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.