Technology & Healthcare Market Update

Technology & Healthcare Market Update

We invite you to join us for an educational Lunch & Learn workshop/webinar hosted by Daniel Y. Yee of Vision Solved Wealth Management Group, with insights presented by T. Rowe Price.

This session is designed to help you better understand how professional investment managers evaluate key areas of the market over time, specifically within the Technology and Healthcare sectors.

During this workshop, we will walk through how these sectors are commonly analyzed within long-term investment strategies, including how factors such as innovation, demographics, and market conditions may influence portfolio construction. The discussion will focus on education and awareness, not recommendations or predictions.

We will also explore how institutional investment managers approach sector exposure within a diversified portfolio, and how these perspectives are applied when navigating changing market environments.

You’ll learn about:
• How the Technology sector is evaluated, including innovation cycles and long-term trends
• Key considerations within the Healthcare sector, including demographic and regulatory factors
• How Biotech is viewed within research-driven investment strategies
• How emerging innovation is analyzed over time within a broader market context
• How professional managers approach diversification and sector exposure

Event Details:
Date: Wednesday, May 13, 2026
Time: 12:00 PM – 1:00 PM PT
Location: Available in-person and online via Zoom

In-Person Schedule:
Lunch Reception: 11:30 AM – 12:00 PM PT
Presentation: 12:00 PM – 1:00 PM PT

Lunch will be provided for in-person attendees.

After registering through Eventbrite, you will receive a confirmation email with your event details. If you plan to attend the webinar online, you will also be asked to complete a brief Zoom registration to receive your personal access link for the day of the event.

If you have any questions, please call our office at (951) 479-1064 or email us at [email protected].

Don’t miss this opportunity to gain a clearer understanding of how key market sectors are evaluated and how different perspectives may be applied within a diversified investment approach.

INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC.
All securities through Money Concepts Capital Corp., Member FINRA/SIPC.
Vision Solved Wealth Management Group is an independent firm not affiliated with Money Concepts Capital Corp.

Info: Lunch will be provided for all in-person guests.

Info: Tegan Call will share a general overview of how investment professionals at T. Rowe Price evaluate sectors such as healthcare and technology. Her presentation will focus on market themes, historical trends, and factors considered in sector analysis as part of long-term investment planning.

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Host or Publisher Vision Solved Wealth Management