TCEPC January 27th Morning Meeting
7:30 AM - 9:00 AM
Zoom

If you cannot attend January 27th, but wish to renew your membership or become a Sponsor, click this link.

Markets in Motion: Investing Smarter in a Tech-Driven Era

Today’s investment landscape is evolving quickly, shaped by rapid technological change, the dominance of passive investing, and growing market concentration. Advisors face an economy that looks very different from the last decade, requiring fresh thinking and updated strategies.

This session explores how technology is influencing stock pricing, accelerating obsolescence, and reshaping market behavior. We’ll examine the rise of passive investing, the imbalance between growth and value, and key lessons from the post-GFC period through 2025. We’ll also highlight practical approaches for navigating today’s environment, including identifying stronger value opportunities, recognizing the impact of AI, and understanding behavioral signals such as consumer confidence and early market trends.

Advisors will leave with clearer insight into current market dynamics, what has changed, and how to make more informed investment decisions in a fast-moving world—while avoiding the risks of staying on the sidelines.

Learning Objectives

By Attending this Session Advisors will…. 

1. Understand the implications of technology on stock pricing.
2. Recognize that the economy has changed from the experience of the last decade.
3. Considerations for how to invest today.

Zoom Login: 7:45 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am

Anticipated CE: 1 CFP®, 1 MN Insurance & 1 CLE Credit

Herb Schechter, CPA Managing Director, Minneapolis Portfolio Management Group, LLC

Herb Schechter joined Minneapolis Portfolio Management Group, LLC in 2005 as Managing Director, providing technical resources and business development services to the firm. Prior to joining MPMG, he was a founding shareholder of Schechter, Dokken, Kanter, Andrews & Selcer, Ltd., a certified public accounting firm based in Minneapolis, Minnesota, and served as managing shareholder of the firm. Earlier in his career, Mr. Schechter was a partner at Laventhal & Horwath, the seventh largest accounting firm in the U.S., and served as a managing partner of the Minneapolis office. In addition to his 46 years of accounting services experience, Mr. Schechter has authored and edited numerous publications, including auditing guides, tax handbooks, and technical practice aids published by the Minnesota Society of Certified Public Accountants, the American Institute of CPAs, Practitioners Publishing Co. and QuickFinder, Inc., subsidiaries of Thompson Publications. Additionally, he has taught accounting courses at the University of Minnesota’s Carlson School of Management and served as an executive mentor for the University of Minnesota’s Carlson School of Management MBA program. Mr. Schechter is a graduate of the University of Minnesota.

Robert Britton, Jr., CFA Portfolio Manager, Partner, Minneapolis Portfolio Management Group, LLC

Prior to joining Minneapolis Portfolio Management Group, LLC in July of 2011, Rob was a Vice President with GLP, a leading international merchant bank whose minority investors are Goldman Sachs and Oaktree Capital Management. He worked in both London and New York City during his tenure with GLP, where he analyzed and sourced distressed debt and special situation opportunities on behalf of some of the world’s premiere financial institutions. Before joining GLP, Robert was an investment banker at Citigroup and structured over $30 billion of high yield financings in support of leveraged buyouts. Mr. Britton holds an M.B.A. from Columbia Business School with a concentration in Finance and Economics and a B.A. from the University of Wisconsin-Madison. He holds the designation of Chartered Financial Analyst (CFA®).