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2019 March Executive Event - What Did We Learn in 10 Years & Where Do We Go From Here?
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2019 March Executive Event - What Did We Learn in 10 Years & Where Do We Go From Here?

 Export to Your Calendar 3/14/2019
When: Thursday March 14, 2019
7:00AM - 9:00AM
Where: Federal Reserve Bank of Boston
600 Atlantic Avenue
Boston, MA  02210
United States
Contact: Makenzie Howard
978-364-5134


Online registration is available until: 3/14/2019
« Go to Upcoming Event List  

 

The Dow plunged 54% in 18 months between 2008 and 2009, the largest since 1929. Our panelists will discuss and give an update on what we learned and how the equity community and government is working to minimize the risk of this happening again. 

 

MODERATOR

Andrew Hammond Director & Wealth Advisor, AAFCPAs

 

Andrew is a Wealth Advisor at AAFCPAs’ Wealth Management, a Registered Investment Advisory (RIA) Firm whose mission is to provide valuable peace of mind to those who share the awesome responsibility to manage wealth. He provides comprehensive and carefully designed financial plans for individuals & families, nonprofits & foundations, and retirement plan sponsors.


Andrew joined our team of advisors after 17 years in financial services at Fidelity Investments.  He joined AAFCPAs because of the firm’s deep tax expertise, individualized approach, and commitment to honesty, ethics, and developing meaningful relationships with each client.

 

 

 

 

 

 

 

 

 

SPEAKERS

Jeffrey Mortimer

Jeffrey Mortimer, CFA, Director of Investment Strategy

Education:

Master of Business Administration, University of Chicago Graduate School of Business, Bachelor of Science, Babson College Certifications: CFA Charter holder

 

Jeffrey Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 25 years of experience in the financial services industry. Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families. He is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron’s, Fortune, Bloomberg and CNBC. He serves on the Advisory Board for the Stephen D. Cutler Center for Investments and Finance at Babson College. 

 

 


Jay Bryson

Jay Bryson, Managing Director and Global Economist, Wells Fargo Securities

Jay Bryson provides analysis on macroeconomic developments in the major economies of the world. He is based in Charlotte, N.C. Before joining the company in 1998, Jay was an economist in the Division of International Finance at the Federal Reserve Board in Washington, D.C. From 1989 to 1992 he was an assistant professor of economics at the University of Alabama. Jay has also lectured on international economics and macroeconomics at the School for Advanced International Studies at Johns Hopkins University and at Georgetown University.

 

Jay has published in academic and popular economic journals, and his comments on the economy regularly appear in the Wall Street Journal, the New York Times, and USA Today. He also makes frequent appearances on CNBC and Bloomberg TV. Jay is a member of the American Economic Association and the Charlotte Economics Club. He is also a member of the National Association for Business Economics and served on its board of directors from 2010 to 2013 and received his B.A. and Ph.D. degrees in economics from the University of North Carolina at Chapel Hill.

 

 

 

 

John S. Traynor, Chief Investment Officer, People’s United Wealth Management

As Chief Investment Officer, John directs the overall investment process and has ultimate responsibility for the work of various investment committees. He also serves as the chief spokesman for the firm’s investment outlook through regular strategy briefings. He appears regularly on CNBC, Nightly Business Report and Fox Business Network, as well as being quoted in the NY Times and Wall Street Journal. 

Prior to joining People’s United Wealth Management in 2011, John served as Director of Investment Strategy and Alternative Investments at Hawthorn, a $22 billion family office in the PNC Financial Services Group. 

John is a Board Member on the Council of Churches, on the Professional Advisors Council for the Fairfield County Community Foundation, Chairman of OARS and a member of the Patterson Club, Saugatuck Rowing Club and the University Barge Club. 

John graduated from Villanova University with a bachelor’s degree in business administration, with a concentration in finance. 


 

 

 

 

Agenda

7:00AM - 7:30AM: Registration, Breakfast and Network

7:30AM - 8:30AM: Panel Discussion

8:30AM - 9:00AM: Wrap and Depart

 

Photo/Video Release

Photographs and videos of attendees are taken at FEI Boston programs. By registering for this program, you are giving FEI Boston permission to take your photograph or video and use it with or without your knowledge and permission on FEI Boston promotional material including but not limited to our newsletters and conference materials, social media, publications, and our website.

 

Cancellation Policy

Please send cancellations to karenr@feiboston.org no later than 5:00PM on Thursday March 7, 2019.

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