Todd and Kyle revisit the highlights from our 2026 Client Appreciation Event, including the latest enhancements at Inside Edge Capital, how we’re using AI to expand our capabilities and spend more time with clients, and Todd’s current outlook on the markets.
Whether you joined us in person or weren’t able to make it this year, we hope you enjoy the presentation and a look at what we’re building for the road ahead.
Part Two – The Presentation Continues
A little Saratoga weather interrupted us after Part One, so everyone moved inside Todd’s house to finish the presentation. The second half picks up right where we left off, with Todd digging further into interest rates, the Fed, AI-related capital spending, energy, technology, and what we’re gearing up for in our portfolios through the rest of the year.
