Investment Management Presentations

Cabot Money Management hosts an annual investment conference and luncheon for our clients, colleagues, and guests at the end of September. Key members of the Cabot Team speak about timely topics ranging from investment management themes and trends to various financial planning issues.

Cabot’s 2011 Year in Review

This is our opening presentation at our annual conference and is given by portfolio manager, Dennis Wassung. He highlights the year from an investment perspective and covers topics and events that had an impact on our economy.

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Middle Class Expansion in The Emerging Markets

Key members of our portoflio management team highlight global opportunities in the emerging markets. Presenters Rob Lutts, Timothy Moore and Dennis Wassung discuss investment opportunities in China and India, emerging markets’ financial services and China’s healthcare respectively.

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Financial Planning in Unpredictable Economic Periods

Cabot’s Senior Financial Planners Greg Steven's and Tom Vautin review the importance of proper planning and a long-term strategy.

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The New Economic Order: Currency, Stocks, Governments and Gold

This keynote presentation is given by Rob Lutts, president and chief investment officer. Rob discusses a changing world and how investors must adapt to this environment.

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