Upcoming ESI Hosted Webinar
Assessing Market Impacts After the Iran Strikes
Presenter: Paul Ma, VP and Lead Portfolio Strategist for Wealth Advisory & Portfolio Solutions Fidelity Institutional® (FI)
Tuesday, March 10th | 2:00 PM ET
Register Here
Join us in collaboration with Fidelity’s Paul Ma, for an in-depth and timely conversation examining the recent strikes on Iran and the rising tensions across the Middle East. We’ll unpack the latest developments and explore how evolving geopolitical dynamics could shape global markets, disrupt supply chains, and influence portfolio strategy in the months ahead.
Discussion Topics:
- Understanding how the current escalation fits within the broader Middle East geopolitical landscape.
- Assessing potential impacts on global markets, including energy, commodities, and supply chains.
- Identifying key risks and near-term scenarios investors should monitor.
About the Presenter:
Paul Ma, VP and Lead Portfolio Strategist for Wealth Advisory & Portfolio Solutions Fidelity Institutional® (FI)
Paul Ma is vice president and lead portfolio strategist for Wealth Advisory & Portfolio Solutions Fidelity Institutional® (FI). Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Ma assists the home office and their advisors with investment program designs to scale their business, help them grow their HNW client business, and provide market update that impacts their portfolios. Also, he is the head of the FMAX Investment Consulting team, as well as serving as the speaker on portfolio construction topics at client’s national conferences and engaging in CIO to CIO and home office consultations. Prior to joining Fidelity in 2015, Mr. Ma was a portfolio manager managing U.S. equities at SunAmerica, international and global equities at McLean & Partners and BlackRock, and long/short equities at Quad Capital. Mr. Ma earned his bachelor of arts degree in chemistry from Harvard University and his master of technology and policy degree from the Massachusetts Institute of Technology (MIT). He also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 66 securities licenses and is a CFA® Charterholder.
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