Symmetry Partners

19oct9:45 am10:15 am9:45 am - 10:15 am(GMT-04:00) Tax Strategies for the HNW Client (Part I)John McDermott, Ph.D., Head of Investments, Symmetry Partners
Glenn Shirley, Principal, Head of Investor Relations, Quantinno Capital Management

Hosts

 

John McDermott, Ph.D., Chief Investment Strategist, has worked with Symmetry since 2005. In his role, he manages and enhances Symmetry’s Evidence-Based solutions. A renowned scholar focused on the role of liquidity in financial markets, John has been published in numerous academic journals, including The Journal of Banking and Finance, The Journal of Financial Markets, and The Journal of Futures Markets.

 

 

Glenn Shirley, CAIA, Head of Investor Relations, Quantinno Capital Management. At Quantinno, Glenn manages everything from providing financial advice to clients and business partners to business development roles across numerous client segments in asset management. He began his career in Merrill Lynch’s Global Private Client Group, was a research analyst at KSM Capital Advisors, and served as a member of AQR’s business development team.

Time

October 19, 2023 9:45 am - 10:15 am(GMT-04:00)

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Panoramic Investment Solutions

Investment Solutions Guide

Our guide provides an overview of the breadth of solutions provided by the Panoramic Investing Team at Symmetry Partners, covering everything from mutual fund models to Separately Managed Accounts (SMAs) and Direct Investing to High-Net-Worth Tax Alpha solutions.

Elections & Markets

What Investors May Want To Know

Want to learn more about how elections can influence your investments and what to watch for? Access Elections & Markets – What Investors May Want to Know.

FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.