2022 was a volatile year for capital markets. As we turn the page to a new year, what should investors expect in 2023? And will the themes that drove the market in 2022 continue to be the key drivers in 2023?
On Tuesday, January 17 at 3:00 PM CT, Phil Daniels and Cliff Aque will recap the biggest market and economic factors of the past year and share their insights and perspectives on what may be in store for markets in 2023. Phil and Cliff will discuss:
- How inflation has affected investment markets and the economy
- The Federal Reserve’s policy response to ongoing inflation
- The shift between growth and value within the capital markets
- The changing landscape for fixed income investments
About the Presenters
PHIL DANIELS, CFP®, AIF®
Executive Vice President
Phil joined Brand Asset Management Group in 2004 and has 30 years of experience in the investment industry. In 2021, Phil’s commitment to BAMG was recognized when he became a partner in the firm.
Phil earned a Bachelor of Science degree in Finance from Millikin University in 1991 and received his MBA with a concentration in Finance from the Olin School of Business at Washington University in St. Louis in 2003. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2007. Phil earned the AIF® designation in 2013. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.
Phil chairs the Board of Trustees for the Lutheran Hour Ministries Foundation. He enjoys devoting his free time to family, travel, golf, and watching college football.
CLIFF AQUE, CFA
Investment Analyst
Cliff joined Brand Asset Management Group in 2022 as an Investment Analyst with twenty years of previous experience. Previously, he directed due diligence on public and private investment strategies, created model portfolios, and led research on fixed income and liquid alternatives. Most recently, Cliff served as an asset class expert on real assets and alternatives.
Cliff received his BA in Government and English from Georgetown University and his MBA in Finance from DePaul University. He is also a CFA Charterholder.
He was born and raised in Chicago and is moving his family to St. Louis to join the team. He enjoys reading and spending time in nature with his six kids and his wife, Colleen.
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