Aspire | The CFO Preparatory Institute
September 9th, 2015 |
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