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Webinar: The Quarterly Economic and Market Update

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Wednesday, September 9, 2020
2:00 PM - 3:00 PM (EDT)

Event Details

Insights on the U.S. and world economies

Join Adam Polacek and Brian Nick from TIAA for insights on the U.S. and world economies and what you can expect in the weeks and months ahead. They will provide an update on the strength and stability of TIAA during these uncertain times, while also providing a product and performance update on several notable TIAA and CREF investment products. Take a closer look at the current financial market landscape including the impact of COVID-19 on the overall economy, key market drivers, demand destruction and what that means, the U.S. economy, policy and politics, investing in TIAA, and the broader market.

Meet the Speakers

Adam PolacekAdam Polacek leads the TIAA Institutional Investment Strategy team, providing investment consulting and analysis with a focus on TIAA and CREF retirement income products, custom QDIA solutions, and delivering open architecture menu design services. Over his 20 years at TIAA, Adam has broad experience across a variety of investment and client roles. He helped to lead the initial build-out of TIAA’s open architecture program, the introduction of auto-enrollment and auto-escalation plan design features, and the early development of TIAA’s plan sponsor consulting services efforts. Adam has also led the TIAA Investments/Nuveen Client Portfolio Management team, providing institutional and retail clients with timely portfolio analysis and market insights. Adam is a CFA charterholder and is a member of the CFA Society of Chicago. He holds a B.S. in finance from Illinois State University, and an MBA. from the University of Chicago, Booth School of Business. Adam holds FINRA Series 7, 63, and 24 licenses.

Brian NickBrian Nick has over 15 years of experience analyzing economic and market data and developing investment strategies for client portfolios. As Chief Investment Strategist, Brian is a member of Nuveen's Global Investment Committee, where he works closely with the firm's investment leaders to identify investment trends and provide insights on events driving market activity. He is also a voting member of the asset allocation committee of Nuveen's parent company, TIAA. Brian graduated with a bachelor's degree in economics and government from Dartmouth College and a master's degree in economics from New York University, and holds the designation of Chartered Alternative Investment Analyst (CAIA).

CPE Information

  • Learning Objective: Attendees will gain an understanding of the current financial market and how it relates to their school investment strategies and plan.
  • Field of Study: Economics
  • Instructional Method: Group Internet Based
  • Program level: Basic
  • Prerequisites: None
  • Advanced Preparations: None
  • Recommended CPE Credits 1.0 in Economics.

Registration

All webinars are $50 per session but are FREE to anyone from a MISBO member school. Webinars are one hour in length and begin at 2pm ET.


CPE Credit

MISBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


Additional Information

For more information regarding administrative policies such as complaint, refund, and cancellation, call the office at 404-921-3812 or please use the following link: MISBO Webinar Administrative Policies.

Webinar FAQs

For More Information:

Dianne Sagaas
Dianne Sagaas
Director of Professional Development MISBO (404)921-3812