The economy is recovering slowly from the shutdown earlier in the year and there is still a lot of uncertainty in the marketplace. Please join Robert Leonard, Senior Marketer (Rate Sales) BBVA, and Matt Morizio, Financial Advisor for Beck Bode, as we discuss the interest rate and equity markets.
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- Past – What have the interest rate and equity markets done the past 3 – 6 months?
- Present – Where are we headed and what moves can we expect from the new administration?
- Future – What does the road to recovery look like?
Program Level Knowledge:
CPE Credit Hours:
1 CPE HourPrerequisites/Advanced Preparation:
NoneField of Study:
EconomicsMethod of Learning: Webinar
Robert Leonard has over 30 years of experience in the interest rate derivatives market. Currently, he is a senior marketer in the Rates Sales team at BBVA USA, and has worked for the BBVA group for the past 11 years. Prior to BBVA, he spent 20 years with ABN AMRO/LaSalle bank in Chicago.
His client coverage experience is broad in both industry type (corporations, financial institutions, and government sponsored enterprises), and revenue size ($5 million to over $50 billion). He has presented to various networking groups and industry conferences on interest rate hedging strategies, developments in the derivative industry, and interest rate market conditions.
Robert holds a Bachelor of Science degree in computer science from Binghamton University, and a Master of Science in Industrial Administration from Carnegie Mellon University – Tepper School of Business.
Matt Morizio is a Financial Advisor with Beck Bode and is Series 65 Licensed.
Matt turned his five years in the minor leagues with the Royals into a lifetime of helping athletes and high performing individuals with their money. Baseball changed his life. It brought him places he never could have imagined, quite literally - living in Idaho Falls, Idaho, was not a bucket list item for him. And it made him into the man he is today: a man of faith, a husband, a dad of five kids, a leader in business and the community. Today he runs a financial advisory practice at Beck Bode, a registered investment advisor in the Greater Boston Area, where every day he coaches his clients on putting their hard earned dollars to work for them.