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WEALTH MANAGEMENT SOCIETY OF NW OHIO MARCH 2017 MEETING

EVERYTHING I KNOW ABOUT INVESTING...I LEARNED IN KINDERGARTEN

Speaker:  Peter Chiappinelli, CFA, GMO Asset Allocation Team, Wells Fargo

 

Mr. Chiappinelli is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2010, he was an institutional portfolio manager in the asset allocation group at Pyramis Global Advisors. Previously, he was the director of institutional investment strategy and research at Putnam Investments. Mr. Chiappinelli earned his MBA from The Wharton School at the University of Pennsylvania and his B.A. from Carleton College. He is both a CFA and CAIA charterholder, and is the founder of the CAIA Boston chapter.

 

 

DATE:        Wednesday March 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 link at top of this page

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

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

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