Wealth Management Society of NW Ohio

September 2017 meeting

“Using EPS Estimate Volatility to Maximize Risk-Adjusted Returns”

Speaker:  Nick Raich, CFA, 

                CEO, The Earnings Scout

Nick Raich, CFA will show how variances in Wall Street EPS estimate revisions can be used to lower portfolio risk and enhance returns. He will also preview upcoming 3Q 2017 earnings season and share The Earnings Scout’s views on where the best investment opportunities will arise in 2018.

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 27, 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 above.

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

Reservations must be received by 5pm Monday September 25, 2017

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