2026 Market Outlook Dinner

What Matters Most for Investors Heading Into 2027

Markets have continued to surprise investors this year. Interest rate expectations have shifted, inflation remains a focus, artificial intelligence is reshaping industries, and geopolitical tensions, oil prices, trade policy, and the approaching midterm elections continue to influence markets around the world.

Every day brings a new headline, a new prediction, or a new reason to question what comes next. The challenge isn’t finding information. It’s knowing what matters, what doesn’t, and how today’s events should, or shouldn’t, influence long-term investment decisions.

Join Jesse Giordano, CFP®, CAP®, RLP®, CBEC®, Lee Korn, CPWA®, and Phillip Kosmala of Opal Wealth Advisors’ Investment Committee for an evening of dinner, cocktails, and discussion about the economic and market forces shaping today’s investment landscape. Together, they’ll share the themes they’re watching most closely, how those developments are influencing portfolio decisions, and what they believe investors should be paying attention to as we head into 2027.

What We’ll Discuss

Where interest rates may be headed next

Markets have repeatedly adjusted expectations for where interest rates are headed. We’ll discuss what today’s interest rate environment means for investors, how it affects different asset classes, and the indicators we’re watching most closely.

How geopolitics and the 2026 midterm elections could reshape markets

Geopolitical conflicts, oil prices, trade policy, and the upcoming midterm elections remain some of the biggest questions facing investors today. We’ll discuss how these developments can influence inflation, economic growth, corporate earnings, investor sentiment, and market volatility, while separating short-term market reactions from trends that may have lasting investment implications.

Where we’re seeing today’s greatest risks and opportunities

From artificial intelligence and technology to fixed income, international markets, and other areas of the global economy, we’ll share where we’re finding opportunity, where we’re exercising discipline, and how we’re evaluating risk across today’s investment landscape.

How Opal is positioning portfolios for 2027

Every market environment requires thoughtful decisions, not emotional reactions. We’ll discuss the themes guiding our investment process, how we’ve adapted as market conditions have evolved, and the factors we’re watching most closely as we head into 2027.

Why Attend?

You’ll leave with:

· A deeper understanding of the economic and market forces influencing investors today.

· Insight into how Opal’s Investment Committee evaluates risk, opportunity, and portfolio positioning.

· Practical perspective you can apply to your own financial decisions.

· Answers to your questions during a live Q&A with our investment team.

Whether you’re already working with Opal or simply looking for thoughtful, objective market insight, we invite you to join us for an informative evening.

Know Someone Who Would Find This Conversation Valuable?

We welcome you to bring a guest who may benefit from the discussion. Whether it’s a friend, colleague, family member, or fellow investor, we’d be glad to have them join us for dinner and an evening of thoughtful conversation about the markets and what investors should be watching as we head into 2027.

Simply include your guest’s information when you RSVP.