Speaker: Phil Orlando

Chief Equity Market Strategist and head of the Client Portfolio Management team at Federated Hermes

Meeting date: October 7, 2021

Philip Orlando joined Federated Hermes in 2003 and, with 40 years of industry experience, Phil is responsible for the formulation of Federated Hermes’ views on the economy, the financial markets and the firm’s investment positioning strategies. He serves as the chairman of both the Macro Economic Policy and the PRISM® Asset Allocation committees. As head of the Client Portfolio Management team, Phil is responsible for bringing extensive macroeconomic, investment strategy and product knowledge directly to clients in collaboration with the sales team.

For more than 20 years, Phil has been a regular contributor to several of CNBC’s programs, including “Worldwide Exchange,” “Squawk Box,” “Squawk on the Street,” “Power Lunch,” “Closing Bell” and “Nightly Business Report” as well as Fox Business News, Bloomberg, Reuters, The Wall Street Journal and The New York Times.

Phil received his bachelor’s degree and MBA from New York University. He is a CFA® charterholder.

IRT is an educational forum for the presentation and exchange of financial, economic and business information to assist private investors in the management of their individual financial assets.  IRT is not an “investment club” and speakers are not making sales presentations.  Monthly meetings (9 per year) are held at the Country Club of Landfall.  Lunch is served at noon, followed by the featured speaker and a question-and-answer period ending by 1:30pm. Our presenters, recognized leaders in their respective fields, speak on subjects relevant to the current investment and economic environment.  New members and guests are welcome and encouraged at all meetings.  If you would like to attend, please contact us at roundtable477@gmail.com at least one week before the meeting.

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2021 Officers

Danielle Annechiarico – President
Lang Craighill – Vice President
Charles Buckland – Treasurer
Eric Starkey – Secretary
Beau Cummings – Immediate Past President

2021 Governors

Lynne Baldacci
Ryan Casey
Chris RIley
James Thornton

Contact Us

Investors Roundtable of Wilmington
PO Box 341
Wrightsville Beach, NC 28480