Decoding Market Winners and Losers

Join Kevin Gordon, Senior Investment Strategist and Richard Flynn, Managing Director at Charles Schwab, for a timely session on how to navigate today’s shifting markets. Discover which global sectors are leading, which trends are fading, and how to adjust your portfolio accordingly. Gain expert insights from two experienced market professionals with deep expertise in US investing and global strategy.

What You'll Learn: 

• Learn which global sectors and strategies are outperforming right now
• Understand what to avoid and why some trends are fading
• Discover how to adjust your portfolio to stay aligned with real-world momentum

Who You'll Hear From: 

Kevin Gordon, Director, Senior Investment Strategist, Charles Schwab

Kevin Gordon is the research associate for Schwab's Chief Investment Strategist Liz Ann Sonders. In addition to analyzing the U.S. economy and stock market for Schwab's clients, he helps develop deep-dive projects as well as content for Schwab's public website, internal business partners, and social media outlets. Kevin is a frequent guest on CNBC, Yahoo! Finance, Bloomberg TV, and CBS News, and has been quoted in The New York Times, Forbes, MarketWatch, CNN, The Wall Street Journal, and Bloomberg.

Prior to joining Schwab in 2019, Kevin gained experience in asset allocation research at an investment advisory firm, and worked for a U.S. senator in Washington, D.C. He graduated magna cum laude from Pepperdine University, where he co-managed a student-run investment fund and co-authored academic publications on politics and the economy. Kevin holds an MBA from New York University's Stern School of Business and a B.A. in Economics and Political Science from Pepperdine University.

Kevin is a member of the President’s Advisory Council for Almost Home Kids affiliated with Ann & Robert H. Lurie Children's Hospital of Chicago.

Richard Flynn, Managing Director, Charles Schwab UK 

Richard Flynn is an experienced financial professional with over 20 years of experience in equity markets (specializing in US investing) and the delivery of financial advice. He has been with Charles Schwab for over 14 years and for the last six years has served as Chief Executive of its UK retail business, Charles Schwab UK.

Prior to joining Schwab, Richard worked in numerous financial firms, delivering financial advice to investors and professionals across the UK and Ireland. A law graduate of University College Dublin, Richard has studied at the Wharton School and holds a diploma in Private Client Investment Advice and Management through the UK’s Chartered Institute for Securities and Investment.

About Charles Schwab

At Charles Schwab, we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.

More information is available at aboutschwab.com. Follow us on X, Facebook, YouTube, and LinkedIn.

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Agenda (UK time):

• 5:00 pm - Introductions & Discussion
• 5:15 pm - Audience Q&A
• 5:30 pm - End