Private Ocean Announces 2021 Investment Education Series

Private Ocean recently announced a three-part investment event series in partnership with Charles Schwab & Co., kicking off on January 26th at 1:00PM with Schwab’s Senior Vice President, Chief Global Investment Strategist, Jeff KleintopRegistration is open to the public online at

Jeff will present the Global Market Outlook for 2021, which includes a vaccine-led broad based market recovery, with the new market cycle bringing on new leadership by international stocks.  For the global economic recovery, he notes a successful end to lockdowns this winter, followed by mass immunizations in the spring, and a sharp rebound of economic activity in virus-depressed sectors by summer.

“One of our priorities this year is to continue educating our clients and partners on the rapidly-changing world around us,” said Greg Friedman, CEO of Private Ocean. “With our continued virtual platform in place, we are able to offer valuable resources to an expanded audience, with our advisory team at the ready to answer questions that are specific to each client’s needs.”

On February 25th at 2:00PM, Private Ocean will be joined by Michael Townsend, Vice President of Legislative and Regulatory Affairs for Charles Schwab & Co., for a timely and entertaining discussion of how policy and political developments in the nation’s capital are affecting markets and individual investors. Mike helps investors cut through the noise of Washington and figure out what matters most to the markets. Registration for that event is also open to the public at

Finally on March 23rd at 2:00PM, Private Ocean welcomes Kathy Jones, Senior Vice President and Chief Fixed Income Strategist at the Schwab Center for Financial Research. Kathy will discuss the 2021 Fiscal & Monetary Policy and the implications for investors, if inflation is near a turning point and more. Registration for that event is also open to the public at

For more information on the latest events and access to our exclusive content, sign up for the blog.


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