Meeting Details

Tuesday, July 9, 2019
4:00 pm - 6:00 pm - Program
6:00 pm - 8:00 pm - Summer Networking Mixer

Title:
Turning Questions on Politics into Productive Investment Dialogues

Speaker(s):
Ben Phillips, CFA, Chief Investment Officer
EventShares

Thank You to Our Meeting Sponsor:

  

   

Program Description:
Actions in Washington D.C. can be a powerful leading indicator for investment returns. Changing rules and regulations often lead to new business opportunities and remake entire industries. While the opportunity to invest in policy trends exists, many professional investors and advisors are distracted by political noise. Learn how to redirect an emotional conversation about politics into a productive dialogue and take advantage of unique investment opportunities.

Speaker's Bio: 
Ben Phillips, CFA, Chief Investment Officer, EventShares
Mr. Phillips serves as the Chief Investment Officer overseeing portfolio management and chairs the Investment Committee. Previously, Mr. Phillips was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett. Mr. Phillips is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri.

Parking Information:
The San Francisco Italian Athletic Club has discounted parking at APM located at 721 Filbert at Columbus. They will validate your parking which is $10 for up to 8 hours and $15 without validation. There is also street parking via meters. 

Meeting Agenda:
4:00 pm - Registration
4:15 pm - Chapter Announcements and Sponsor Spotlight
4:30 pm - Presentation
5:30 pm - Q & A
6:00 pm - Close

	Members	Non-Members
Early Bird Registration (Ends July 5, 2019)	$55	$80
Regular Registration (After July 5, 2019)	$75	$100

 

You may still register online after July 5, 2019, however, you will be charged the Regular Registration price; online registration closes at midnight, July 7, 2019.

*This topic has been approved by the CFP Board for 1.5 hours of CE credit.

***************************************************************
Summer Networking Mixer
(immediately following the above meeting)

Come celebrate with your fellow colleagues and friends at this Summer Networking Mixer! Enjoy appetizers and drinks in the nice summer weather. You won't want to miss this fun event!

Register Now!