Recent Event Videos and Podcasts

2015 Annual Event

Tuesday, June 23rd, 2015
Karen Altfest's Welcoming Remarks:   Lew Altfest's Comments on the Economy:   “What’s Timely Now” Panel Discussion with the Directors of Altfest, moderated by Andrew Altfest:   Guest Speaker Michael Winer, Portfolio Manager of the Third Avenue Real Estate Value Fund:

Karen Altfest appears in Wall Street Journal Video Segment

Wednesday, January 28th, 2015

Where’s a Safe Spot to Put Your Money?

Friday, December 5th, 2014
Karen Altfest recently filmed this clip with the Wall Street Journal, speaking about the importance of having a diversified portfolio.

2014 Annual Event

Sunday, July 13th, 2014
Karen Altfest, Ph.D., CFP® - Introductions:   Andrew Altfest - The Altfest Investment Process:   Paul Palazzo, CFP®, COA - The Altfest approach to Financial Planning:   Lewis Altfest, Ph.D., CFP®, CFA, PFS - Discussion Introduction:   Katrina Dudley of Franklin Mutual European Series Fund:   Buzz Zaino of The Royce Opportunity Fund:   Panel Discussion:    

How to Protect Your Portfolio if Stocks Fall

Thursday, May 15th, 2014
Lew Altfest recently spoke at a Barron's conference in Phoenix.  In a separate video, he was interviewed about Altfest Personal Wealth Management's proprietary approach to investment and financial planning, Total Portfolio Management ( TPM™). As part of this discussion, Lew discussed how the firm creates balanced portfolios for our clients.

Five Risks to Your Retirement Security

Monday, May 5th, 2014
Paul Palazzo, CFP®, COA, Managing Director, speaks with Veronica Dagher of The Wall Street Journal on five potential risks to your retirement security.

Lunch with Lew: 2014 Investment Outlook for Dentists

Tuesday, February 11th, 2014
Hosted: Wednesday, February 5th, 2014 To kick-off the new year, Lew Altfest, Ph.D, CFP®, CFA, shared his 2014 investment outlook during a conference call open to New York State Dental Association (NYSDA) members. Lew’s insights into the current state of the economy and potential opportunities in today’s markets reflect the firm’s understanding and knowledge of the challenges dentists are facing. Altfest is the nationally recognized fee-only wealth management firm endorsed by NYSDA Support Services. Dentists are a significant segment of Altfest’s client population, and the firm’s wealth management team is familiar with common concerns such as selling the practice, transitioning into retirement and ensuring that portfolios are best positioned to help dentists achieve their business and personal goals. Members of NYSDA receive a 10 percent discount off Altfest’s fees for the first year. Click to listen - "Lunch with Lew for Dentists" - February, 2014

Lunch with Lew: 2014 Investment Outlook, January, 2014

Friday, January 24th, 2014
Altfest Personal Wealth Management holds a conference call with its investment management clients several times throughout the year. These Lunch with Lew calls allow Lewis Altfest the opportunity to address current market events and our thoughts/plans. Click below to listen to the January, 2014 edition of Lunch with Lew. Click to listen - "Lunch with Lew" - January, 2014

Lunch with Lew Conference Call “The Search for Yield: Strategies in a Rising Interest Rate Environment” – July 24, 2013

Monday, July 29th, 2013
Altfest Personal Wealth Management holds a conference call with its investment management clients several times throughout the year. These Lunch with Lew calls allow Lewis Altfest the opportunity to address current market events and our thoughts/plans. Click below to listen to the July 24, 2013 edition of Lunch with Lew. Click to listen - "Lunch with Lew" - July 2013

2013 Annual Event, 30th Anniversary Celebration

Friday, July 12th, 2013

Future of Value Investing Here and Abroad

Our 30th Anniversary Celebration was held at the New York Yacht Club on May 21, 2013. Our panel of experts made insightful remarks about value investing and the current economy. To hear their remarks, watch the video below. Panelists: Lewis J. Altfest, Ph.D., CFP®, CFA, CPA/PFS Chief Investment Officer and Principal Advisor for Altfest Personal Wealth Management David Herro, CFA Portfolio Manager for The Oakmark International Fund Moderator: Pat Regnier Assistant Managing Editor at Money magazine