading technology. He has trained professional traders and taught Series 7 classes. With a career dedicated to working with self-directed investors, John is highly proficient in market mechanics, sector research, ETFs, options, fixed income, and fundamental analysis, and earned his designation as Certified Market Technician® charter holder. He has lectured to individual investors nationwide as a keynote speaker. John has been featured as a regular guest on Yahoo Finance and Cheddar.com. John has been with Fidelity Investments since 2004.


John is currently a regional brokerage consultant and serves as a digital media correspondent. His primary responsibility is to educate investors about the tools and services provided by Fidelity. Additionally, he conducts seminars on financial education both locally and on a national level.


John has passed the Series 3, 7, and 63 exams.

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Re: Fidelity Webinar Series

 

Register early for this webinar. I suspect it will fill.

I think this space is still in the beginning of a secular trend and is a long-term buy. I already have long-term positions in a few of the big players T, AAPL, NTFX, and AMZN. The latter 2 have held up remarkably well.  I am looking to increase exposure. 

I have done very well trading ROKU in my tactical sleeve, and I am hoping they will cover it during this webinar. I do not own ROKU right now, and I sold DIS early because they own ships, hotels, an amusement parks that are coronavirus sensitive.

Some others on my watchlist include VIAC -65%,  ROKU -44%. I also own chipmakers.

The timing of this topic seems good.

Holiday

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The video streaming TV revolution has ushered in a golden but disruptive era. Early movers such as Netflix, Amazon and Hulu are set to face intensifying competition from newer high-profile entrants expected in 2020. This comes after the recent debuts of Disney+ and Apple TV+ that may lead to a major escalation of the streaming wars.

This webinar will provide education on the major categories of streaming video offerings, key secular factors, and other changes in the television ecosystem. We will identify and explain the current trends and projections that could further shape the competitive landscape in 2020, with an eye for potential winners and losers among established and emerging players.


Presenters

Tuna N. Amobi, CFA®, CPA®

Director & Industry Analyst
CFRA

 

Angelo Zino, CFA®

Senior Industry Analyst
CFRA

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Re: Fidelity Webinar Series

I attended the last one after receiving an email invitation the day it aired.  It was worthwhile.

I value Jurrien Timmer's insight. They are planning one every week for now.

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Attend HERE

Date: Tuesday, March 31, 2020

 

To help you navigate through these unusual market conditions, Fidelity's leaders have come together for a webcast series called, Weekly Market Insights: New Developments, What to Consider, and Top Questions Answered. Each week, in under 20 minutes they'll cover the latest market happenings, actions you might consider, and answers to common questions.

 

Also today, the continuing series on options trading.

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Register HERE

 

 

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Re: Fidelity Webinar Series

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Fidelity’s High Income division is a leader in the industry with over $100B in assets under management and experience that spans more than 40 years. Join us for a session with three of our top portfolio managers as they discuss:

  • Current market conditions in the high-income space
  • Types of assets classes in the high-income market, including high-yield bonds, leveraged loans, and emerging-market debt
  • Investment opportunities and why investors may want to consider an allocation to high-income debt


 
Presenters

Scott Mensi

Scott Mensi

Institutional Portfolio Manager
Fidelity Investments

 

Mark Notkin

Mark Notkin

Portfolio Manager
Fidelity Investments

 

Kevin Nielsen, CFA®

Portfolio Manager
Fidelity Investments

 

Jonathan Kelly

Jonathan Kelly

Portfolio Manager
Fidelity Investments

 

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Re: Fidelity Webinar Series

 

This is a two part webinar that starts TODAY.  Both are really good ones. 

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REGISTER HERE

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Presenters

Dirk Hofschire, CFA®

Senior Vice President, Asset Allocation Research
Fidelity Investments

 

John Gagliardi

John Gagliardi, CMT®

Regional Brokerage Consultant
Fidelity Investments

 

 

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Re: Fidelity Webinar Series

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The real risk to a portfolio is the permanent loss of capital. Whether that loss is from a market downturn or paying more taxes than necessary, the effect is the same. How do you prepare for a tax or investment bear market? Join MFS for a unique hour-long discussion about:

  • The tax advantages and disadvantages of different account types
  • The benefits of a tax diversified portfolio
  • Moving tax liabilities between years
  • Tax-aware asset placement
  • Putting your portfolio through a "bear market fire drill"
Presenter

Doug Orton, CRPC®, is a vice president and business development consultant at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). In this role, he is responsible for marketing MFS’ individual retirement products and training the firm's sales team on retirement topics. He also delivers best‐practice ideas to advisors and managers from across the industry.


Doug joined MFS in 2007. He has worked in the financial services industry since 1993, holding roles in sales, tax and compliance, training and marketing.


Doug earned a bachelor of science degree in psychology from Colorado College. He holds Series 7, 24 and 63 licenses from the Financial Industry Regulatory Authority (FINRA) and the Chartered Retirement Planning Counselor℠ (CRPC) designation from the College for Financial Planning.

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Re: Fidelity Webinar Series

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Evaluating your portfolio and investments is something even the most experienced investors do on a regular basis. Market gains, losses, and volatility can cause your portfolio to become unbalanced and work against your strategy. Join Fidelity’s Heather Knight as she dives into how to approach this often-forgotten aspect of investing.

During the hour-long webinar, we will discuss the following and much more:

  • Evaluating your goals and investment positions
  • Creating a plan of attack — investing ideas, tools, and research
  • Executing on your plan — placing trades, working with an advisor, alternatives to self-managed accounts


NOTE: This webinar will be recorded. Please register to be notified when the recording is available.

Heather Knight Heather Knight is the regional brokerage consultant for the southeast region for Fidelity Investments and has been with Fidelity since 2007.

Her primary responsibility is to educate traders and active investors about the tools and services that are provided by Fidelity Investments.

Additionally, Heather conducts educational seminars on topics such as research and options, market mechanics, fundamental and technical trading, and using Fidelity's trading software.

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Re: Fidelity Webinar Series

This webinar will be heavily attended. 

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The quarterly sector update features Fidelity's views on the status of the sectors, market volatility and how to use sectors to manage risk. We include thematic insight into trends in the marketplace and historical probability of how that may affect sector performance. Our speaker, Sector Strategist Denise Chisholm, will share actionable ideas on how this information could impact your investments.

Presenters

Denise Chisholm

Denise Chisholm

Sector Strategist, Equity and High Income
Fidelity Investments

 

Matthew Reed

Matthew Reed

Research Analyst/Portfolio Manager
Fidelity Investments

 

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