Navigating today’s market: Portfolio Playbook & SMA Opportunities – Invesco – 5.16.25

Summary:

Get a timely and actionable overview of what’s happening in the current market and economic trends, and explore strategic portfolio positioning. In addition, learn how Invesco’s SMA strategies aim to provide client benefits that may include portability, customization and tax harvesting across equities and fixed income. Gain insights into enhancing your investment approach with innovative techniques during times of uncertainty.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Brian Levitt is a Global Market Strategist at Invesco. In this role, he specializes in developing investment outlooks and analyzing timely market and economic themes to determine what may have impact on investment strategies for both financial professionals and investors. Mr. Levitt helps financial professionals connect with their investor clients by providing clear context and communicating investment views using practical analogies and stories. He is the author of Invesco’s “Compelling Wealth Management Conversations” program, which seeks to help investors manage emotions and stick to their investment plans, as well as the firm’s “Financial Literacy” program, which is designed to educate families on personal finance. Mr. Levitt cohosts Invesco’s “Greater Possibilities” podcast and is the author of Invesco’s “Above the Noise” monthly newsletter.

Mr. Levitt joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then furthered his professional journey in the Macro and Investment Strategy group in 2005. Mr. Levitt is frequently quoted in the financial services media, including Barron’s, Financial Times, and The Wall Street Journal. He is a recurring guest on CNBC, Bloomberg, and Yahoo! Finance.

Mr. Levitt earned a BA degree in economics from the University of Michigan and an MBA with honors in finance and international business from Fordham University.

Patrick Mullins is Head of SMA Specialists at Invesco and leads a team of 5 regional sales / support leaders focused on SMA business development. He has worked in various senior roles related to SMA product management and business development since 2002.

Prior to joining Invesco in 2022, he served as Head of Separately Managed Account (SMA) business at Columbia Threadneedle Investments since 2017. Prior to Columbia, Patrick was Senior Vice President at Bank of America (BofA) leading SMA platform initiatives at both U.S. Trust and Merrill Lynch. Before joining BofA in 2006, he introduced SMAs at Citizens Bank's Wealth Management division and held various roles within Fidelity and Bank of Boston.

Mr. Mullins received a B.S. in Management from Suffolk University and an MBA from Bentley University. He is a Certified Financial Planner (CFP^®) and is co-chair of the NICSA SMA sub-committee, which is an industry round table.