Join us for a VIRTUAL lunch and an informational session on our Equity and Fixed Income Strategies. This is a great opportunity to virtually meet with your manager and ask questions about your portfolio.
Date: Wednesday, October 21, 2020
Time: 12:00 p.m.
Location: Anywhere with an internet connection!
Questions? Contact Lori Bayler at (904) 493-5503 or baylerl@saw-grass.com
Agenda
12:00-12:15 p.m.: Firm Update with Brian Monroe, Chris Greco and Gregg Gosch
12:15 – 12:30 p.m.: Equities: Active Investing, Index Concentration and Risk with Marty LaPrade, CFA, Marc Davis, CFA, and Anthony Brooks
12:30-12:45 p.m.: Fixed Income: Looming Market Risks, Our Investment Process and Performance with David Furfine, CFA, Liridon Gila, CFA, and David Siegel, CFA
12:45 – 1 p.m.: Q&A
If you would like to submit questions in advance, please email Lori Bayler.
We can’t wait to see you online!
In accordance with Florida Statute 112.3148, the value of this event is under $100 per person. Sawgrass complies with Florida State Statute Form 30 for all business entertainment over $25.