Championship Mindset: Building a resilient portfolio

April 
1
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2021
7:00pm
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10:00pm 
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Championship Mindset: Building a resilient portfolio

Tuesday
, 
January 
17
, 
2023
, 
12:00pm
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12:45pm 
EST

Doing your taxes can feel daunting. We’re here to help you thrive this year with our tax-season survival guide to getting it done — without the stress.


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FIDELITY SMART MONEYâ„  & INVESCO PRESENT

 

 

Championship mindset:

Building a resilient portfolio

Tuesday, November 17, 2026, 1:00pm–2:00pm ET

Join financial pros from Fidelity and Invesco as they share insights on ways to help create a successful investment strategy with legendary basketball coach Geno Auriemma.

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Coaching sessions with the Trading Strategy Desk

Having coached his program to 12 NCAA championships, Geno Auriemma understands the key elements of a winning game plan.  As Fidelity and Invesco pros provide their insights on ways to help build a strong portfolio, Geno will discuss lessons from his years coaching and building winning teams that you can apply to your investing strategy.

Within the hour, you'll walk away with tips on:

•   Aligning your investments with your goals

•   Creating momentum through consistency

•   Ways to avoid emotional decision-making

•   Playing the long game with your portfolio

Event partners

Our interactive sessions, of typically less than 100 clients, provide education on a wide range of trading related topics, including Fidelity’s research and trading tools. You’ll have a chance to ask questions, discuss your trading experiences, and hear from other traders like you.

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00:00am–00:00pm EST

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Meet the Trading Strategy Desk® Team

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Presenters

Jim Armstrong

 

Director, Videos & Live Programming

Fidelity Investments

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Geno Auriemma

Hall of Fame, National Champion and Olympic Champion Head Coach

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Jay Therrien

Managing Director of Executive Consulting

Invesco

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Heather Knight

Vice President, National Brokerage Coach

Fidelity Investments

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Explore more events in January

Celebrate Financial Wellness Month with signature events and workshops that can help you build more confidence as you navigate all life’s moments.

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Missed us live? You can always watch any of our monthly Q&A sessions.

Explore all our On-Demand videos

Browse our selection of webinars and watch on-demand at your convenience. There are a wide range of topics including, and not limited to, fixed income, options, stocks, ETFs, tax strategies.

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Discover Invesco

Explore the QQQ Innovation Suite and more than 250 Invesco ETFs designed to help you meet your investment goals.


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Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, an offering circular, or, if available, a summary prospectus containing this information. Read it carefully.


ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.


Investing involves risk, including risk of loss.


 

The views expressed are as of the date indicated and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments. The experts are not employed by Fidelity but may receive compensation from Fidelity for their services. Fidelity Investments is not affiliated with any other company noted herein and doesn’t endorse or promote any of their products or services. Please determine, based on your investment objectives, risk tolerance, and financial situation, which product or service is right for you.


For the Invesco ETFs featured on this page, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive data, engagement, and analytics program. Please note, the ETFs will not be marginable until 30 days from the trade settlement date. Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice.

  

Invesco Distributors, Inc. is not affiliated with Fidelity.

 

The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.

 

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

 

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Championship Mindset: Building a resilient portfolio

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Ryan McCormack

Sr. Factor & Core Equity Strategist

Invesco

Ryan McCormack is the Senior Factor and Core Equity Strategist for Invesco’s flagship exchange-traded fund QQQ ETF, discussing implementation strategies, creating thought leadership content, and engaging in media opportunities with Bloomberg. Prior to Invesco, he was an ETF specialist at OppenheimerFunds.

Leticia Clough

Director, Sales Communication Consultant

Fidelity Investments

Leticia brings the workplace participant experience to the forefront during sales finals, demonstrating Fidelity's Financial Wellness programs and communication strategies to prospective tax-exempt clients. She joined Fidelity in 2006.


Leticia earned her BA in Business Administration from The Penn Foster College. She is bilingual and fluent in Portuguese.

Lisa Greene-Lewis

CPA & Tax Expert

TurboTax

Lisa Greene-Lewis is a CPA and Tax Expert at TurboTax. With over 20 years of experience, she has held a range of positions including public auditor, controller, and operations manager.


Lisa has also appeared on the Steve Harvey Show, the Ellen Show, and major news broadcasts to help break down tax laws and what they mean for taxpayers.

Brandi Broxson

Principal Writer, Smart Money

Fidelity Investments

Brandi Broxson is the principal writer for Fidelity Smart Money, writing the weekly newsletter on topics millennials and Gen Zers care about, such as budgeting, building savings, and managing debt.

Prior to Fidelity, she worked in magazines and newspapers for 10 years covering lifestyle and personal finance.

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