Holly Wilkerson
Executive Director
FPA of San Francisco
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email info@fpasf.org
Website www.fpasf.org
Program Description:
Gary Schlossberg is a very experienced researcher and presenter on economic and financial topics. His work and insights are relied upon by the portfolio management teams at Wells Capital Management, and his insightful review and outlook for economic conditions and the financial markets is shared with internal departments at WCM as well as their customers. Those who have attended his presentations in the past know that he is an experienced and knowledgeable speaker, and he is adept at providing his audience with very thorough information and applicable insights. Advisors walk away from his presentations with more knowledge about the economic conditions in the US, world, and even some specifics about California, which makes them better equipped to prepare clients’ expectations for the coming year, as well as some thoughtful insights that can aide their portfolio management.
Speaker Bio:
Gary Schlossberg
Senior Economist, Wells Capital Management
Senior Economist, Gary Schlossberg, analyzes the economic and investment environment for Wells Capital Management (WCM) and for other investment groups within Wells Fargo & Co. He is a member of WCM’s Asset Allocation and Fixed Income Strategy committees, and also participates in the Asset Allocation and Fixed-Income Strategy committees of the Private Client Services Group. Additionally, he regularly makes presentations to WCM customers, analyzing conditions in the equity and fixed income markets along with developments in the foreign exchange and international capital markets. He is quoted in the financial press and appears on business radio and TV programs in the U.S., in Japan, and in the U.K. Prior to joining Wells Capital, Mr. Schlossberg worked as a researcher at the U.S. Treasury and Federal Reserve Board covering international economic conditions. Mr. Schlossberg earned a bachelor’s degree from the City University of New York and a master’s degree from The Pennsylvania State University.
Meeting Agenda:
11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter Announcements, Sponsor, & Lunch
12:15 pm - 1:30 pm - Speaker Presentation & Q & A
1:30 pm - Program Closes
Members | Non-Members | |
Early Bird Registration |
$50 | $75 |
Regular Registration (After January 10, 2014) | $70 | $95 |
You may register online after January 10, 2014, however, you will be charged the Regular Registration price. Online registration closes at midnight, January 12, 2014.
*This event has been approved for 1.0 hour of CFP® CE credit from the CFP Board