This is an excellent opportunity to meet with your manager and ask questions about your portfolio. We invite your input on topics to cover (see form).
LUNCH IS ON US
We welcome all attendees of the FPPTA annual conference.
WHEN:
Tuesday, June 27, 12:45 – 2:15 (EST)
WHERE:
Rosen Shingle Creek
Conference Room: Suwannee 20/21
AGENDA
1:00 – 1:15 pm: Firm update
1:15 – 1:30 pm: Equities Review and Outlook
1:30 – 1:45 pm: Fixed Income Review & Outlook
1:45 – 2 pm: Q&A