One Look Back; Two Looks Forward with Thomas J. Connelly
One Look Back; Two Looks Forward
A brief look back at global economic and investment markets for 2015. Most of the talk will focus on what interest rates and market returns are currently priced in, and how markets and economies may evolve over the next few years around important structural and demographic trends.
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About Our Presenter: Tom is the founder of Versant Capital Management, Inc. As Chief Investment Officer, he formulates investment policy and supervises the management of client portfolios, helping clients to interpret and understand the investment philosophy. His background is not only financial – he has considerable interests other than just making money. This broad curiosity informs and inspires Tom to create an expansive context to the numbers, which leads to deeper and more strategic conversations with clients. Tom is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst, and is a member of the Financial Planning Association and the CFA Institute.
Come early, share a cocktail with fellow planning professionals, and sit down to an excellent meal followed by a professionally delivered presentation.
Additional meeting information:
Be sure to sign in (and out if you are seeking CFP or Arizona Dept. of Ins. CE Credits).
Last minute cancellations: If you find you cannot attend, an e-mail to info@CAEPC.org gives us an idea of how many extra seats we may have for those arriving "at the door."
We love substitutes! If you can't attend, maybe someone else in your firm or practice would like to attend in your stead? As always, you can register your substitutes on-line, or send us a quick e-mail to info@CAEPC.org.
Menu: Margarita Salad: Mixed BabyGreens, fanned avocado, thin sliced jicama, polenta croutons, black beans, waffle carrots, Cotija cheese with Tequila Lime Vinaigrette; Rolls and Butter; Chicken Genovese and Shrimp Parmesan - Artichoke, Caper and Mushroom Sauce over Fettuccini Pasta topped with Parmesan Cheese and Asparagus Spears; Sticky Buns and Butter; German Chocolate Cake with Vanilla Glaze
