09/09/2015 – BNY Mellon Wealth Management (video)

August 11, 2015 by admin

Aspire | The CFO Preparatory Institute

September 9th, 2015
8:00 AM – 9:15 AM

Providence Towers
Easter Tower Conference Room B
5001 Spring Valley Rd
Dallas, TX 75244

You can download the presentation and handout materials here.

Guest Speakers
Lesley Holland, CIMA
Justin Duke, CFA

www.bnymellonwealthmanagement.com

Our guest speakers are Lesley Holland and Justin Duke from BNY Mellon Wealth Management to discuss economic and financial markets outlook. The discussion is titled: “Portfolio Strategies for Today’s Financial Markets.”

1. Introduction & Markets Update

2. Key Trends to Watch: Rates, Volatility, Equity, Dollar

3. Questions, Portfolio Structures, and Millenials

Welcome to Chapman Hext

Wherever you encounter challenges, we will find solutions. These are volatile times filled with unpredictability. They create stress. They breed uncertainty. We care about your financial security today... and tomorrow. We have worked over two decades to prepare our firm for times like these. Along the way, we have built a team of responsive, competent financial experts who treat you like family. We have also established a global network of committed specialists who are client-focused and share our values. They are each available to you. Perhaps you will moving from one stage of your life-cycle to another as an individual or as a business entity. We will help you navigate successfully through these choppy waters and arrive at the desired destination safely. The right solutions - at the right time! These … Read More