TFC Financial Chief Investment Officer Daniel Kern Chosen to Present at Horasis Extraordinary Meeting

BOSTON--(BUSINESS WIRE)--TFC Financial, an independent, fee-only financial advisory firm, is honored to announce that Chief Investment Officer Daniel S. Kern has been selected to present at the Horasis Extraordinary Meeting international virtual event on October 1.

Mr. Kern will speak on “Stock Market Volatility During and Post-COVID” on a panel that also includes:

• Yves Bonzon, Chief Investment Officer & Member of the Executive Board, Julius Baer, Switzerland
• Gina Chon, Columnist, Reuters Breakingviews (panel chair)
• David Drake, Founder and Chairman, LDJ Capital of New York
• William Hobbs, Chief Investment Officer, Barclays Investment Solutions, United Kingdom
• Colin Hunt, Chief Executive Officer, Allied Irish Banks, Ireland

Horasis, a global visions community dedicated to inspiring our future, hosts annual economic summits, including the flagship Horasis Global Meeting in Cascais, Portugal, to advance interdisciplinary solutions to the most critical global challenges facing corporations today. Among the hundreds of participants are CEOs of the world’s most respected corporations, key leaders from emerging markets, and public figures including heads of government.

TFC Financial President and CEO Renée Kwok said: “Part of the unique expertise Dan brings to serving TFC clients and charting our firm’s investment strategy is his deep insight into the global economy and international markets. All of us at TFC are proud and excited to see Dan recognized as an authoritative leader in international investing with this invitation to present at Horasis’s prestigious Extraordinary Meeting.”

Mr. Kern said: “The choices nations around the world have made in responding to the COVID-19 pandemic have driven market volatility and market losses for many investors. Going forward, investors and their financial advisors face major challenges in reducing portfolio volatility and navigating the fiscal stimulus, quantitative easing, and even negative interest rates in some markets. I look forward to sharing and gaining ideas and insights with our panelists and the Horasis community.”

About Horasis

Horasis – a global visions community committed to inspiring our future – provides a unique platform for companies from emerging and developed markets to globalize their organisations. In addition to the Horasis Extraordinary Meeting, Horasis hosts the annual Horasis Global Meeting, Horasis India Meeting, Horasis China Meeting, Horasis Asia Meeting, as well as the annual gatherings of the Horasis Visionary Circle.

About TFC Financial

Founded in 1980, based in Boston, and majority-owned by our employees, TFC Financial operates as a wholly independent, fee-only financial advisory and investment management firm with revenues derived solely from the fees we charge for the services we provide. With over $1B in client assets under management today, TFC, as a fiduciary, serves high net worth clients and multigenerational families, trustees and non-profit organizations with a minimum of $2M of liquid investable assets. The firm provides comprehensive and strategic financial planning in addition to asset management services.