Broker Check

Thank You for Attending! ☆

Welcome to the informational page for our 32nd Annual Client Event! We were pleased to welcome you back to The Golf Club at Newcastle for our 2024 event, live and in-person. As a key part of our Client Education Series , we were thrilled to provide you with a delicious lunch, musical entertainment, and an educational presentation from our keynote speaker, Julie Biel from Kayne Anderson Rudnick. We hope our event shed some light on complex topics and reminded you just how thankful we are for you, our clients, and your trust in us year after year.

Please feel free to email any questions or comments to info@paulried.com.



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    Julie Biel is Chief Market Strategist, Portfolio Manager, and Senior Research Analyst at Kayne Anderson Rudnick Investment Management, an investment management affiliate of Virtus Investment Partners. She has primary research responsibilities for the small- and mid-cap information technology and healthcare sectors. As Chief Market Strategist, Ms. Biel is responsible for providing the firm’s perspective and commentary on the economy and capital markets.

    Ms. Biel earned a B.A. with a double major in Economics and Psychology from New York University and an M.B.A. from the University of California, Los Angeles. She is a Chartered Financial Analyst® (CFA®) charterholder. She began working in the investment industry in 2004. Her prior positions include Equity Research Analyst at Merrill Lynch and Imperial Capital. She is a frequent guest on CNBC and regularly provides market commentary on Bloomberg TV.

    Her comments will focus on the current state of the economy and address an outlook for the US and International Stock markets, interest rates, and inflation.





    This page provides information and website links that were accurate at the time of the event, September 18, 2024, and will not be monitored for future updates. Thank you for your understanding.