• Home
  • February 2017 WIAFP Luncheon Meeting

February 2017 WIAFP Luncheon Meeting

  • 15 Feb 2017
  • 11:30 AM - 1:00 PM (CST)
  • Fleming's Prime Steakhouse & Wine Bar (15665 W Bluemound Rd, Brookfield WI 53005)

Registration


Registration is closed

"POST BREXIT AND POST ELECTION," WHERE DO WE GO FROM HERE?

PresenterJ. JOSEPH VERANTH, CFA, Chief Investment Officer & Portfolio Manager

This presentation will focus on Post Brexit and Post Election. Joe will talk about where we go from here.

Joe joined Dana Investment Advisors in December 1994 as a Portfolio Manager and is currently the Chief Investment Officer. He is involved in setting Firm wide investment policy and allocation decisions for all Dana investment strategies. Prior to Dana, he spent ten years at the Bank of New York as an Investment Liaison and Relationship Manager in the Master Trust and Investment Technology departments. He has appeared on Bloomberg television and radio, CNBC, and has been quoted in the New York Times and the Boston Globe. He has served as Treasurer of Holy Communion Church and as President of Racine Symphony Orchestra. He is currently a Trustee and Treasurer of The Prairie School. Joe graduated from Northwestern University with a BA in Humanities. He earned an MBA in Finance and International Business from the Stern School of Business at New York University. Joe is a CFA® charterholder and is a member of the CFA Institute and the CFA Society of Milwaukee.

Schedule of Events:
Networking 11:30am - 12:00pm, Presentation & Lunch 12:00pm - 1:00pm

Lunch will include salad, your choice of three entrée options (selected during registration process), two family-style side dishes, and dessert

Virtual Attendees – Conference call details and presentation material will be emailed to you after registration closes. Presentation will begin at 12:00pm

A few reminders…

  • Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
  • Have an idea for a presentation topic or speaker? Email vp@wiafp.org
  • General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
  • Registration closes 48 hours before event; late registration requests can no longer be accommodated (Monday, February 13th at 2:00pm)


Copyright © 2016 Wisconsin Association for Financial Professionals. All rights reserved.
Powered by Wild Apricot Membership Software