About this session
In this webinar, we will explore the impact on the S&P 500 from prior pandemics (Spanish Flu of 1918) and provide our outlook for the U.S. equity market in a COVID-19 world. We will also discuss some strategies for battling against COVID-19 in your portfolio.
Matt Caire, CFA®, CFP®, CMT, Senior Vice President of Investments at Houston Trust Company
Tuesday, Aug. 4, 2020
12:00 PM CT
Live Webinar
Matt Caire
Presented By Matt Caire
Matt Caire, CFA®, CFP®, CMT, is the Senior Vice President of Investments at Houston Trust Company. He is responsible for managing approximately $446 million in fixed-income investments, performing equity manager due diligence, and constructing the asset allocation for client accounts. Mr. Caire previously was a Portfolio Manager with Patriot Wealth Management, where he managed approximately $500 million in fixed-income investments. Prior to that, Mr. Caire was a Research Associate and Bond Trader with Linscomb & Williams.
Mr. Caire has served on the Board of Directors of the Financial Planning Association of Houston, for which he was also the Symposium Director for 2014 & 2015 and was the Education Director in 2012. He has also served as the Co-Chair for the Houston CMT Association and he is a member of the CFA Institute and the CFA Society of Houston.
Mr. Caire holds a Bachelor's Degree in Business Marketing-Cum Laude from Texas State University and a Masters of Finance Degree from Tulane University’s Freeman School of Business. He is also a CFA® charterholder, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and a Chartered Market Technician (CMT). Mr. Caire serves as an Arbitrator for FINRA (Financial Industry Regulatory Authority) and is an Eagle Scout.