Wealth Management Society of NW Ohio 

April 2024 meeting 

 UT Student Managed Portfolio –

Past and Current

Speakers:  Alexander Isaacs, James Kimmelman, Pawon Kummar and Carmel Mukunda – members of the University of Toledo Student Managed Portfolio class

The WMSNWO is happy to welcome students from the University of Toledo who are currently managing money for the UT Foundation. They will provide information on the history of the Student Managed Portfolio as well as some performance data for the current overall portfolio and data on sectors of the market they cover.  

 DATE:        Friday April 12, 2024 

WHERE:    Manhattan’s Pub & Cheer, 1516 Adams St., Toledo OH 43604  

TIME:         12 Noon buffet lunch, followed by the program 

COST:        WMSNWO members:   No Charge    

                   Guests $20 and students $5

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu 

Guests register using button at top of this page

Reservations must be received by 5pm Wednesday April 10, 2024

If you prefer a vegetarian lunch, please let Linda know.   

Wealth Management Society of NW Ohio 

March 2024 meeting 

FRAUD PREVENTION AND AWARENESS

Speakers:  Matt Swansinger and Devon Lossick,

Special Agents, Federal Bureau of Investigation

Agents Swansinger and Lossick will discuss topics such as romance scams that involve elder fraud, investment fraud scams, and business email compromise (BEC).  Important topic for our families, clients and employees.

Matt Swansinger has been a FBI Special Agent since 2008 and is currently assigned to the Toledo Resident Agency of the Cleveland Division of the FBI.  SA Swansinger investigates white collar cases to include investment fraud, elder fraud, embezzlement, public corruption, fraud against the government, corporate fraud, and cryptocurrency fraud matters.   Prior to joining the FBI, SA Swansinger spent seven years in the private sector and worked for a supply chain management company to develop supply chain solutions for companies.   SA Swansinger holds a Bachelor’s degree in business finance and logistics and an MBA. 

Devon Lossick has been an FBI Special Agent since 2010 and is assigned to the Toledo Resident Agency of the Cleveland Division of the FBI.  SA Lossick previously investigated Violent Crimes Against Children matters but currently investigates white collar crimes.  Prior to joining the FBI, SA Lossick worked as an attorney and is licensed in Indiana and Ohio. 

DATE:        Wednesday March 13, 2025 

WHERE:    Manhattan’s Pub & Cheer, 1516 Adams St., Toledo OH 43604  

TIME:         12 Noon buffet lunch, followed by the program 

COST:        WMSNWO members:   No Charge    

                    Guests $20 and students $5

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu 

Guests register using button at top of this page.

Reservations must be received by 5pm Monday March 11, 2024

If you prefer a vegetarian lunch, please let Linda know.   

2024 Economic Outlook

Long and variable lags.

The missing Recession of 2023.

The economy and markets – what’s in store for ’24

presented by Scott Richter, CFA, CMT, CHP

Central banks, inflation, recession, inversion, QT, the Magnificent 7, AI, DC, elections, deficits, war, labor, consumers, oil, housing, China, and bitcoin to name just a few interesting items impacting the economy and markets in 2023.  Join us to discuss what could be most meaningful and how it may translate into the economy and markets in 2024.  We’ll keep it lively and moving, and provide plenty of time for Q&A.

Scott is an experienced investment professional with over 25 years of market experience in both public and private markets.  In that time, he was a portfolio manager for an insurance company, a mutual fund manager for a regional bank, a partner for a Private Wealth firm, and lastly, a trustee for two public pension systems.  Prior to his career in finance, Scott was a management consultant and a mechanical engineer.  Scott has helped numerous organizations and individuals understand the economy, decipher markets, and make sound investment choices to reach their objectives.
 
Scott is a graduate of the University of Rochester and the Harvard Graduate School of Business.  During the global financial crisis, he was a frequent guest/contributor to CNBC, Fox Business, Bloomberg, Barron’s and Reuters.  He holds the CFA charter, the CMT charter, and the Chartered Hedge Fund Certificate in Due Diligence. He currently serves on the boards of an educational foundation, alumni club endowment, and a public pension system.

DATE:        Wednesday January 10, 2024

WHERE:    Manhattans Pub and Cheer, 1516 Adams, Toledo, OH 43604

TIME:         Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                    All Others: $20.00  (Student non-members:  $5.00)

Please let Linda know if you require a vegetarian meal. 

Guests register using link at top of this page

Members RSVP to Dr. Linda Bowyer  Phone: 419-276-0664 linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday January 8, 2024

Wealth Management Society of NW Ohio 

November 2023 meeting 

Creating, Launching, and Running a Mutual Fund

Speaker:  Darren Munn, CFA, CEO/CIO, Camelot Portfolios LLC and Munn Wealth Management

Do you have an investment strategy you believe is good enough to offer to the masses?  If so, what are the options to make it happen?  What are the economics of launching and running a mutual fund?  What are the greatest challenges?

Camelot Portfolios is a Registered Investment Advisor in Maumee, OH that has launched two mutual funds from scratch and acquired an existing fund.  Darren Munn, Camelot’s CEO and CIO will share their story including successes and failures. 

Darren is Chief Executive Officer and Chief Investment Officer of Camelot Portfolios, LLC and its’ sister company: Munn Wealth Management.  Darren founded what would become Munn Wealth Management when he started his practice in 1998 and created Camelot Portfolios in 2008 as fellow advisors sought out his investment management expertise.  

Darren graduated Summa Cum Laude from the University of Toledo College of Business Administration in 1999 with a Major in Finance and a Minor in Business Law.  He went on to earn the Chartered Financial Analyst (CFA) designation in 2002.  He is married to Erin and they have a total of 11 children plus 1 grandchild.  Darren & Erin love to travel together and hope to visit one new country plus one new state each year.  

DATE:        Friday November 17, 2023 

WHERE:    Manhattan’s Pub & Cheer, 1516 Adams St., Toledo OH 43604  

TIME:         12 Noon buffet lunch, followed by the program 

COST:        WMSNWO members:   No Charge    

                   Guests $20 and students $5

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu 

Guests register using the button at top of page

Reservations must be received by 5pm Wednesday November 15, 2023

If you prefer a vegetarian lunch, please let Linda know.   

Wealth Management Society of NW Ohio 

September 2023 meeting 

The Fed’s Hat Trick: Do you believe in miracles?

Speaker:  Nick Raich, CFA, The Earnings Scout 

Jerome Powell, the Fed chairman, faced a daunting challenge: defeating inflation, avoiding a recession, and giving market bulls interest rate cuts. It seemed like an impossible task. But can he really pull it off? Join Nick Raich, CFA of The Earnings Scout, as he reviews the macroeconomic trends of the past year and reveals how changes in earnings expectations have fueled the stock market rally in 2023. But the question remains: can this rally be sustained?

Nick Raich is the CEO and Co-Founder of The Earnings Scout, an independent macroeconomic research firm that specializes in earnings trends. He is widely recognized as a leading expert on corporate profits and makes frequent appearances on CNBC, Bloomberg TV, as well as in in national and regional print media, including The Wall Street Journal, Financial Times and The New York Times. Prior to founding The Earnings Scout, Raich had 15 years of an experience as a Director of Rand esearch successfully leading teams of investment professionals that consistently outperformed at Key Private Bank, National City and Zacks Investment Research in Chicago.  

Raich has a BS in Finance and an MBA from Youngstown State University. He is a member of the Forbes Investment Panel, a member of the Lariccia School of Accounting and Finance Advisory Council at Youngstown State and is a Chartered Financial Analyst®. 

DATE:        Wednesday September 13, 2023 

WHERE:    Manhattan’s Pub & Cheer, 1516 Adams St., Toledo OH 43604  

TIME:         12 Noon buffet lunch, followed by the program 

COST:        WMSNWO members:   No Charge    

                   Guests and students are no charge for this opening meeting. 

Members and guests RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu 

Reservations must be received by 5pm Monday September 11, 2023

If you prefer a vegetarian lunch, please let Linda know.   

Wealth Management Society of NW Ohio

March 2023 meeting

BANKING PANEL DISCUSSION

What’s going on in the NW Ohio banking market?  How have interest rate changes affected local banks and their customers?  What’s the outlook for the local economy and bank customers?  These banking leaders will answer these questions and yours at our next luncheon meeting. 

Featuring

Alex Gerken, Sr. VP and Toledo City President, Fifth Third Bank

Marty Sutter, President/CEO, Genoa Bank

Jim Hoffman, Regional President, KeyBank

Alex J. Gerken serves as Toledo City President and Senior Commercial Banker for Fifth Third Bank, Northern Ohio. He is responsible for the overall leadership of activities for all business lines in Toledo, and particularly focused on driving the Bank’s growth in Commercial, Wealth & Asset Management, Capital Markets and Treasury Management Solutions. Alex previously served as Middle Market Manager for the Commercial Division and Business Banking Executive for six years. He joined Fifth Third Bank in 2001 in the Commercial Banking division. He was promoted to Vice President, Business Banking Team Leader in 2006 and was named Business Banking Executive in 2007. He was then promoted to Senior Vice President of Business Banking in early 2010. Before joining Fifth Third, Alex served as an intern in the Commercial Credit Department at KeyBank. Alex received a bachelor’s degree in finance from the University of Toledo, with honors, and a master’s degree in business administration from The Ohio State University.

Martin P. Sutter is Chairman, CEO and President of GenoaBank and its parent company, GenBanc.  Sutter, a Martin resident, earned his Bachelor of Business Administration, majoring in Finance at the University of Toledo. He received a graduate degree in Commercial Banking from Oklahoma University. In addition, he received his Masters Degree in Business from Bowling Green State University. Sutter has been employed as a community banker at GenoaBank since August of 1988. He spent a portion of his career in commercial banking where he helped businesses throughout Northwest Ohio with their financing needs. He has over 35yearsof banking experience and continues to play his part in the success of GenoaBank.

Jim Hoffman has served as Regional President for KeyBank National Association since 1994.  Responsible for leading and managing all banking activities in Michigan and Western Ohio including Commercial Banking, Business Banking, Retail Banking and Wealth Management. Vice Chair KeyBank Foundation and KeyPac Board Member. Jim received his BBA and MBA from the University of Toledo. 

DATE:        Wednesday March 22, 2023

WHERE:    Manhattan’s Pub & Cheer, 1516 Adams St., Toledo OH 43604

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

Guests register using button at top of this page

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday March 20, 2023

If you prefer a vegetarian lunch, please let Linda know. 

Wealth Management Society of Northwest Ohio

ECONOMIC OUTLOOK CONFERENCE 2023

 2023 Economic Outlook

presented by Robert J. Morgan

Economics Analytics LLC

Economic Analytics, LLC.  was founded in 2022 to provide economic, interest rate and bank strategic consulting services to its bank clients.  Its sole principal is Robert J. Morgan.

Mr. Morgan has fifty-five years of experience working in the commercial banking industry.  He has held positions managing investment portfolios, trust departments, bank investment portfolios, interest rate risk measurement and management assignments, investor relations and balance sheet structuring strategies.  He has worked in small community bank and large regional bank environments.  He founded the Financial Management division of Austin Associates, which later became Probank Austin, in 1991.  For the past thirty years he has worked with hundreds of banks designing Asset/Liability management capabilities and consulting on pricing and balance sheet structuring. He provides economic and interest rate forecasts for the purpose of creating the context within which a bank can reach its financial objectives.  He designs measurement systems to control interest rate and liquidity risk while meeting regulatory requirements.

Mr. Morgan holds a B.S. degree from Eastern Michigan University.  He attended Wayne State University working toward a M.B.A.  He earned a CFA designation in 1976 and is a graduate of the ICFA institute at Princeton University.  He has served positions as Chief Economist at a multi-state, regional bank as well as interim CEO and CFO positions at client banks assisting the transition of management. 

DATE:        Thursday February 2, 2023

WHERE:    Manhattans Pub and Cheer, 1516 Adams, Toledo, OH 43604

TIME:         Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                    All Others: $20.00  (Student non-members:  $5.00)

Please let Linda know if you require a vegetarian meal. 

Guests register using button at top of this page

Members RSVP to Dr. Linda Bowyer  Phone: 419-276-0664 linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday January 30, 2023

Wealth Management Society of NW Ohio

November 2022 meeting

“Economic Development in Toledo”

Speaker:  Brandon Sehlhorst, Director,

                 Economic Development, City of Toledo

Brandon Sehlhorst serves as Director of Economic Development for the City of Toledo.  In this role, Brandon is primarily responsible for facilitating major development projects, managing the City’s real estate portfolio, and increasing job creation and investment through attraction, expansion, and retention of private sector companies.

Under his leadership, the City has sold over 400-acres of underutilized property that has led to the creation of more than 1,000 jobs and $130 million of investment.  The City has also been nationally recognized by Site Selection magazine who has ranked Toledo in the top 10 for mid-size metros excelling in economic development for the past six years.  The City clinched the #1 spot in the ranking for the first time in 2021.

Prior to joining the City, Brandon worked for the Regional Growth Partnership where he proactively worked with communities to prepare sites for job creation projects.  Before the RGP, Brandon worked at the City of Cincinnati’s Department of Economic Development and REDI Cincinnati where he led incentive negotiations for job creation projects in southwest Ohio.

Brandon graduated cum laude from the University of Cincinnati with a Bachelor of Urban Planning and a Master of Business Administration and Real Estate.  He was also named Student of the Year by the University of Cincinnati’s Real Estate Center.  His passion and determination for improving his hometown led him back to the Glass City several years ago. 

Brandon lives in South Toledo with his wife, son and dog. He’s an avid runner who enjoys live music, traveling and Cincinnati Reds, Bengals and Michigan football games.

DATE:        Thursday November 3, 2022

WHERE:    Manhattan’s Pub & Cheer, 1516 Adams St., Toledo OH 43604

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

Guests register using button at top of page

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday October 31, 2022

If you prefer a vegetarian lunch, please let Linda know. 

Wealth Management Society of NW Ohio

September 2022 meeting

 Can the Fed Have its Cake and Eat It Too?

 Speaker:  Nick Raich, CFA, The Earnings Scout

 Nick Raich, CFA, the CEO of The Earnings Scout, will discuss how the Fed has chosen to battle inflation and the costs associated with that.

In his presentation, he will forecast the likelihood the central bank can defeat inflation without causing a recession. Raich will also provide his firm’s outlook on the best areas to invest in for the remainder of 2022 and into next year.

 Nick Raich is the CEO and Co-Founder of The Earnings Scout, an independent macroeconomic research firm that specializes in earnings trends. He is widely recognized as a leading expert on corporate profits and makes frequent appearances on CNBC, Bloomberg TV, as well as in in national and regional print media, including The Wall Street Journal, Financial Times and The New York Times.

 Prior to founding The Earnings Scout, Raich had 15 years of an experience as a Director of Research successfully leading teams of investment professionals that consistently outperformed at Key Private Bank, National City and Zacks Investment Research in Chicago.

 Raich has a BS in Finance and an MBA from Youngstown State University. He is a member of the Forbes Investment Panel, a member of the Lariccia School of Accounting and Finance Advisory Council at Youngstown State and is a Chartered Financial Analyst®.

DATE:        Wednesday September 14, 2022

WHERE:    Manhattan’s Pub & Cheer, 1516 Adams St., Toledo OH 43604

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

Guests register at using the button at the top of the page.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday September 12, 2022

If you prefer a vegetarian lunch, please let Linda know. 

Wealth Management Society of NW Ohio

May 2022 meeting

Company Presentation:  Owens Corning (NYSE: OC)

SPEAKER:  AMBER WOHLFARTH, DIRECTOR OF INVESTOR RELATIONS

Owens Corning is a global building and construction materials leader committed to building a sustainable future through material innovation. Its three integrated businesses – Composites, Insulation, and Roofing – provide durable, sustainable, energy-efficient solutions that leverage its unique material science, manufacturing, and market knowledge to help its customers win and grow. The company is global in scope, human in scale with approximately 20,000 employees in 33 countries dedicated to generating value for its customers and shareholders and making a difference in the communities where they work and live. Founded in 1938 and based in Toledo, Ohio, USA, Owens Corning posted 2021 sales of $8.5 billion.

Environmental, social and corporate governance (ESG) is becoming a bigger focus area for companies and investors. Owens Corning has recently published its 16th annual sustainability report and has received several recognitions for its work in this space. With things like the European Green Deal, investment frameworks for ESG investing in Europe, and the SEC’s proposed rule on climate-related disclosure, this is likely to continue to grow in importance as we go forward.

DATE:        Wednesday May 11, 2022

WHERE:    Manhattans Pub & Cheer, 1516 Adams St., Toledo, OH

TIME:         12 Noon lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

Guests register using button at top of this page.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday May 9, 2022

If you prefer a vegetarian lunch, please let Linda know. 

Wealth Management Society of NW Ohio

March 2022 meeting

 Company Presentation:  Cleveland-Cliffs Inc. (NYSE: CLF)

SPEAKER:  JAMES KERR, MANAGER OF INVESTOR RELATIONS

James Kerr, Manager of Investor Relations, joined Cleveland-Cliffs in 2015. He has held various positions within the Company including positions in Financial Reporting, Treasury and now Investor Relations.

The presentation will give an overview of Cleveland-Cliffs with a focus on the transformation from the largest and oldest independent iron ore company in the United States to the largest flat-rolled steel company and the largest iron ore pellet producer in North America through the acquisition of two prominent steel companies in 2020. The presentation will highlight the success the company has achieved since the transformation and will also focus on the current steel environment.

About Cleveland-Cliffs Inc.

Cleveland-Cliffs is the largest flat-rolled steel producer in North America. Founded in 1847 as a mine operator, Cliffs also is the largest manufacturer of iron ore pellets in North America. The Company is vertically integrated from mined raw materials, direct reduced iron, and ferrous scrap to primary steelmaking and downstream finishing, stamping, tooling, and tubing. We are the largest supplier of steel to the automotive industry in North America and serve a diverse range of other markets due to our comprehensive offering of flat-rolled steel products. Headquartered in Cleveland, Ohio, Cleveland-Cliffs employs approximately 26,000 people across its operations in the United States and Canada. https://www.clevelandcliffs.com/

DATE:        Wednesday March 9, 2022

WHERE:    Manhattans Pub & Cheer, 1516 Adams St., Toledo, OH

TIME:         12 Noon lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

Guests register using button at top of page.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday March 7, 2022

If you prefer a vegetarian lunch, please let Linda know. 

2022 Economic Outlook: The Reckoning

A look at the driving forces of domestic economic growth in 2022.

presented by Tom Jalics, CFA

Director, Chief Market Strategist

Fifth Third Bank

Tom Jalics is the Chief Market Strategist at Fifth Third Bank where he is responsible for leading the Investment Management Group’s asset allocation process, both strategic and tactical, which informs the management of the ~$29 billion in assets under management (AUM) at the bank. He provides internal and external communication on the economy and the markets, making public speaking and media appearances on behalf of the bank. Additionally, Tom is a discretionary investment portfolio manager focusing on high net worth clients. Prior to his current role, Tom was Director of Asset Allocation at the firm. With over 20 years of industry experience, Tom has been a sought-after industry expert and commentator having been quoted in the media including The Wall Street Journal, Bloomberg Business News, The Economist, and Reuters. Tom has also appeared on television and radio including Bloomberg (Television, Radio, and Business News), CNBC, and CBS Radio Chicago. Tom earned a Bachelor of Arts in Chemistry and Economics from Miami University and an MBA from the University of Chicago. He has earned his Chartered Financial Analyst (CFA) professional designation.

DATE:        Monday February 7, 2022

WHERE:    Manhattans Pub and Cheer, 1516 Adams, Toledo, OH 43604

TIME:         Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                    All Others: $20.00  (Student non-members:  $5.00)

Please let Linda know if you require a vegetarian meal. 

 Guests register using button at top of this page.

Members RSVP to Dr. Linda Bowyer  Phone: 419-276-0664 linda.bowyer@utoledo.edu

Reservations must be received by 5pm Friday February 4, 2022

Wealth Management Society of NW Ohio

November 2021 meeting

Automotive Industry Update: Trends & Outlook

Speaker:  Bernard Swiecki,

Director, Research

Director, Automotive Communities Partnership (ACP)

Center for Automotive Research (CAR)

 Bernard Swiecki serves as Director of Research at the Center for Automotive Research (CAR), as well as Director of the Automotive Communities Partnership (ACP). He joined CAR in 1994.

Mr. Swiecki manages research projects studying a wide breadth of automotive industry structure and technology topics. He manages CAR’s analysis of vehicle market and production data. He has also led trade missions to China, Italy, India, and Russia. Mr. Swiecki has authored numerous articles for print publications, as well as a monthly column, on the automotive industry. He regularly presents at conferences and industry events around the world, as well as providing interviews to local, national, and global media.

Mr. Swiecki is a member of the Society of Automotive Analysts (SAA). He has served on the U.S. Department of Commerce Eastern Michigan District Export Council. He received his BA from the University of Michigan in 1998 and his MS from Eastern Michigan University in 2003. 

DATE:        Wednesday November 10, 2021

WHERE:    Manhattan’s Pub & Cheer, 1516 Adams Street, Toledo OH 43604

TIME:         12 Noon lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

Guests register using button at top of page.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday November 8, 2021

Wealth Management Society of NW Ohio

September 2021 meeting RESCHEDULED

Investing After Peak Growth

Speaker:Nick Raich, CFA, The Earnings Scout

Nick Raich, CFA will discuss how growth is exploding in 2021 and how policymakers might be too slow to react before the economy overheats. He will also provide an update on 2Q 2021 earnings season, which will represent the peak rate of sales and EPS growth for this cycle, and review how major U.S. corporations are adjusting their FY 2022 outlooks.

Nick Raich is the CEO and Co-Founder of The Earnings Scout, an independent macroeconomic research firm that specializes in earnings trends. He is widely recognized as a leading expert on corporate profits and makes frequent appearances on CNBC, Bloomberg TV, as well as in in national and regional print media, including The Wall Street Journal, Financial Times and The New York Times.

Prior to founding The Earnings Scout, Raich had 15 years of an experience as a Director of Research successfully leading teams of investment professionals that consistently outperformed at Key Private Bank, National City and Zacks Investment Research in Chicago. 

Raich has a BS in Finance and an MBA from Youngstown State University. He is a member of the Forbes Investment Panel, a member of the Lariccia School of Accounting and Finance Advisory Council at Youngstown State and is a Chartered Financial Analyst®.

DATE: Tuesday October 5, 2021

WHERE:Manhattans Pub & Cheer, 1516 Adams Toledo OH 43604

TIME: 12 Noon lunch, followed by the program

COST: WMSNWO members:No Charge

  All Others:$20.00 (Student non-members: $5.00)

Guests register using button at top of page

Members RSVP to Dr. Linda BowyerPhone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Friday October 1, 2021

If you prefer a vegetarian lunch, please let Linda know.

Wealth Management Society of NW Ohio

October 2020 meeting (available live and online)

“Infectious Investing in 2020”

Speaker:  Nick Raich, CFA

CEO, The Earnings Scout

 How do we look at stocks in a COVID world?   Nick Raich, CFA of the Earnings Scout will answer this question and more.  He will also provide his firm’s outlook on where the best and worst opportunities are likely to be in the stock market over the next 12-18 months. 

 Nick Raich is the CEO and Co-Founder of The Earnings Scout, an independent macroeconomic research firm that specializes in earnings trends. He is widely recognized as a leading expert on corporate profits and makes frequent appearances on CNBC, Bloomberg TV, as well as in in national and regional print media, including The Wall Street Journal, Financial Times and The New York Times.

 Prior to founding The Earnings Scout, Raich had 15 years of an experience as a Director of Research successfully leading teams of investment professionals that consistently outperformed at Key Private Bank, National City and Zacks Investment Research in Chicago.

Raich has a BS in Finance and an MBA from Youngstown State University. He is a member of the Forbes Investment Panel, a member of the Lariccia School of Accounting and Finance Advisory Council at Youngstown State and is a Chartered Financial Analyst®.

DATE:        Wednesday October 14, 2020

WHERE:    Manhattans Pub & Cheer, 1516 Adams St., Toledo, OH 43604

TIME:         12 Noon lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

For those of you who prefer not to attend in person, Nick Raich’s presentation will be available live online.  To receive the link to the presentation on October 14, please email Linda Bowyer and she will send you a link.  No charge to members or guests to view the presentation. 

Guests wanting to attend the luncheon at Manhattans, register using button at top of this page.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday October 16, 2020

If you prefer a vegetarian lunch, please let Linda know. 

CANCELLED!

Wealth Management Society of NW Ohio

March 2020 meeting

Partnering with the City of Toledo for Growth

Speaker:  Sandy Spang, Commissioner for Business Services, City of Toledo

Commissioner of Business Services, Sandy Spang, will discuss City of Toledo Services and those offered by community partners to support entrepreneurship and business growth, as well as provide an update on new and continuing development in 2020.

Sandy Spang currently serves as Commissioner of Business Services for the City of Toledo. Prior to this role, Sandy served for six years as a Member-at-Large of Toledo City Council. She is committed to helping businesses thrive within Toledo, and draws on her previous business experience, which includes developing and operating independent coffee houses Plate 21 and Plate One, and managing a real estate portfolio of 39 residential and 12 commercial units.​

DATE:        Tuesday March 24, 2020

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

Guests register using button at top of this page.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Friday March 20, 2020

If you prefer a vegetarian lunch, please let Linda know. 

Wealth Management Society of Northwest Ohio

ECONOMIC OUTLOOK CONFERENCE 2020

Economic Outlook 2020 –

So You Want a Horse?

presented by Robert J. Morgan

Senior Consultant

ProBank Austin

Robert J. Morgan is a Senior Consultant at ProBank Austin. He has been with the firm since 1990. Mr. Morgan served as a Senior Vice President and Chief Economist with a multi-billion dollar regional bank. He also served in executive management capacities with community banking organizations and has managed investment, trust, budgeting, and financial forecasting functions. Mr. Morgan directs the firm’s Financial Management Division and works with clients on all aspects of asset/liability and interest rate risk management, investment portfolio management, and other aspects of bank financial performance. He has more than 45 years of experience in the investment management field and within the banking industry.

He earned a master’s degree in business administration from Wayne State University, Detroit, and a bachelor’s degree from Eastern Michigan University, Ypsilanti. He is a past president of the Southern Council of Asset Management.  He holds a Chartered Financial Analysts certificate and a graduate of the ICFA Institute at Princeton University.

DATE:        Thursday February 13, 2020

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:          Noon lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                    All Others: $20.00  (Student non-members:  $5.00)

Please let Linda know if you require a vegetarian meal. 

Guests register using button at top of the page.

Members RSVP to Dr. Linda Bowyer  Phone: 419-276-0664 linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday February 10, 2020

Wealth Management Society of NW Ohio

November 2019 meeting

“Dana Inc.: The Power Behind the Power Ahead”

Speaker:  Craig Barber, Senior Director of Investor Relations and Strategic Planning for Dana Incorporated

Mr. Barber will provide a brief overview of Dana with a focus on the future of vehicle electrification. Craig began his career with Dana in 1992 as an analyst in the industrial products group, then serving in several operational positions before being promoted to marketing manager for the Engine and Fluid Products Group. Craig subsequently held management roles in Corporate Planning focusing on manufacturing footprint optimization and Corporate Development focusing on mergers and acquisitions.  Later, he served as manager of strategic planning and financial planning and analysis, and in 2012, Craig assumed the lead for Investor relations. In 2017 he added the role of senior director of Strategic Planning.

 DATE:        Wednesday November 13, 2019

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

 Guests register using the button at the top of the page.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday November 11, 2019

If you prefer a vegetarian lunch, please let Linda know. 

Wealth Management Society of NW Ohio

September 2019 meeting

“Have Reports on the Death of the Economy Been Greatly Exaggerated?”

Speaker:  Nick Raich, CFA

CEO, The Earnings Scout

The escalating trade war, the Fed and the inverted yield curve have caused panic attacks among investors.  Will there be a recession in 2020? Can it be avoided?  Nick Raich, CFA of the Earnings Scout will answer these questions and more.  He will also provide his firm’s outlook on where the best and worst opportunities are likely to be in the stock market over the next 12-18 months. 

Nick Raich is the CEO and Co-Founder of The Earnings Scout, an independent macroeconomic research firm that specializes in earnings trends. He is widely recognized as a leading expert on corporate profits and makes frequent appearances on CNBC, Bloomberg TV, as well as in in national and regional print media, including The Wall Street Journal, Financial Times and The New York Times.

 Prior to founding The Earnings Scout, Raich had 15 years of an experience as a Director of Research successfully leading teams of investment professionals that consistently outperformed at Key Private Bank, National City and Zacks Investment Research in Chicago.

 Raich has a BS in Finance and an MBA from Youngstown State University. He is a member of the Forbes Investment Panel, a member of the Lariccia School of Accounting and Finance Advisory Council at Youngstown State and is a Chartered Financial Analyst®.

DATE:        Wednesday September 18, 2019

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

Guests register using button at top of this page.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday September 16, 2019

If you prefer a vegetarian lunch, please let Linda know. 

Wealth Management Society of NW Ohio

June 2019 meeting

COMPANY PRESENTATION: Owens Corning (NYSE: OC)

Speakers: Amber Wohlfarth, Investor Relations Leader

Thierry Denis, Vice President, Investor Relations

Owens Corning develops, manufactures and markets insulation, roofing, and fiberglass composites. A Fortune 500® company for 64 consecutive years, the company develops solutions that save energy and improve comfort in commercial and residential buildings.

Amber Wohlfarth is the Investor Relations Leader at Owens Corning, a world leader in insulation, roofing, and fiberglass composites. Wohlfarth joined Owens Corning in 2008 as a finance intern and moved into the Finance and Accounting Leadership program. During her time in the FALP, she had diverse experiences within corporate finance, and in manufacturing finance in an Insulation plant. She subsequently held positions of increasing responsibility as a financial analyst in both the Insulation and Roofing businesses. Most recently, Amber was the Components Commercial Finance Leader in Roofing. Wohlfarth holds a bachelor’s degree in business administration from the University of Toledo.

Thierry Denis is vice president of Investor Relations of Owens Corning, a world leader in insulation, roofing, and fiberglass composites. Denis joined Owens Corning in 2010 as global director of supply chain and sourcing in its Composite Solutions Business. Prior to this, he held executive positions with CertainTeed, a Saint-Gobain company. He joined CertainTeed in 2002 as vice president of finance; in this role, he restructured the function. Denis then served in general manager roles, where he turned around CertainTeed’s Windows division and led its divestiture, and ultimately managed the company’s FiberCement Siding division.

Denis’ career also includes nearly two decades of global experience with Dow Corning Corporation, the worldwide silicone leader. He held regional and global leadership positions of successive importance in finance, strategy, and commercial management, alternatively based in Europe and the United States. Denis holds a bachelor’s degree in science and finance and an MBA from the University of Louvain-la-Neuve in Belgium, and has attended executive development programs at London Business School, INSEAD, Massachusetts Institute of Technology and University of Michigan. He served as a two-year president of both the Philadelphia and the Toledo chapters of Financial Executives International, a premier association of financial executives.

DATE: Wednesday June 12, 2019

WHERE: Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME: 12 Noon buffet lunch, followed by the program

COST: WMSNWO members: No Charge

All Others: $20.00 (Student non-members: $5.00)

Guests register using button above.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday June 10, 2019

If you prefer a vegetarian lunch, please let Linda know.

Wealth Management Society of NW Ohio

April 2019 meeting

COMPANY PRESENTATION:

The Andersons, Inc. (NASDAQ: ANDE)

Founded in 1947 in Maumee, Ohio, The Andersons, Inc. (Nasdaq: ANDE) is a diversified company rooted in agriculture. Today, the company conducts business from more than 130 locations across North America in the commodity trading, ethanol, plant nutrient and rail sectors. Corporate Communications Manager Katelin Langenderfer and Investor Relations Director John Kraus will provide a history of the company and overview of its current businesses.

Katelin Langenderfer has overseen internal and external communications for The Andersons since 2017. Prior to joining the company, she served as a marketing and communications specialist for ProMedica and SSOE Group, both in Toledo, Ohio. She is a graduate of Bowling Green State University.

John Kraus has been with The Andersons for more than 30 years. He began his career at the company as a tax professional and later served as the Director of Leasing, Controller and eventually Vice President of Finance for the Rail Group. He was named to his current position in 2016. John is a Certified Public Accountant and a graduate of the University of Notre Dame.

DATE: Wednesday April 24, 2019

WHERE: Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME: 12 Noon buffet lunch, followed by the program

COST: WMSNWO members: No Charge

All Others: $20.00 (Student non-members: $5.00)

Guests register using the button above at the top of this page.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday April 22, 2019

If you prefer a vegetarian lunch, please let Linda know.

Wealth Management Society of NW Ohio

March 2019 meeting

Today’s Health Care Challenges:

So Who’s Going to Pay the Bill?

Speaker:  Dan Wakeman, President and CEO of St. Luke’s Hospital,  Maumee OH

Dan Wakeman will present the challenges hospitals (and other care providers) face as the business model of healthcare transitions from financial rewards based on volume to rewards based on quality and value. This transition has been accelerated by the large influx of people enrolling into government-sponsored programs (Medicare and Medicaid) and the increase in consumerism brought about by the significant increase in high-deductible commercial insurance plans. Dan will describe how St. Luke’s is well-positioned for this transition and how St. Luke’s plans to navigate these turbulent healthcare waters.

Dan has served as St. Luke’s Hospital’s CEO since February 2008. Prior he held CEO positions at Mercy Memorial Hospital in Monroe, War Memorial Hospital in Sault Saint Marie; Herrick Memorial Hospital in Tecumseh all in Michigan. He has been in healthcare administration for 30 years.

St. Luke’s joined the ProMedica Health System in 2010. The Federal Trade Commission ordered a divestiture in July 1, 2016 to be completed by January 1, 2018.

He was a member of the Michigan Health and Hospital Corporate Board (MHA). He served on the Reimbursement Negotiations Committee - MHA/Blue Cross of Michigan and the Michigan Emergency Medical Authority Board. He was a Director of the Caymich Insurance Company, and was a board member of the Federal Reserve Bank of Minneapolis, Ninth District.

Dan has been a member of the Ohio Hospital Association Task Force on the State Budget, Executive Committee - Hospital Council of Northwest Ohio, Coverys Company Advisory Board, Genacross Board, Lutheran Services and Vantage Hospitals of Ohio Board.

Dan has a Bachelor’s of Science in Administration from the University of Michigan Dearborn, Master of Science in Health Services Administration from Central Michigan University and is a Fellow in the American College of Healthcare Executives.

DATE:        Thursday March 28, 2018

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

Guests register using the button at the top of this page.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Tuesday March 26, 2018

If you prefer a vegetarian lunch, please let Linda know. 

Economic Outlook 2019 –

Fed, Volatility and Washington DC.

presented by Richard Alt

Principal/Chief Investment Officer

Carnegie Investment Counsel

Richard serves as Chief Investment Officer, Principal, and Portfolio Manager at Carnegie. He is responsible to oversee the investment process of the firm and manage custom portfolios for selected clients.

Richard has over 25 years of experience in investment management. He has worked in various firms including Merrill Lynch, Roulston & Company, Hubbard Associates, and Greenleaf Capital Management. He has served on various non-profit boards such as Ashtabula County Medical Center and St. Paul’s Episcopal Church. Richard earned his B.S Finance from The University of Dayton. He lives with his wife and four children in Cleveland Heights, Ohio.

DATE:        Wednesday January 16, 2019

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:          Noon lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                    All Others: $20.00  (Student non-members:  $5.00)

This will be a plated lunch.  Please let Linda know if you require a vegetarian meal. 

Guests register using button at top of page.

Members RSVP to Dr. Linda Bowyer  Phone: 419-276-0664 linda.bowyer@utoledo.edu

Reservations must be received by 5pm Friday January 11, 2019

Wealth Management Society of NW Ohio

November 2018 meeting

The Automotive Industry in 2019 and Beyond

Speaker:  Bernard Swiecki, Director, Automotive Communities Partnership (ACP) and Assistant Director, Industry, Labor, and Economics (ILE) Group, Center for Automotive Research (CAR)

Economic disruptions, technological advancements, changing consumer preferences, and a volatile trade environment have resulted in a complex and evolving automotive industry that is in a permanent state of change as it adapts to these challenges. This presentation will summarize these dynamics and their impact on the automotive industry. In addition to an overview of the current automotive environment, the presentation will also provide industry forecasts through 2025.

Bernard Swiecki serves as Director of the Automotive Communities Partnership (ACP) at the Center for Automotive Research (CAR), as well as Assistant Director of CAR’s Industry, Labor, and Economics (ILE) group. He joined CAR in 1994.

Mr. Swiecki manages research projects studying a wide breadth of automotive industry structure and technology topics.  He manages CAR’s analysis of vehicle market and production data. He has also led trade missions to China, Italy, India, and Russia. Mr. Swiecki has authored numerous articles for print publications, as well as a monthly column, on the automotive industry.  He regularly presents at conferences and industry events around the world, as well as providing interviews to local, national, and global media.

Mr. Swiecki is a member of the Society of Automotive Analysts (SAA).  He has served on the U.S. Department of Commerce Eastern Michigan District Export Council.  He received his BA from the University of Michigan in 1998 and his MS from Eastern Michigan University in 2003. 

DATE:        Wednesday November 14, 2018

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

Guests register using button at top of page.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday November 12, 2018

If you prefer a vegetarian lunch, please let Linda know. 

Wealth Management Society of NW Ohio

October 2018 meeting

Student Presentations

Speakers: Laura Harper - University of Findlay

Grant Sauber, Juan Carranza, Stephen Watts, and Mahesh Bam - University of Toledo

Our Society has long enjoyed having students from local universities join us at our luncheons to network with our members and other professionals (as well as learn from our speakers!). We are now pleased to give the students an opportunity to present their research and stock recommendations to our group. Please join us to meet and hear these exceptional young people and give them a chance to interact with you in a professional setting.

DATE: Wednesday October 17, 2018

WHERE: Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME: 12 Noon buffet lunch, followed by the program

COST: WMSNWO members: No Charge

All Others: $20.00 (Student non-members: $5.00)

Guests register using button at top of this page.

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday October 15, 2018

If you prefer a vegetarian lunch, please let Linda know.

Wealth Management Society of NW Ohio

September 2018 meeting

“Fed Rate Hikes & Tariffs & Turkey - Oh My!”

Speaker:  Nick Raich, CFA

CEO, The Earnings Scout

Heightened fears have led to increased volatility in global financial markets this year. Nick Raich, CEO & Co-Founder of The Earnings Scout, will analyze whether those fears have been justified. He will also provide his firm’s outlook on how investors should start positioning their portfolios for 2019.

Nick Raich is the CEO and Co-Founder of The Earnings Scout, an independent macroeconomic research firm that specializes in earnings trends. He is widely recognized as a leading expert on corporate profits and makes frequent appearances on CNBC, Bloomberg TV, as well as in in national and regional print media, including The Wall Street Journal, Financial Times and The New York Times.

Prior to founding The Earnings Scout, Raich had 15 years of an experience as a Director of Research successfully leading teams of investment professionals that consistently outperformed at Key Private Bank, National City and Zacks Investment Research in Chicago.

Raich has a BS in Finance and an MBA from Youngstown State University. He is a member of the Forbes Investment Panel, a member of the Lariccia School of Accounting and Finance Advisory Council at Youngstown State and is a Chartered Financial Analyst®.

DATE:        Wednesday September 19, 2018

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

Guests register using button at top of this page. 

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday September 17, 2018

If you prefer a vegetarian lunch, please let Linda know. 

Wealth Management Society of NW Ohio

May 2018 meeting

Tax Update 2018

Panel Discussion featuring:

 Steve Lauer, Marshall and Melhorn

Thomas Tomlins, CPA, Knueven, Schroeder & Co.

 Our panel will be discussing the recent tax law changes in Washington and how those changes may affect your clients.

Steve Lauer has a vast amount of experience working in the practice areas of trusts and estates, with a concentration in taxation.  Prior to joining Marshall Melhorn, he spent over 33 years as an Estate Tax Attorney with the Internal Revenue Service in Toledo.  During his career in the public sector, Steve was given the assignment of examining numerous Federal Estate Tax returns filed by estates in a 20-county area in northwestern Ohio.  He also examined Federal Gift Tax returns and Fiduciary Income Tax returns filed by individuals, estates and trusts. 

Thomas Tomlins  has been employed with Knueven, Schroeder & Co., CPA’s since 2015. He has experience in both business and individual tax. He graduated with a B.S. from the University of Findlay in 2014 where he double majored in Financial and Managerial Accounting with a minor in Finance. He also graduated with a MBA from the University of Findlay in 2015. He teaches part time at the University of Findlay and is the current tax professor there.

 DATE:        Wednesday May 16, 2018

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

 Guests register use button above. 

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday May 14, 2018

If you prefer a vegetarian lunch, please let Linda know. 

Wealth Management Society of NW Ohio

March 2018 meeting

“Introduction to ETF’s & the Evolution of Smart Beta”

 Speaker:  Jay Jones, Regional Director – Institutions and RIA’s, Invesco PowerShares

ETF’s have been one of the fastest growing investment vehicles in recent history with US assets now over $3.2 trillion (September 2017).  In this presentation, we will cover the nuts and bolts of ETF’s including the benefits of the investment structure, how to efficiently trade ETF’s, how their tax managed design works and also discuss smart beta ETF’s and how to utilize them in your portfolio.

Jay Jones is a Regional Director, Institutions and RIA Channel for Invesco PowerShares Capital Management LLC, a registered investment adviser that represents the PowerShares family of exchange-traded funds (ETFs).

 In his current role, Jay works with discretionary Registered Investment Advisors (RIAs), Institutional Clients (endowments, foundations, consultants), Bank & Trust Departments and Family Offices across the Central US. His primary responsibilities include providing consultative ideas and strategies designed to efficiently implement ETFs into portfolio models and allocations and to help support ongoing education, due diligence and oversight in the ETF marketplace.

 Jay joined PowerShares in 2010, where he worked as a portfolio consultant covering Florida. From 2012 to 2014, he served in a key accounts role working with homes offices across an array of channels including wirehouses and broker/dealers. In 2015, Jay headed the PowerShares Bank and Trust team, where he worked with analysts, due diligence groups and portfolio managers at bank and trust wealth management teams throughout the entire United States. Prior to working with PowerShares, Jay worked at J.P. Morgan Chase in Chicago.

 Jay earned a Bachelor of Science in Finance & Real Estate from The Kelly School of Business at Indiana University and studied international business at the University of Sydney, Australia. He holds the Series 6, 7, 63 and 65 registrations.

DATE:  Tuesday March 13, 2018

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                  All Others: $20.00 (Student non-members: $5.00)

 Guests register using button at top of this page. 

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Friday March 9, 2018

Economic Outlook 2018

presented by Robert J. Morgan

Senior Consultant,

ProBank Austin

Mr. Morgan will be presenting his view of economic conditions in 2018, detailing the reasons real GDP growth, inflation and interest rates have been so modest for the past ten years and how they may change in 2018. He will also discuss how demographic and cultural changes are contributing to this environment and implications for asset valuations next year.

Prior to joining the firm in 1990, Mr. Morgan served as a Senior Vice President and Chief Economist with a multi-billion dollar regional bank. He also served in executive management capacities with community banking organizations and has managed investment, trust, budgeting, and financial forecasting functions. Mr. Morgan directs the firm’s Financial Management Division and works with clients on all aspects of asset/liability and interest rate risk management, investment portfolio management, and other aspects of bank financial performance. He has more than 35 years of experience in the investment management field and within the banking industry. He earned an master’s degree in business administration from Wayne State University, Detroit, and a bachelor’s degree from Eastern Michigan University, Ypsilanti. He is a past president of the Southern Council of Asset Management and a graduate of the ICFA Institute at Princeton University.

DATE:        Wednesday January 17, 2018

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:          Noon lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                    All Others: $25.00  (Student non-members:  $5.00)

Guests register using button at top of page. 

Members RSVP to Dr. Linda Bowyer  Phone: 419-276-0664 linda.bowyer@utoledo.edu

Reservations must be received by 5pm Friday January 12, 2018

Wealth Management Society of NW Ohio

November 2017 meeting

“Recent Developments in Regulatory and Enforcement Priorities for the Trump Administration Affecting Investment Professionals”

 Speaker:  Brian J. Laliberte| Attorney | Tucker Ellis LLP

 Brian will be discussing how the SEC, FINRA, and the Department of Labor are changing under the Trump administration and how these changes affect investment professionals. 

As the chair of Tucker Ellis’s Financial Services Litigation Group, Brian draws upon the firm’s diverse practice capabilities, crossfunctional teams, and national platform to meet the needs of financial services clients in any litigation context. It derives from Brian’s experience forming mortgage fraud task forces, leading consumer lending practices investigations, and participating in multi-state financial services industry working groups during his tenure as a chief deputy attorney general in Ohio.

Brian defends and prosecutes civil claims arising from alleged securities and financial fraud. He has represented broker-dealers and registered representatives in matters including unsuitability, over-concentration, churning, switching, fraud, and trading away. He has litigated and tried cases involving closely held companies and allegations of self-dealing, waste, fraudulent or false business valuation, shareholder lockouts or force-outs, fraudulent accounting practices, breaches of contract, and fiduciary duty claims.

Brian has a JD from the Case Western Reserve University School of Law and a BA from University of Michigan

DATE:       Wednesday November 15, 2017

WHERE:    Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614

TIME:         12 Noon buffet lunch, followed by the program

COST:        WMSNWO members:   No Charge  

                   All Others: $20.00 (Student non-members: $5.00)

Guests register using button at top of page. 

Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu

Reservations must be received by 5pm Monday November 13, 2017

If you prefer a vegetarian lunch, please let Linda know.