New & Noteworthy

Explore our latest news and insigts locllay and around the globe.

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As governments locked down their economies amidst the COVID-19 pandemic, the consumer’s lifestyle was forced to change. At Chevy Chase Trust, we are focused on the companies that facilitate the consumer’s behavioral shift and sustainably improve their businesses as a result. Hear Christine Wallace, Senior Portfolio Manager, detail one of our investment themes, Long-Term COVID Beneficiaries.

Important Disclosures

Thematic Video: Long-Term COVID Beneficiaries 

As long-term investors, we are interested in the companies who are capitalizing on the permanent changes caused by COVID’s disruptions. Hear Christine Wallace, Senior Portfolio Manager, detail one of our investment themes, Long-Term COVID Beneficiaries. 

 

While there are some temporary factors boosting inflation, we believe there are longer term structural elements that have changed over the last decade that make a longer period of elevated inflation more likely. Hear Spencer Smith, Head of Institutional Investments, detail some of the characteristics shaping the End of Disinflationary Tailwinds.

Important Disclosures

Thematic Video: The End of Disinflationary Tailwinds

While there are some temporary factors boosting inflation, we believe there are longer term structural elements that have changed over the last decade that make a longer period of elevated inflation more likely. Hear from Spencer Smith, Head of Institutional Investments.

3.21.2022 – Chevy Chase Trust was honored to host Georgetown Lombardi Cancer Center’s Dr. Michael Atkins and University of Pittsburgh’s Dr. Laura Ferris on the topic “Advances in Skin Cancer Prevention, Diagnosis & Treatment.” Learn ways to protect yourself and the innovative treatments being used today.

Important Disclosures

A Virtual Event: Advances in Skin Cancer Prevention, Diagnosis & Treatment

Can we dispel some common myths regarding skin cancer? Watch our virtual event “Advances in Skin Cancer Prevention, Diagnosis & Treatment” to learn more.

 

Amy Raskin, Chief Investment Officer, foresees a tough year ahead for financial markets, but the team at Chevy Chase Trust won’t let the baby be thrown out with the bathwater. Instead they’re researching the best long-term investment opportunities. Hear more from Amy on CNBC‘s Halftime Report.

 

Important Disclosures

Amy Raskin | CNBC | Fast Money Halftime Report | February 25, 2022

Amy Raskin, Chief Investment Officer, foresees a tough year ahead for financial markets, but the team at Chevy Chase Trust won’t let the baby be thrown out with the bathwater. Instead they’re researching the best long-term investment opportunities.

 

Will your wealth allow you to purchase a vacation home or invest in a new business? Hear from Laly Kassa, Co-head of the Chevy Chase Trust Planning Group, on how she advises clients on these and other important questions.

 

Lean more about Estate Planning.

Learn about Financial Planning.

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Food for Thought: Maximize Your Wealth

Will your wealth allow you to purchase a vacation home or invest in a new business? Hear from Laly Kassa, Co-head of the Chevy Chase Trust Planning Group, on how she advises clients on these and other important questions.

 

President & CEO of Chevy Chase Trust, Jeff Whitaker, joined a panel conversation hosted by Columbia University’s Masters in Wealth Management program. Hear Jeff’s perspective on the growing wealth management industry, its various business models, key challenges and opportunities.

View the entire event here.

 

Important Disclosures

Columbia University’s School of Professional Studies | Jeff Whitaker

Our President & CEO, Jeff Whitaker, discussed what makes Chevy Chase Trust unique, the business model of the future, and his definition of success for the firm in a virtual panel discussion hosted by Columbia University School of Professional Studies.

 

Hear Amy Raskin, Chief Investment Officer, suggests current conditions are the exact opposite of a Goldilocks environment. Listen to her perspective on CNBC’s Halftime Report.

 

Important Disclosures

Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 19, 2021

Despite its strong growth, the economic numbers aren’t meeting expectations. And inflation is exceeding them. Watch Amy Raskin, Chief Investment Officer, discuss her take on the Goldilocks environment.

 

On Tuesday, April 27, 2021, Chevy Chase Trust proudly partnered with the Virginia Hospital Center Foundation for a virtual program on charitable giving and staying-well strategies. Laly Kassa CFP®, Managing Director, offered insights into the most tax-efficient methods for giving charitably and Dr. Michael Silverman shared insight about the COVID-19 pandemic from the vantage point of the Virginia Hospital Center emergency room.

Click on the link to hear Laly Kassa describe the most optimal types of assets to give and the benefits of Donor Advised Funds and Dr. Silverman’s insights about the vaccine roll out and staying well while returning to a more active lifestyle.

 

Important Disclosures

Optimizing Your Wealth and Health

Charitable Giving Strategies and Maintaining Your Well-Being During COVID-19

Chevy Chase Trust was pleased to host renowned author, journalist, and professor, Walter Isaacson for a conversation about his new book, The Code Breaker: Jennifer Doudna, Gene Editing, and the Future of the Human Race. In the book, Mr. Isaacson showcases Jennifer Doudna, Ph.D., whose work on the gene-editing technology called CRISPR won her and Emmanuelle Charpentier the 2020 Nobel Prize in Chemistry and, Mr. Isaacson believes, will change the future of medicine.

Click on the link above to view the recording of the Chevy Chase Trust event featuring Mr. Isaacson’s description of Dr. Doudna’s journey of discovery, the life sciences revolution in which “molecules will become the next microchip,” the ethical issues associated with designer babies and much more. His remarks are followed by a question and answer session led by Amy Raskin, Chief Investment Officer, and Andrew Marshall, Vice President, both of Chevy Chase Trust.

 

Read our white paper on Investing in Disruptive Change: Personalized Medicine »

Read our white paper on Genomics »

 

Important Disclosures

A Conversation with Walter Isaacson on March 9, 2021

Chevy Chase Trust was pleased to host renowned author, journalist, and professor, Walter Isaacson for a conversation about his new book.

We are pleased to have Jeff Whitaker join Chevy Chase Trust as our new President and CEO.

Jeff comes to Chevy Chase Trust after holding several leadership roles in wealth and investment management over the past two decades, including at Bridgewater Associates, Berkshire Partners, and the J.P. Morgan U.S. Private Bank. Jeff holds an undergraduate degree from Williams College and an MBA from The Wharton School.

Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.

 

Read Jeff Whitaker’s Bio »

Important Disclosures

A Message from Jeff Whitaker, our new President & CEO

Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.

Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn, Senior Managing Director and Director of Portfolio Management, discusses how our firm provides top-notch customer service for all of our clients.

 

Read Michael Gildenhorn‘s Bio »

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Food for Thought: The Client Experience

Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn discusses how our firm provides top-notch customer service for all of our clients.

 

Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on May 14, 2020. Hear her perspective on the economic downturn, the liquidity push, and her optimism about a Covid 19 remedy.

Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 14, 2020

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on May 14, 2020, to discuss current market conditions and what they mean for investors.

 

WASHINGTON (ABC7) —Having recently been named to the Forbes list of Top Women Wealth Advisors, Chevy Chase Trust’s Deb Gandy sat down with ABC7 news anchor Alison Starling to share some financial advice and a bit about Deb’s personal story. She described challenges she faced as a youth in the south during the civil rights movement and her work as one of the financial industry’s first female African American business development officers.

 

Deb Gandy’s bio »

Important Disclosures

Washington ABC7 News | Deb Gandy

Chevy Chase Trust’s Deb Gandy sat down with ABC7 news anchor Alison Starling to share some financial advice and a bit about Deb’s personal story.

Ellen Perry recently sat down with Chevy Chase Trust to talk about the question she gets asked most frequently from wealthy families,“How Do I Pass on Values to the Next Generation?” Hear Ellen describe successful strategies and potential pitfalls as she draws on experience from a lengthy career advising families of great wealth.

Ellen Perry: Founder and Principal of Wealthbridge Partners.

Ellen Perry recently sat down with Chevy Chase Trust to talk about the question she gets asked most frequently from wealthy families.

Having more money than you need can give your children a soft landing, a firm financial start, or — if you prepare them in the right way — both.

The key to meaningful conversations about family wealth management has less to do with timing and more to do with how you approach it. Larry Fisher, President of Family Wealth, shares three tips for laying the groundwork for continued financial stability.

Food for Thought: When and How to Speak to the Next Generation About Wealth

We are asked a lot of questions about when and how to speak to the next generation about wealth. So as food for thought, we are sharing the answers.

Think you should wait to start taking Social Security? At Chevy Chase Trust, many of our clients are asking this very question. Leslie Smith, Senior Advisor, examines key decisions as you head into retirement—and what happens if you choose to wait.

Important Disclosures

Food for Thought: When should I start taking Social Security benefits?

We receive a lot of questions about social security benefits and as food for thought, we are sharing the answers on when is the best time to collect.
Is today’s positive vibe on the economy based on sentiment or fact? Amy Raskin, Chief Investment Officer at Chevy Chase Trust, recently discussed market conditions and what they mean for investors on CNBC’s Fast Money Halftime Report. She also shared three stocks that have her attention.

Amy Raskin featured on CNBC’s Fast Money Halftime Report – August 28, 2018

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on August 28, 2018 to discuss current market conditions and what they mean for investors.

Finding Opportunity in Disruptive Change: Retailing and Its Supply Chain

We’re in the early stages of a revolution in retailing that is creating compelling new investment opportunities.

As thematic investors, we look for phenomena that are transforming cash flows and profitability across multiple industries. Then we seek to identify companies that will benefit, are investable through public equities with ample liquidity, and likely to pay off within three to five years.

Here we discuss one of these phenomena—how the next generation of automation is impacting the retail industry.

See our latest research and what it means for investors.

Download the whitepaper here.

Finding Opportunity in Disruptive Change: Retailing and its Supply Chain

Today in the retail industry we're seeing that traditional brick-and-mortar stores are struggling despite a relatively healthy economy.

Smart college planning is the gift that keeps on giving. From UTMA accounts to 529s, Chevy Chase Trust shows clients how to build a legacy of learning through personalized tuition savings strategies that take into account a family’s complete financial picture. Chevy Chase Trust’s Laly Kassa and Leslie Smith share their insights on the best savings strategies for maximizing returns.

Financial Planning and College Savings

Every client at Chevy Chase Trust receives comprehensive financial planning.

At Chevy Chase Trust’s 2017 Fall Investment Symposium, Spencer Smith, Head of Institutional Investments, discusses the thematic research process.

Spencer described the characteristics of a successful theme and also outlined how we use investment research to narrow down the over 250,000 publicly traded securities to the 40 or 50 stocks that go into client investment portfolios. “Before we make an investment in any individual company, there’s a long dynamic process that precedes that decision.”

 

To view highlights from Spencer’s presentation, click here.

To view his full presentation, click here.

Important Disclosures

Thematic Investing

At Chevy Chase Trust's 2017 Fall Investment Symposium, Spencer Smith, Head of Institutional Investing, discusses the thematic research process.


At Chevy Chase Trust’s 2017 Fall Investment Symposium, Tap Chibaya, Equity Research Analyst, presents the theme of U.S. Urbanization.

Tap began by pointing out that, for the first time in one hundred years, the rate of urban population growth is outpacing suburban areas, and America’s global competitiveness is now more centered around urban areas and the amenities and opportunities they offer. “Urbanization will contribute to sustainable growth in the U.S. by increasing productivity and allowing innovations and new ideas to emerge.”

To view highlights from Tap’s presentation, click here.

Important Disclosures

U.S. Urbanization

At Chevy Chase Trust's 2017 Fall Investment Symposium, Tap Chibaya, Equity Research Analyst, presents the theme of U.S. Urbanization.

Amy Raskin, Chief Investment Officer, presents a global macro overview and the four steps of the investment process at Chevy Chase Trust’s 2017 Fall Investment Symposium.

Amy’s presentation included an interactive audience response system that allowed participants to provide feedback on various topics of behavioral bias. She also covered the steps of our investment process. “We have developed a robust four-step process which helps us identify and capitalize on investment opportunities earlier than our competitors. This process also helps us manage risk though both proper identification of where we are in the economic cycle and very careful, deliberate portfolio construction.”

To view highlights from Amy’s presentation, click here.

To view her full presentation, click here.

Important Disclosures

Global Macroeconomic Overview and Investment Process

Amy Raskin, Chief Investment Officer, presents a global macro overview and the four steps of the investment process at Chevy Chase Trust’s 2017 Fall Investment Symposium.

Bobby Eubank, Equity Research Analyst, presents the theme of Automation at Chevy Chase Trust’s 2017 Fall Investment Symposium.

Bobby discussed how automation is enabling three areas of change in the retail supply chain that enable better service, lower cost, and faster delivery. “Automation equipment could dramatically expand beyond the giant factories and truly affect our daily lives.”

To view highlights from Bobby’s presentation, click here.

Important Disclosures

Next Generation Automation

Bobby Eubank, Equity Research Analyst, presents the theme of Automation at Chevy Chase Trust's 2017 Fall Investment Symposium.