Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com