Communicating With You Via Emails, Videos, Presentations, Lunch Events With Managers, And Investor Conference Events

HB provides investment and economic commentary to our clients in a wide variety of formats. Our HB Market Monitor update is sent out quarterly to clients and our annual Economic Update and Investment Outlook is shared in the first quarter of each year along with a narrated video presentation of the materials. When investment managers visit HB to share updates we will often coordinate to have them present to our clients during a lunch event at our main office location.

HB also organizes an Investor Conference every other year featuring a wide range of well known speakers in the world of investments. Past events have featured presentations from Jeffrey Gundlach, Howard Marks, Liz Ann Sonders, Cliff Assness, David Golub, and other notable investment experts.