5:30 - 6:30 PM - Reception with Appetizers
6:45 - 8:00 PM - Presentation / Dessert Bar / Coffee
Open Bar for Beer and Wine
Maple Capital Management
Prior to joining Maple Capital Management, Inc. in August of 2010, Craig was a Senior Investment Analyst at Prima Capital. Before joining Prima Capital, Craig worked as a Portfolio Manager at Lexicord Capital from 2007-2009. Prior to Lexicord Capital, he was a Senior Equity Analyst at Founders Asset Management in Denver, Colorado and a Corporate Finance Associate with Stern, Steward & Co. in New York. Craig received a BS in Economics from Rutgers University, and an MBA in Finance and Accounting from the SIMON Graduate School of Business at the University of Rochester. Craig is a CFA charterholder.Dwight Asset Management
Josh is head of Stable Value Portfolio Management at Dwight Asset Management (Dwight), a Goldman Sachs Company. Previously, he was head of Portfolio Construction and Risk Management at Dwight for three years. Prior to that, Josh was a structured product portfolio manager specializing in the residential mortgage sector from 2003 to 2008. Earlier in his career, he was a quantitative analyst for two years. Josh joined Dwight in 1999 as an assistant client portfolio manager. He joined Goldman Sachs as a managing director through the acquisition of Dwight in 2012. Prior to joining Dwight, Josh was a member of the Finance department at Bain Capital, Inc. from 1997 to 1999. While at Bain, he provided accounting and analytical support for the company’s small cap hedge fund, CBO/CLO portfolios and private equity funds. Josh began his career in 1994 as a financial statement auditor for Price Waterhouse LLP, specializing in audits of mutual funds and other investment vehicles. Josh serves on the boards of the Vermont CFA Society and the Humane Society of Chittenden County. Josh earned a BS in Business Administration from the University of Vermont in 1994.Remember to check in at registration to pick up your name tags and be marked off for any education credits.
Also NOTE that if you attend three events a year, it makes sense to become a VCFAS member. To learn more about membership opportunities, please contact Jane Haugh at janeahaugh@comcast.net.