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12:00–1:45pm. Investors globally or aging, but many need to monetize assets to generate income.  The speaker will discuss strategies and views on how to put investments to use, using globally diversified portfolios, to manage risk aversion, low interest rates, and uncertainty about growth globally.
Join Rob Williams, CFP®, Managing Director of Fixed Income and Income Planning at Charles Schwab & Co., as he provides perspectives and an international view on the challenges facing investors now.  Investors at every stage in life should be keeping a careful eye on
risk – but balancing risk, liquidity, and assets that generate cash flow, the research argues, is particular important when you shift from building retirement wealth to living off these investments.
Rob will discuss the risks, and opportunities, for investors with actionable strategies focused on globally diversified portfolios in the current investment climate.  He will also discuss Schwab's view on global income markets, U.S. monetary policy, and Schwab's views on global markets.
First 15-20 minutes is for networking
Sandwiches and beverages included


The American Chamber of Commerce in HK
1904 Bank of America Tower
12 Harcourt Road

Central, Hong Kong

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