When

Tuesday, October 20, 2020 from 1:00 PM to 2:00 PM PDT
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Where

This is an online event. 
 

 
 

Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

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  Strategic Partner Webinar Details 

Tuesday, October 20, 2020 
1:00 pm - 2:00 pm

Title:

2021 Capital Market Assumptions 

Speaker(s):
John Jordan, CFA, Vice President, Business Development Executive
Northern Trust Asset Management/FlexShares ETFs

Strategic Partner:

  

Program Description:
The COVID-19 pandemic shook the global economy, putting an end to the 10-year bull market. Equity markets have started to recover, but the pandemic introduced and exacerbated challenges that we expect to subdue financial market returns over the next five years.

Every year, Northern Trust’s Capital Market Assumptions Working Group develops forward-looking, historically aware forecasts for global economic activity and financial market returns — which drive our five-year asset class return expectations and inform our asset allocation decisions. All of this comes together in the form of our long-term strategic asset class allocation suggestions, which are used by institutional and individual investors worldwide.

6 KEY THEMES
Our Capital Market Assumptions five-year market outlook provides insight into the forces shaping the investing landscape for the coming years. There are the six key themes driving our tactical outlook and asset allocation for the next five years:

• Retooling Global Growth
• Massive Monetary Toolkit 
• Stuckflation Tested 
• One World, Two Systems
• Reimagining Capitalism
• Stay Focused on Climate Risk 

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.
*Webinar login information will be sent prior to the meeting.   

Speaker(s):
John Jordan, CFA, Vice President, Business Development Executive
Northern Trust Asset Management/FlexShares ETFs

John Jordan is a Business Development Executive with Northern Trust Asset Management. John is responsible for business development and relationship management across all advisory channels in Northern California. 

Prior to joining Northern Trust, John was with BlackRock's iShares business in San Francisco and was responsible for business development and relationship management for Registered Investment Advisors, Institutional Asset Managers and Family Offices. 

Additionally, John spent 10 years in various roles with Morgan Stanley and its Graystone Consulting business. He was responsible for advising clients including Foundations, Endowments, Retirement Plans and Private Clients. 

John graduated from Saint Mary's College of California with a degree in Business Administration with an Honors Concentration in Financial Services. He is a CFA Charterholder and serves on the Board of Directors of CFA Society San Francisco.