June 2018 Market Perspectives Webinar – Replay & Slides

Our June Market Perspectives Webinar included a discussion of the following research topics:

  • Buy in May and Stay Invested
  • Are You Investing or Merely Speculating?
  • The #1 Rule in Investing
  • Diversification and the Fear of Missing Out
  • Charlie’s Top Tweets
  • Charlie’s Summer Reading List
  • Current Market Insights and Analysis
  • Q&A

Click the link below for the slides

Pension Partners – Webinar – June 2018

Webinar Replay:

Webinar Poll Results:

Image of Pension Partners Webinar June 2018 poll result

This webinar is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Pension Partners, LLC in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this webinar should not be construed as financial or investment advice on any subject matter. Pension Partners, LLC expressly disclaims all liability in respect to actions taken based on any or all of the information on this webinar.



Charlie Bilello is the Director of Research at Pension Partners, LLC, an investment advisor that manages mutual funds and separate accounts. He is the co-author of four award-winning research papers on market anomalies and investing. Charlie is responsible for strategy development, investment research and communicating the firm’s investment themes and portfolio positioning to clients. Prior to joining Pension Partners, he was the Managing Member of Momentum Global Advisors and previously held positions as a Credit, Equity and Hedge Fund Analyst at billion dollar alternative investment firms.

Charlie holds a J.D. and M.B.A. in Finance and Accounting from Fordham University and a B.A. in Economics from Binghamton University. He is a Chartered Market Technician (CMT) and also holds the Certified Public Accountant (CPA) certificate.

In 2017, Charlie was named the StockTwits Person of the Year. He has been named by Business Insider and MarketWatch as one of the top people to follow on Twitter and his work has been featured in Barron’s, Bloomberg, and the Wall Street Journal.

You can follow Charlie on twitter here.


Comments are closed.