Pursuing Growth Beyond The U.S. – iM Global Partner – 4.25.24

Overview:
Title: Pursuing Growth Beyond The U.S.
Date: Thursday, April 25, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Over the past decade, international equities have significantly lagged behind their U.S. counterparts.

However, this trend doesn’t tell the whole story. Behind this disparity lie vast and sustained growth opportunities for long-term investors in international markets. At Polen and iM Global, we firmly believe that ignoring these markets means potentially missing out on some of the most promising high-quality growth companies in the world.

We invite you to join us for an insightful webinar where we’ll discuss the compelling case for increasing international exposure while maintaining exposure to U.S. equities. We’ll further examine the dynamic landscape of international markets and showcase examples of quality growth companies from around the world.

Speakers:
Todd Morris Todd Morris Portfolio Manager & Analyst Polen Capital

Todd is lead Portfolio Manager of Polen Capital’s International Growth strategy. He also works as an analyst, identifying and researching investments for the strategy. During his time at Polen Capital, he has served as a Research Analyst and the Director of Research. Prior to joining Polen Capital in 2011, Todd worked in research and marketing roles with Prudential Insurance and Millennium Global Asset Management. Prior to that, Todd served in the U.S. Navy for seven years, during which he navigated a warship on three deployments, taught at the U.S. Merchant Marine Academy, and served with the U.S. Army in Iraq. Todd received a B.S. in History from the U.S. Naval Academy where he was a student-athlete and an M.B.A. from Columbia Business School.
SpeakerName Peter Sousa, CIMA® Director – US Strategic National Accounts & Portfolio Strategies iM Global Partner

Peter is responsible for leading the iMGP Portfolio Strategies and AdvisorIntelligence businesses, which are iMGP’s model portfolio and outsourced investment research businesses. Peter is also part of the national accounts team at iMGP, driving key initiatives aimed at deriving new sales, distribution, and marketing initiatives for iM Global Partner and its Partner solutions. Prior to joining the firm, Peter was in a business development role at BlackRock. Peter is a graduate of Saint Mary’s College of California (BS – Business Administration and MS – Financial Analysis and Investment Management).
For Financial Professionals Only.

This information is authorized for investment advisors, broker/dealers, and other registered financial professionals only.
This webcast is presented by iM Global Partner and Polen for informational purposes only and no statement is to be construed as a solicitation or offer to buy or sell a security, or the rendering of personalized investment advice. There is no agreement or understanding that iM Global Partner or Polen will provide individual advice to any investor or advisory client in receipt of this document. Certain information constitutes “forward-looking statements” and due to various risks and uncertainties actual events or results may differ from those projected. Some information contained in this webcast may be derived from sources that we believe to be reliable; however, we do not guarantee the accuracy or timeliness of such information. Past performance may not be indicative of future results and there can be no assurance the views and opinions expressed herein will come to pass. Investing involves risk, including the potential loss of principal. Any reference to a market index is included for illustrative purposes only, as an index is not a security in which an investment can be made. Indexes are unmanaged vehicles that do not account for the deduction of fees and expenses generally associated with investable products.