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Webcasts

Webcasts

05.16.2022

1st Quarter 2022 Market Review: Equity Income SMA

Speakers: Portfolio Managers Adam B. Bergman, CFA® and Charles (Chip) J. Wittmann, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®

05.09.2022

1st Quarter 2022 Market Review: Focus Equity

Speakers: Portfolio Managers Colin R. Ducharme, CFA®, and Jeremy M. Lopez, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®

05.04.2022

1st Quarter 2022 Market Review: Special Opportunities SMA

Speakers: Portfolio Managers Joshua L. Haggerty, CFA®, and Daniel A. Morrall, and Client Portfolio Manager Whitney L. Stewart, CFA®

02.17.2022

4th Quarter 2021 Market Review: Special Opportunities SMA

'Speakers: Portfolio Managers Joshua L. Haggerty, CFA®, and Daniel A. Morrall, and Client Portfolio Manager Whitney L. Stewart, CFA®

02.10.2022

4th Quarter 2021 Market Review: Equity Income SMA

Speakers: Portfolio Managers Adam B. Bergman, CFA® and Charles (Chip) J. Wittmann, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®

02.07.2022

4th Quarter 2021 Market Review: Focus Equity

Speakers: Portfolio Managers Colin R. Ducharme, CFA®, and Jeremy M. Lopez, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®

11.30.2021

3rd Quarter 2021 Market Review: Focus Equity

Speakers: Portfolio Managers Colin R. Ducharme, CFA®, and Jeremy M. Lopez, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®

11.22.2021

3rd Quarter 2021 Market Review: Special Opportunities SMA

Speakers: Portfolio Managers George F. Shipp, CFA®, Joshua L. Haggerty, CFA®, and Daniel A. Morrall, and Client Portfolio Manager Whitney L. Stewart, CFA®

11.15.2021

3rd Quarter 2021 Market Review: Equity Income SMA

Speakers: Portfolio Managers George F. Shipp, CFA®, Adam B. Bergman, CFA®, and Charles (Chip) J. Wittmann, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®

08.30.2021

2nd Quarter 2021 Market Review: Focus Equity

Speakers: Portfolio Managers Colin R. Ducharme, CFA®, and Jeremy M. Lopez, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®

08.26.2021

2nd Quarter 2021 Market Review: Equity Income SMA

Speakers: Portfolio Managers George F. Shipp, CFA®, Adam B. Bergman, CFA®, and Charles (Chip) J. Wittmann, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®

08.24.2021

2nd Quarter 2021 Market Review: Special Opportunities SMA

Speakers: Portfolio Managers George F. Shipp, CFA®, Joshua L. Haggerty, CFA®, and Daniel A. Morrall, and Client Portfolio Manager Whitney L. Stewart, CFA®


The Chartered Financial Analyst® (CFA) charter is a graduate-level investment credential awarded by CFA Institute - the largest global association of investment professionals. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct

Specific securities identified and described do not represent all of the securities purchased, sold or recommended to clients.

Any type of investment involves risk and there are no guarantees. Past performance is not indicative of future results.

The volatility of an index varies greatly. All indices are unmanaged and investments cannot be made directly in an index.

The opinions contained in the preceding presentation reflect those of Sterling Capital Management LLC, and not those of Truist Financial Corporation or its executives. The stated opinions are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.


Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees that these methods will be successful. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.