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2026 Annual Seminar: Day Two

  • The Roosevelt Hotel 130 Roosevelt Way New Orleans, LA, 70112 United States (map)

Session A — Coming Soon (8:45–9:45)

Session B — Is Defensive the New Offensive? (10:00–11:00) In a market dominated by speculative trends like AI, we think defensive stocks are quietly proving their value. These durable, undervalued businesses have the potential to help investors navigate uncertainty while positioning for meaningful upside.  We spotlight how defensive sectors such as utilities, staples, insurance, and healthcare have consistently delivered dividend growth, stable earnings, and strong total returns—even in challenging markets. 

Session C — Confronting Concentration Risk in Equity Markets (11:00–12:30)

Lunch & Speaker — Coming Soon (12:00–1:30)

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September 14

2026 Annual Seminar: Day One