Thank You for Attending! ♡
Welcome to the informational page for our 33rd Annual Client Event! We were excited to round out the year at The Golf Club at Newcastle for our event, live and in-person. As the grand finale of our Client Education Series for 2025, we celebrated with a delicious lunch, musical entertainment, and an educational presentation from our keynote speaker, Jason Vaillancourt, CFA, from Columbia Threadneedle. We reflected on the economy and, more importantly, gathered in gratitude at this annual event — a chance to show you, our clients, how much we appreciate your continued trust and support.
Please feel free to email any questions or comments to info@paulried.com.
Did you miss the event? Want to re-watch your favorite moments? Share it with friends and family? Click here or on the video above to start the show! You may also click on the timestamps below to jump to that section. Please note, the video will open in a separate window on YouTube.
- 00:00 Introduction by Paul R. Ried & Tim Kimmel
- 06:47 Keynote Speech by Jason Vaillancourt
- 36:06 Q&A with Jason Vaillancourt
- 59:02 Four Key Takeaways by Paul R. Ried
- 1:05:41 Event Wrap-Up by Paul R. Ried
Take-Home Materials
Jason Vaillancourt is Chief Portfolio Strategist for Columbia Threadneedle Investments. Columbia Threadneedle has over $654 billion under management and works exclusively with institutions including Financial Advisory firms and their clients. He is responsible for developing the firm’s capital markets outlook and communicating global macro views to the firm’s clients and stakeholders. In this role, he works closely with each of the various global investment teams understanding their approach, philosophy, and market outlook.
Prior to joining Columbia Threadneedle, Jason spent nearly 25 years at Putnam Investments where he was Co-Head of the firm’s Multi-Asset Investment team and a portfolio manager on their Global Balanced and Absolute Return strategies.
Jason received a B.S. in finance from Northeastern University and an MBA from University of Chicago Booth School of Business. In addition, he holds the Chartered Financial Analyst® designation.
This page provides information and website links that were accurate at the time of the event, November 5, 2025, and will not be monitored for future updates. Thank you for your understanding.