New & Noteworthy

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

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Chevy Chase Trust proudly presented a virtual experience: A Closer Look at the Life and Mind of Leonardo da Vinci. The evening was guided by Columbia University professor, Dr. Page Knox.

Join Dr. Knox on this virtually guided tour along the Leonardo Trail, starting in the heart of Tuscany and ending in the Loire Valley. Explore Leonardo’s life and work and learn about recent discoveries that offer a deeper understanding of the mind behind the master.

Page Knox is an adjunct professor of Art History at Columbia University and a lecturer at the Metropolitan Museum of Art where she gives public gallery talks and lectures in special exhibitions and the permanent collection, teaches classes and the museum, and leads groups for Travel with the Met.

 

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A Closer Look at the Life and Mind of Leonardo da Vinci

Join Dr. Knox on this virtually guided tour along the Leonardo Trail, starting in the heart of Tuscany and ending in the Loire Valley. Explore Leonardo’s life and work and learn about recent discoveries that offer a deeper understanding of the mind behind the master.

 

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 here.

 

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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.

 

Chevy Chase Trust proudly presented a virtual experience: French Vistas and the Fascinating Figures Who Inspired Them. The evening was guided by Columbia University professor, Dr. Page Knox.

From Chenonceau, to the Petit Trianon, to Villandry, Chevy Chase Trust transported guests to France during a virtual tour of five French vistas, guided by Dr. Page Knox of Columbia University. Dr. Knox brought to life some of France’s most illustrious historical figures including Marie Antoinette, Catherine de Medici, and Napoleon.

Page Knox is an adjunct professor of Art History at Columbia University and a lecturer at the Metropolitan Museum of Art where she gives public gallery talks and lectures in special exhibitions and the permanent collection, teaches classes and the museum, and leads groups for Travel with the Met.

 

Important Disclosures

French Vistas and the Fascinating Figures Who Inspired Them

Allow us to transport you on a virtual journey through five extraordinary French gardens and châteaux: Chenonceau, Versailles, the Petit Trianon, Malmaison and Villandry, guided by Dr. Page Knox.

 

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 »

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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 »

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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.

 

At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it’s working.

Chevy Chase Trust and Thematic Investing

At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working.

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.

Michael A. Coke, President and Co-founder of Terreno Realty Corporation, discusses industrial real estate in an urban environment at Chevy Chase Trust’s 2017 Fall Investment Symposium.

Mike discussed how real estate investors are changing their perspective when it comes to investing in urban areas. “D.C. itself has become the draw [in industrial real estate]; we’ve actually been shifting our investment focus from being in the suburbs to the city itself.”

To view Mike’s full presentation, click here.

Important Disclosures

Industrial Real Estate in an Urban Environment

Michael A. Coke, President and Co-founder of Terreno Realty Corporation, discusses industrial real estate in an urban environment 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.

We have to constantly reassess our understanding of the theme as well as the companies that we invest in. Hear more from Spencer Smith on the thematic investing process at Chevy Chase Trust.

Chevy Chase Trust Research Process

We have to constantly reassess our understanding of the theme as well as the companies that we invest in.