Q3 Investment Outlook & Positioning
Round Table’s dedicated investment team, led by Chief Investment Officer & Partner, Robert Davis, will provide a discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.
- 2021 YTD Market Review
- Macroeconomic Review & Outlook
- Asset Class Outlooks & Positioning Recommendations
- The Top Concerns in Markets Today & How RTWM is Positioning for Them
Please feel free to reach out with any questions about joining the webinar. If you are unable to attend on Thursday, July 15th, please let us know and we will send a replay of the presentation.
Partner, CIO, Round Table Wealth Management
Robert Davis, a Partner and the Chief Investment Officer of Round Table Wealth Management, has been with the firm since 2006. Bob is the chairman of the firm’s Investment Committee and his responsibilities include the development, review and analysis of investment strategies, portfolio and risk management, asset allocation, manager selection and due diligence, and product review.
Bob has both a B.A. and M.B.A. from Southern Methodist University and has over 20 years of experience in the financial industry. Prior to joining Round Table, Bob served as vice president of a single-family office with over $1 billion in assets, where he was responsible for investments in both traditional and alternative asset classes. He began his career at a New York-based boutique investment bank. Bob holds both the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations.
Bob enjoys playing competitive lacrosse, distance running and competing in triathlons.
Director, Portfolio Advisor
Steven Saunders is a Director, Portfolio Advisor with Round Table Wealth Management. He is a member of our investment team and a member of the firm’s Investment Committee.
His responsibilities include manager research, due diligence, client portfolio analysis, and asset allocation evaluation. Steven is a graduate of the University of Wisconsin-Milwaukee with a B.S. degree in Finance as well as having completed the Investment Management Certificate Program (IMCP).
He holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. Steven enjoys exploring the outdoors through camping and mountain biking.
Director, Portfolio Advisor
Theodore Schneider is a Director, Portfolio Advisor with Round Table Wealth Management and has been a member of our investment team since 2012. His responsibilities include manager research, due diligence, client portfolio analysis and asset allocation evaluation.
Theodore has extensive experience with non-profit clients, working with endowments, foundations and charitable organizations to provide investment management services. He is acutely knowledgeable of the nuanced investment, reporting and policy requirements that typically exist within non-profit relationships.
Theodore is a graduate of Princeton University with an A.B. in Sociology and holds the Chartered Financial Analyst® designation. Prior to joining Round Table, Theodore played professional soccer for the New York Red Bulls of Major League Soccer. He is also an avid golfer and enjoys spending time with his wife, son and golden retriever.