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

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