WP&BC Portland Chapter Recorded Webinar 

A 2021 Capital Markets, Legislative and Regulatory Outlook

Matt Sommer, CFA, CFP®, CPWA®
Senior Managing Director, Retirement Strategy Group

Janus Henderson Investors

Recorded on Tuesday, December 15, 2020 

This recored webinar will cover the following topics:

• Our outlook for the equity and fixed markets for 2021 including portfolio positioning and 401(k) investment lineup considerations
• A look back at the CARES and SECURE Act and items that are effective in 2021
  
• Potential tax law changes under a Biden administration
  
• The latest from the DOL
  

Matt Sommer is Senior Managing Director, Retirement Strategy Group at Janus Henderson Investors. In this role, he leads the Defined Contribution and Wealth Advisor Services Team. His expertise covers a number of areas, including regulatory and legislative trends, practitioner best practices, and financial and retirement planning strategies for high-net-worth clients. Prior to joining Janus in 2010, Mr. Sommer spent 17 years at Morgan Stanley Wealth Management and its predecessors, Citi Global Wealth Management and Smith Barney, during which time his roles included director of financial planning and director of retirement planning.

Mr. Sommer received his bachelor’s degree in finance from the University of Rhode Island and an MBA with a concentration in finance from Pace University, LubinSchool of Business. He is a Certified Private Wealth Advisor (CPWA®) and currently serves on the CPWA examination task force. Additionally, Mr. Sommer is an adjunct professor at the College for Financial Planning of the CFP®and CRPS® programs. He is also a Ph.D. candidate at Kansas State University. Mr. Sommer holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst designations. He has 27 years of financial industry experience.