Portfolio Management Virtual Roundtable with Kendall Capital
We would like to invite you to a highly informative virtual roundtable, hosted by our portfolio management team. Our team will provide an in-depth update on Kendall Capital’s outlook concerning our current economic and market conditions. We’ll also pull back the curtain on how we develop, implement, and maintain our proprietary investment strategies. Please feel free to send the invite along to a friend or family member who may benefit from this information.
This roundtable is designed to address the unique investment management issues faced by today’s Middle-Class Millionaire investors. Clark Kendall CFA, AEP®, CFP®; Brian Mattox CFA, CAIA; Jason Tkach CFA; Zemin Zhu CFA, FRM; and Justin Wunder, will discuss various investment topics, including but not limited to:
- A current update on the markets and economy, interest rates, inflation, fed policy, artificial intelligence, market segments that look attractive and those that don’t, and other timely topics
- Portfolio design, including our mutual fund and individual equity selection process
- Investor behavioral biases and their impact on markets
RSVP: Please register by Monday, August 19th. If you have questions, please reach out to Nina Smith at nsmith@kendallcapital.com or 240-801-7920.
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Event Date
August 22, 2024
Event Time
6:00PM - 7:30 PM
Event Location
This is a virtual event. Advance registration is required.
Register NowSpeakers
Clark Kendall, CFA, AEP®, CFP®
President & CEO
Clark A. Kendall, founder of Kendall Capital in 2005, passionately serves the middle-class millionaires of Washington, D.C., as a devoted fiduciary advisor. A former equity seat holder on the New York Stock Exchange (NYSE), Clark has over 30 years of experience and credentials including CFA®, AEP®, and CFP®. A father of four, he is actively engaged in community and mentorship programs and lives with his wife in Sandy Spring, Maryland.
Clark Kendall, CFA, AEP®, CFP®
Brian Mattox CFA, CAIA
Chief Investment Officer, Vice President
Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting investment managers, and implementing custom investment strategies for clients.
Brian Mattox, CFA, CAIA
Jason Tkach CFA
Vice President, Portfolio Manager
Jason brings a wealth of investment, trading, and research experience to his role as Vice President, Portfolio Manager. His responsibilities include the management and implementation of the Kendall Capital Income & Growth and GARP equity portfolios, client portfolio implementation, management and rebalancing, equity portfolio research, and the design and management of the firm’s trading process.
Jason Tkach, CFA
Zemin Zhu CFA, FRM
Assistant Vice President, Portfolio Manager
As Assistant Vice President, Portfolio Manager, Zemin is responsible for investment strategy construction and review, mutual fund selection and quantitative analysis, and workflow automation and processes optimization. Zemin has earned the right to use both the Chartered Financial Analyst® (CFA) and FRM designations. Zemin is also a SAS Certified Advanced Programmer and has a Bloomberg Essentials Online Training Program Acknowledgement.
Zemin Zhu, CFA, FRM
Justin Wunder
Investment Associate
As an Investment Associate, Justin is responsible for assisting with trade execution, account reconciliation, and rebalancing client accounts. He recently obtained his Series 65 license and is working towards a CFA® designation.
Justin Wunder