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