Events and Webinars

Join Key Wealth for our Mid-Year Update, where our Chief Investment Office shares timely insights on the forces shaping markets and portfolios in the second half of 2026. We’ll explore how we’re navigating a complex environment marked by geopolitical uncertainty, rapid advances in artificial intelligence, evolving private markets, and a more cautious U.S. consumer, all against the backdrop of the upcoming congressional midterm elections.

Agenda highlights include:

• Geopolitics and global risk: How we assess energy shocks, geopolitical flashpoints, and which headlines are likely to matter most over time
• Artificial intelligence: What to watch as AI investment accelerates, the industries most susceptible to disruption, and where we see opportunity
• Inflation, interest rates, and the Fed: Key factors that could shape the path forward
• Equity markets and the consumer: Why equity markets hover near all-time highs while consumer confidence remains historically low
• Portfolio positioning: How we’re thinking about the second half of 2026
   

Speakers

• George Mateyo, Chief Investment Officer
• Brian Pietrangelo, Managing Director of Investment Strategy
• Rajeev Sharma, Head of Fixed Income
• Stephen Hoedt, Head of Equities
• Sean Poe, Managing Director, Head of Multi-Strategy Research
   

We hope you’ll join us for this timely discussion and perspective on the road ahead.

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When markets become volatile and headlines get louder, it’s normal for investor confidence to be tested. In moments like these, clarity matters most.

Join us for a timely National Call as Key Wealth's Chief Investment Office shares how we are thinking about the current environment and what we are watching next, with a focus on three major forces shaping the investment landscape: the conflict with Iran, rapid changes tied to artificial intelligence, and inflationary pressures.
 

What we’ll cover

• Iran and geopolitics: how we think about risk, volatility, and the headlines that matter most
• AI disruption: where AI may be influencing growth, productivity, and market performance
• Inflation, interest rates, and the Fed: what could drive the next move and what indicators we’re tracking
   

Questions we’ll address

• What is signal versus noise in our current environment?
• What developments would change our outlook, and which ones likely will not?
• How do we keep portfolios and planning aligned when emotions run high?
   

Speakers

• George Mateyo, Chief Investment Officer
• Brian Pietrangelo, Managing Director of Investment Strategy
• Rajeev Sharma, Head of Fixed Income
• Stephen Hoedt, Head of Equities

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The economy may be fine on paper, but with rising costs, it doesn't always feel that way. Between geopolitical events, AI disruption, and market uncertainty, investor anxiety is on the rise.

Join us for a candid conversation with behavioral scientist Brian Portnoy about:

1. Factors that drive good financial decisions.
2. The difference between chasing "more" and achieving true financial wellbeing.
3. How to find clarity when the world feels anything but clear.

Questions we’ll answer:

• What questions should investors be asking themselves right now – that go beyond market performance?
• How are you guiding clients in today’s environment?
• How do you find wealth beyond money?

Speakers:

• Tom Jarecki, National Director, Wealth Planning & Advice
• Brian Portnoy, Founder at Shaping Wealth

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As we approach the beginning of the second half of the decade and the 250th anniversary of our great country, we are confronted by unrelenting waves of change, elevated (and extended) levels of uncertainty, and massive disruption occurring within several key sectors of our economy and society.

Join us as we delve into three major areas of change investors will likely face in 2026:

1. Changes within our political systems and norms
2. Technological changes (e.g., artificial intelligence)
3. Changes within the investing landscape and market structure

Topics we will address include:

• The outlook for inflation, interest rates, the Fed, and the US consumer
• Artificial Intelligence and its impact on the economy and financial markets
• Actions investors should be taking now

Speakers:

George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities
Brian Pietrangelo, Managing Director of Investment Strategy

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As the retirement landscape continues to evolve, organizations must adapt their 401(k) strategies to meet the needs of a dynamic workforce. This webinar explores how to navigate the shifting environment, manage plan priorities effectively, and leverage KeyBank’s 401(k) solution to reduce risk and enhance participant outcomes.

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Artificial Intelligence (AI) is no longer a futuristic concept — it’s a present-day force reshaping industries, economies, and everyday life. Join us for a dynamic panel discussion featuring experts from Key Wealth and Google as we unpack the evolution, mechanics, and societal impact of AI.

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