AAII Houston May 2020 Webinar with Two Speakers

International Investing in a Volatile World

by Matt Scherer, CFA, Co-Portfolio Manager, CIBC International Growth Strategy

Matt Scherer is the co-portfolio manager for CIBC’s International Growth investment strategy. This investment strategy has outperformed the MSCI ACWI index by over 250 basis points since inception (6/1/2007) on a net basis. Scherer will provide a macro view of global economy and investment environment and address key investment themes we see in the global market. He’ll provide insight into how CIBC assesses investment opportunities in both the developed international and emerging markets and in so doing, make the case for active management in international investing.

Matt Scherer - May - 2020Matt Scherer is a portfolio manager and equities analyst for CIBC Private Wealth Management with more than 20 years of industry experience. Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, he was a research analyst at Aragon Global LLC, where he worked as a consumer and business services analyst. Previously, he worked in London for Carlson Capital UK Ltd. as a research analyst covering European equities. He began his career with RBC Capital Markets as an associate analyst covering restaurants. He received his undergraduate degree from the University of Wisconsin and an MBA from the University of Chicago Booth School of Business. He also studied at the London Business School. Scherer is a holder of the right to use the Chartered Financial Analyst (CFA) designation.

From this presentation, you will learn:

  • A better understanding of the international investment opportunity in an environment impacted by technology, trade disputes, nationalism and potential global pandemics
  • Why you should own international equities in your diversified portfolio
  • How certain active managers are able to leverage a disciplined process to deliver alpha over full market cycles

StreetSmart Edge for Option Traders

by Brian Bell, Regional Investment Strategist, Charles Schwab & Co., Inc.

Discover how Schwab’s StreetSmart Edge provides powerful options tools that may help you analyze a potential options strategy, customize different time frames and gauge current probabilities of the underlying trading at certain levels. You will also learn how to place both single-leg and multi-leg options trades and their strategic uses.

Brian Bell - Houston - May - 2020Brian Bell has 33 years of professional experience. He has held his position as regional investment strategist at Charles Schwab since 2019. Bell started his career at Schwab in 1989 as a senior manager. After an interlude of working at TD Ameritrade in 2005 as a senior manager, he returned to Schwab in 2012 as a managing director and in 2015 became managed solutions regional manager.

You’ll come away from the webinar with a better understanding of:

  • Option strategies, and how they can be used to compliment a portfolio
  • How to use analytical tools in the StreetSmart Edge trading platform
  • Option Greeks and their use

Meeting Detail
Date and Time:
Saturday, May 16, 2020
8:30 am Webinar Sign-in
8:45 am International Investing in a Volatile World
10:00 am Break
10:15 am  StreetSmart Edge for Options Traders
11:30 End of Webinar

Webinar Information:
This is a free webinar hosted by Charles Schwab

At the meeting time and date, 8:30 a.m. on Saturday, May 16, please join the webinar by clicking on the following link:

Join Webinar

Meeting number: 591 584 555
Meeting password: SembsJYT332

To attend by phone
+1 866 692 4530 US Toll Free
+1-517-466-2023 US Toll
Access code: 591 584 555

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