Haverford Trust leadership from our executive, research, and portfolio teams hosted a conference call on March 23, 2020. The replay of that call is below.


  • Introduction and Haverford Trust Business Update –
    Joseph J. McLaughlin, Jr., Chairman & CEO
  • Equities Market Update –
    Henry B. Smith, Co-Chief Investment Officer
  • Fiscal and Monetary Policy Update –
    Edward G. Boehne, Senior Economic Advisor & Director
  • Fixed Income Update –
    John H. Donaldson, CFA, Vice President & Director of Fixed Income
  • Client Insights and Portfolio Update –
    David B. Brune, CFA, Vice President & Portfolio Manager
  • Moderated Q&A addressing client questions submitted in advance

The opinions expressed in this presentation are those of Haverford as of March 23, 2020. Views and security holdings are subject to change at any time based on market and other conditions.  This presentation is intended for informational purposes only and should not be construed as investment advice or recommendations with respect to the information or specific securities presented. No forecasts are guaranteed and past performance is no guarantee of future results.  The implications of any transaction may be different for each client based upon unique financial circumstances and risk tolerances, and there can be no assurance or guarantee that any specific investment or investment strategy will achieve its stated goals or performance objectives.  For questions regarding your portfolio, please contact your Relationship Management Team.