Financial Planning Association of the East Bay
PO Box 948
Clayton, CA 94517
O: 925.778.1165  /  F: 925.778.1163 
  E:   /  W:


Wednesday May 7, 2014 from 7:15 AM to 9:00 AM PDT
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Round Hill Country Club (Vista Room South) 
3169 Roundhill Road
Alamo, CA 94507

Driving Directions 

 Program is Sponsored by: 


 Fidelity Investments

Campbell Judge -- (415) 606-4627



Looking to Contact One of Our Valued Partners??? Please visit our sponsor page located on our Chapter Website at




FPA East Bay Breakfast Meeting 5/7/14 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
Investment Themes for 2014
Presented By: Dr. Claus te Wildt, Senior VP, Fidelity Financial
Advisor Solutions
(1 Hour of CE credit for this course)

Dr. Claus te Wildt is Senior Vice President and Head of the Capital Markets Strategy Group (CMSG) at Fidelity Financial Advisor Solutions (FFAS), a division of Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions, and financial intermediaries.

Claus joined Fidelity as an Investment Director in January of 2006. Prior to Fidelity, Dr. te Wildt led his own advisor firm which operated similar to a Hedge Fund. He employed a Global Macro Strategy which invested in broad long term investment themes. From 1997 to 2003, Dr. te Wildt worked for GT Global and Dresdner RCM (which eventually became part of Allianz Insurance) in various senior and executive positions. Dr. te Wildt began his professional career at Bain & Company in Boston. 

Born in Germany, he came to the US in 1990. He received an MBA from the University of Colorado and a Ph.D. in Finance from the University of Kiel in Germany.


Wednesday, May 7, 2014

7:15am -9:15am  

Charge: $30.00 FPA Member   |   $40.00 Guest