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.