The Test Company
Upcoming Webcasts
March 25, 2025 @ 11 am ET
Unlock new practice growth: Navigate state retirement mandates with smart retirement plan solutions
Empower your business owner clients with the latest insights on state retirement mandates and SECURE 2.0 tax credits! Join our expert-led webcast to explore smart retirement solutions that ensure your clients, and their employees receive the retirement benefits they've earned.
Featuring: Tina Anstett and Charlie Cote
March 27, 2025 @ 11 am ET
Finding the value in Value
As market dynamics move with policy changes, it’s more important than ever to employ a research-driven approach to investing in equities. Join us as our investment experts discuss two complementary approaches to construct a diversified, large cap value portfolio that incorporates quality and value.
Featuring: Dave Silberman and Scott Blasdell
April 2, 2025 @ 11 am ET
2Q25 Guide to the Markets
Join our speakers as they discuss the investment landscape using slides from the 2Q25 Guide to the Markets.
Featuring: Dr. David Kelly and Gabriela Santos
April 3, 2025 @ 11 am ET
State of the states: Opportunities in the municipal investing landscape
Join us for an informative webcast as we delve into the latest market events impacting municipal bonds.
Featuring: Rachel Betton and Matt Sinni
Previous Webcasts
March 20, 2025 @ 11 am ET
Is the time right for investing internationally? Unpacking the markets and opportunities
Join us as our investment experts discuss opportunities in international markets and how our core international portfolio is focused on combining the best qualities of active and passive in an index-like portfolio that capitalizes on specific stock insights.
Featuring: Gabriela Santos and Piera Elisa Grassi
March 19, 2025 @ 4:15 pm ET
On hold awaiting clarification
After the FOMC meeting on March 19th, Chief Global Strategist, Dr. David Kelly, will be joined by Head of Global Multi-Asset Strategy, John Bilton, to discuss the outlook for the economy and positioning in multi-asset portfolios in light of recent developments.
Featuring: Dr. David Kelly and John Bilton
March 17, 2025 @ 11 am ET
Guide to Alternatives
Featuring: Dr. David Kelly and Aaron Mulvihill
March 13, 2025 @ 11 am ET
Recession risks, inflation fears and coping with a correction
This market call will discuss the outlook for the economy and markets considering recent developments, diving deeper into how investors can use fixed income to play defense in portfolios.
Featuring: Dr. David Kelly and Jordan Jackson
March 12, 2025 @ 11 am ET
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
March 10, 2025 @ 11 am ET
Guide to Retirement
Join our speakers as they discuss the current retirement landscape using slides from the newly launched 2025 Guide to Retirement.
Featuring: Mike Conrath and Dr. David Kelly
March 6, 2025 @ 11 am ET
Investing in Fixed Income in a higher rate paradigm
Our investment experts will share their insights on bond selection, interest rate impacts, and how active management can help play an important role in clients’ portfolios.
Featuring: Cary Fitzgerald and Priya Misra
March 5, 2025 @ 11 am ET
Investment Implications of Tariffs and Other Policy Announcements
Featuring: Dr. David Kelly and Gabriela Santos
February 27, 2025 @ 11 am ET
SmartRetirement update: Know people, know markets
Please join us for a SmartRetirement update, including our investment objectives and process, our latest research and innovations, how our glide path is designed for real-world participant behavior and market realities—and how the portfolios performed in the last quarter.
Featuring: Dan Oldyroyd and Ove Fladberg
February 24, 2025 @ 11 am ET
Guide to ETFs: Market outlook and its potential impact on ETF investing
Join our speakers as they explore the evolving ETF investment landscape in light of our market outlook.
Featuring: Jon Maier and Gabi Santos
February 19, 2025 @ 11 am ET
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
February 13, 2025 @ 11 am ET
Make consistent income the outcome: The power of a flexible bond strategy
Join us for a discussion on how a well-diversified bond portfolio can generate consistent income, especially in light of the new administration and evolving policies.
Featuring: Andrew Norelli
February 12, 2025 @ 11 am ET
Quarterly DC Review
Tina will give a post-inauguration update and discuss litigation trends. Jack will discuss how policy change might impact the economy, rates and capital markets in 2025.
Featuring: Tina Anstett and Jack Manley
February 3, 2025 @ 11 am ET
The investment implications of new tariffs
Over the weekend, President Donald Trump signed orders imposing tariffs on goods from Canada, China, and Mexico. In response, Canada has implemented retaliatory tariffs, with Mexico and China indicating plans to follow suit. Join us today at 11 a.m. ET for an insightful discussion with Dr. David Kelly, Chief Global Strategist, and Giri Devulapally, Portfolio Manager of Large Cap Growth Strategies.
Featuring: Dr. David Kelly and Giri Devulapally
January 29, 2025 @ 4:15 pm ET
On Hold Pending Policy Clarity
The speakers will discuss the outlook for policy and asset allocation in light of recent developments.
Featuring: Dr. David Kelly and Gabriela Santos
January 27, 2025 @ 12:15 pm ET
Explore the policy shifts creating new dynamics in alternatives
In this discussion, we look at every angle and give a consolidated view of the new administration’s incoming policy shifts.
Featuring: Aaron Mulvihill, Ashmi Mehrotra and Chad Tredway
January 23, 2025 @ 12 pm ET
Five Realistic Surprise Predictions for 2025
Join our fixed income experts as they explore five realistic surprise predictions for 2025 and reveal our outlook for bonds in a higher rate regime. Discover what the future might hold and how it could impact your strategies.
Featuring: Bob Michele and Kelsey Berro
January 22, 2025 @ 11 am ET
The potential impacts of “Day 1” decisions
Join our speakers as they discuss the Trump Administration’s “Day 1” actions, updated policy proposals and the outlook for the economy and markets in light of these developments.
Featuring: Dr. David Kelly and Gabriela Santos
January 21, 2025 @ 11 am ET
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
January 2, 2025 @ 11 am ET
1Q25 Guide to the Markets
Join our speakers as they discuss the investment landscape using slides from the 1Q25 Guide to the Markets. They will explore the outlook for the economy in light of recent policy proposals, the path forward for monetary policy and what investment opportunities look most attractive as markets look to maintain strong momentum into 2025.
Featuring: Dr. David Kelly and Gabriela Santos
December 18, 2024 @ 4:15 pm ET
Out of the cyclical storm and into the policy fog
Chief Global Strategist, Dr. David Kelly, will be joined by Chief Strategist for the Americas, Gabriela Santos, to discuss key takeaways from the December FOMC meeting and our newly released 2025 outlook.
Featuring: Dr. David Kelly and Gabriela Santos
December 13, 2024 @ 11 am ET
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
December 12, 2024 @ 11 am ET
Focus on Income: A conversation with James McNerny and Priya Misra
Join our experts as they discuss their outlook on fixed income, including interest rates, inflation and opportunities to help your clients meet their shorter- and longer-term income goals, while managing risk.
December 9, 2024 @ 11 am ET
Guide to Alternatives
Featuring: Dr. David Kelly
December 5, 2024 @ 11 am ET
Two complementary equity strategies focused on balancing income and capital appreciation with lower volatility
Join us for a lively discussion with Hamilton Reiner as he talks about two strategies that solve for the challenges many investors face today.
Featuring: Hamilton Reiner
November 25, 2024 @ 11 am ET
Unlocking Growth: A Style-Pure Large Cap Solution with JGRO
Join us to explore our JPMorgan Active Growth ETF, an actively managed ETF, designed to capture underappreciated growth opportunities in the large cap space.
Featuring: Giri Devulapally
November 21, 2024 @ 11 am ET
Mastering Markets and Model Portfolios
Join our Continuing Education webinar for a deep dive into today's dynamic markets. We’ll share insights into the current landscape, emerging trends and ideas to leverage model portfolios effectively in your practice.
Featuring: Jack Manley
November 18, 2024 @ 11 am ET
A tale of two strategies: Strategic approaches to diversifying & managing risk in 2024 and beyond
Join us as we explore strategies for diversifying and managing risk from an equity and fixed income perspective.
Featuring: Andrew Headley and Hamilton Reiner
November 14, 2024 @ 11 am ET
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
November 13, 2024 @ 11 am ET
Navigating Post-Election Markets: Insights from Our Experts
Our experts will provide insights and discuss investment implications to help manage risk while identifying potential opportunities in both the equity and fixed income markets.
November 12, 2024 @ 11:00 am ET
SmartRetirement update: Putting participants on the path to the retirement they've earned
Please join us for an update on SmartRetirement, including our investment objectives and process, how our glide path is designed for real-world participant behavior and market realities, and how the portfolios performed in the last quarter.
Featuring: Dan Oldroyd
November 7, 2024 @ 4:15 pm ET
The Fed after the Election
Join our speakers as they discuss the outlook for the economy, fiscal and monetary policy and portfolio implications.
Featuring: Dr. David Kelly and Gabriela Santos
November 6, 2024 @ 11 am ET
The Investment Implications of the U.S. Elections
Dr. David Kelly, will host a call on the election results and their implications for fiscal policy, the economy and investments.
Featuring: Dr. David Kelly
October 31, 2024 @ 11 am ET
Investing in education: Maximizing 529 plan benefits through active management
Join us as our speakers dive into 529 plans and discuss how active management can maximize your investment. They’ll also highlight tax-benefits and strategies for long-term educational savings and beyond.
Featuring: Tricia Scarlata, Doug Polak and Morgan Moriarty
October 28, 2024 @ 11 am ET
Markets, macro and maximizing tax outcomes: portfolio construction in a changing world
Dive into how future policy might impact tax rates, long-term investment returns and portfolio volatility, and understand how to harness this volatility to improve portfolio outcomes.
Featuring: Jack Manley
October 24, 2024 @ 11 am ET
"Be Tax Active" with our new capital gains estimation tool and Active Value ETF
Join us as we introduce the new capital gains estimation feature within our Heatmap Analysis tool and discuss portfolio trends and the importance of knowing what you own.
Featuring: Corey Hill, Andy Brandon and Scott Blasdell
October 21, 2024 @ 11 am ET
Long-Term Capital Market Assumptions
Join our speakers as they discuss the projections that are at the core of our approach to building stronger portfolios and explain how you can use them to inform your own strategic asset allocations.
Featuring: Dr. David Kelly, John Bilton and Stephanie Aliaga
October 17, 2024 @ 11 am ET
The ABCs of Fed Easing: Anything But Cash
Discover how to enhance your portfolio's yield potential while managing risk in today's dynamic market environment. Our investment experts will share their insights on bond selection, interest rate impacts, and how active management can help play an important role in clients’ portfolios.
Featuring: Cary Fitzgerald and Priya Misra
October 16, 2024 @ 11 am ET
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
October 10, 2024 @ 11 am ET
Investing in an Election Year
Join us as our experts provide key insights on policy implications, potential market trends and opportunities for investing in an election year and beyond. You’ll also hear how our Portfolio Insights tools can help you analyze and position portfolios, regardless of election outcomes.
Featuring: Jack Manley and David Lebovitz
October 2, 2024 @ 11 am ET
4Q Guide to the Market
Please join Dr. David Kelly and Gabriela Santos for a discussion on the investment landscape using slides from the 4Q24 Guide to the Markets.
Featuring: Dr. David Kelly and Gabriela Santos
September 30, 2024 @ 11 am ET
Quarterly DC Review
Join us for our Q4 Quarterly DC Review Webcast. Elizabeth Herman, Federal Government Relations Director, will provide an update on the potential impacts of the 2024 Presidential Election and Retirement Legislation. Jordan Jackson, Market Strategist, will be giving a market update following the September Fed Meeting.
Featuring: Elizabeth Herman and Jordan Jackson
September 26, 2024 @ 11 am ET
Active Fixed Income: Opportunities After the Fed's Latest Moves
Join our expert panel as they delve into the evolving fixed income landscape, discuss the trajectory for growth and the labor market, and uncover opportunities to help optimize and diversify your clients' fixed income investments.
Featuring: Andrew Melchiorre and Andrew Headley
September 23, 2024 @ 2 pm ET
How to think about retirement in an election year
Join our experts as they give an update on how you should think about taxes, Medicare and Social Security as it relates to retirement planning heading into election season and 2025.
Featuring: Dr. David Kelly and Michael Conrath
September 19, 2024 @ 11 am ET
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
September 18, 2024 @ 4:15 pm ET
Positioning portfolios as the Fed finally starts to ease
Join us after the FOMC meeting where our speakers will discuss the economic outlook and positioning in multi-asset portfolios.
Featuring: Dr. David Kelly and John Bilton
September 16, 2024 @ 11 am ET
Your roadmap for navigating the ETF Landscape: Introducing the Guide to ETFs
Join us for a CE-eligible webcast where we introduce you to our new J.P. Morgan Guide to ETFs. This comprehensive guide features detailed charts and graphs to provide a holistic view of the ETF market.
Featuring: Jon Maier and Corey Hill
September 12, 2024 @ 11 am ET
Cash on the sidelines? Help your clients achieve their income goals
Join our experts as they discuss their outlook on fixed income, including interest rates, inflation and opportunities to help your clients meet their shorter- and longer-term income goals, while managing risk.
Featuring: Priya Misra and James McNerny
September 10, 2024 @ 11 am ET
Strategic Investment Advisory Group: Gaining perspective on public and private equity
The Strategic Investment Advisory Group explores the intersection of public and private equity.
Featuring: Nick Home and Ashmi Mehrotra
September 9, 2024 @ 11 am ET
3Q Guide to Alternatives
The Guide is designed to simplify the complex world of alternative investments to help you make more informed decisions across real estate, infrastructure, private markets and hedge funds.
Featuring: Dr. David Kelly, Chad Tredway and Stephen Catherwood
September 5, 2024 @ 11 am ET
Balancing Act: Opportunities and Challenges for the rest of 2024
From Fed policy, inflation and rates to the latest political and market developments, our Global Market Strategist and CIOs explore the key themes affecting your clients and their portfolios for the balance of 2024.
Featuring: Dr. David Kelly, Lee Spelman, Bob Michele and Gary Herbert
August 26, 2024 @ 11 am ET
Reviewing the summer slowdown
Featuring: Dr. David Kelly and Gabriela Santos
August 22, 2024 @ 11 am ET
Markets are Active. Are your Fixed Income Managers?
Featuring: Richard Figuly and Gabriela Santos
August 15, 2024 @ 11 am ET
Investment strategy update: Navigating today’s fixed income markets using an absolute return-oriented approach
Featuring: Bill Eigen
August 12, 2024 @ 11 am ET
SmartRetirement update: Putting participants on the path to the retirement they've earned
Featuring: Anshul Mohan
August 8, 2024 @ 11 am ET
Is now still an ideal time to Invest in U.S Equities?
Featuring: Scott Davis and Gabriela Santos
August 5, 2024 @ 11 am ET
Interest rates, inflation and your portfolios: Actionable allocation ideas
Featuring: Dr. David Kelly, Andrew Headley and Priya Misra
July 31, 2024 @ 4:15 pm ET
Dr. David Kelly Webcast: Shifting gears to slower growth
Featuring: Dr. David Kelly and Gabriela Santos
July 25, 2024 @ 11 am ET
The Past, Present and Future of Asset Allocation
Featuring: Corey Hill and Amy Foland
July 24, 2024 @ 11 am ET
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
July 9, 2024 @ 11 am ET
Quarterly DC Review
Featuring: Jack Manley and Elizabeth Herman
July 1, 2024 @ 11 am ET
3Q Guide to the Market
Featuring: Dr. David Kelly and Gabriela Santos
Continuing Education opportunities
