Countdown to 2026: How to position for a new year – State Street Investment Management – 11.20.25

Overview:
Title: Countdown to 2026: How to position for a new year
Date: Thursday, November 20, 2025
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Could there be gaps in your portfolios and are you looking for new areas to focus on heading into 2026? Join experts from State Street Investment Management as we provide four, often overlooked, areas to consider. Our experts will explore these questions and offer ideas you can put to work today:

  1. Where are you deploying cash?
  2. How are you approaching diversification?
  3. What sources are you using for income?
  4. What are you doing for capital appreciation?

Accepted for 1 CFP / IWI / CFA CE Credit

Not able to attend? Register now and you’ll receive replay information by email when available.

Speakers:
Michael Arone, CFA Michael Arone, CFA Chief Investment Strategist State Street Investment Management

Michael is a Managing Director and Chief Investment Strategist for State Street Investment Management’s US Intermediary business. He is responsible for expanding State Street Investment Management’s footprint and thought leadership effort through frequent contributions to the financial news media, speaking engagements and client interactions. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm’s Senior Leadership Team.

During his 30-year career in the investment management industry, Michael has served as State Street Investment Management’s Global and EMEA Head of Portfolio Strategy as well as a senior portfolio manager in the Global Active Quantitative Equity Group. He has substantial experience developing long-only and long-short quantitative strategies and managing investment portfolios using quantitative disciplines. Michael has worked extensively with the firm’s global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term financial goals.

Michael holds a BS in Finance from Bentley College. He has earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute.

Matthew Bartolini, CFA, CAIA Matthew Bartolini, CFA, CAIA Global Head of Research Strategists State Street Investment Management

Matthew is a Managing Director at State Street Investment Management and Global Head of Research Strategists. He manages a team responsible for the product research and analysis of ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes.

Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analysts designation, is a member of the CFA Institute as well as the Boston Security Analysts Society, and has earned the Chartered Alternative Investment Analyst (CAIA). He also holds the FINRA Series 7, 24, 63 licenses.

Allison Bonds Mazza, CIMA, CPWA Allison Bonds Mazza, CIMA, CPWA Head of US Wealth State Street Investment Management
Allison Bonds Mazza is a Senior Managing Director of State Street Investment Management, the fourth largest asset manager in the world, and Head of US Wealth. In this role, Allison is responsible for defining and leading State Street Investment Management’s distribution strategy, including management of the external, internal and hybrid sales teams, as well as the national accounts, home office research, model portfolio and defined contribution teams, across all intermediary and direct retail channels. In addition, she serves as President of State Street Global Advisors Funds Distributors, LLC, and is a member of State Street Investment Management’s Executive Management Group and State Street’s Operating Group.

Prior to her current role, Allison was Head of Private Wealth Management and Independent Wealth Management, leading the sales and national accounts teams across the wirehouse, regional broker dealer, independent broker dealer, private bank and RIA channels. Previously, she served in a succession of increasingly senior leadership roles, beginning with Private Wealth Regional Director, Western Divisional Director for the Independent Wealth Management Channel and finally Head of the Private Wealth Management Channel. She joined State Street Investment Management in 2008 as a Regional Consultant in Southern California.

Before joining State Street Investment Management, Allison spent eight years with Prudential Investments where she held a number of client-facing positions, most recently Senior Vice President and Western Divisional Sales Manager for PGIM mutual funds and separately managed accounts (SMAs).

Allison is a graduate of Cornell University, where she received a B.S. in marketing. She has earned the Certified Investment Management Analyst (CIMA®) designation as well as the Certified Private Wealth Advisor (CPWA®) designation. Allison is a founding member of the Southern California Chapter of Women in ETFs and maintains her FINRA Series 7, 66, 9, 10 and 24 licenses.

For Financial Professionals Only.

Important Risk Information

Investing involves risk including the risk of loss of principal.

This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

State Street Global Advisors and its affiliates have not taken into consideration the circumstances of any particular investor in producing this material and are not making an investment recommendation or acting in fiduciary capacity in connection with the provision of the information contained herein.

© 2025 State Street Corporation – All Rights Reserved

State Street Global Advisors (SSGA) is now State Street Investment Management. Please go to statestreet.com/investment-management for more information.

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Exp. Date: 11/30/2026