Annual Dinner Meeting: "Market Update: Lower for Longer"

Date: Wednesday, June 3, 2015
Time: 6:00pm - 9:00pm
Location: HILTON WESTCHESTER, 699 Westchester Avenue, Rye Brook
Speaker: Anthony Malloy, Chief Executive Officer - NYL Investors, LLC

Please note change of meeting location to:

HILTON WESTCHESTER
699 Westchester Avenue, Rye Brook, NY

844-809-5968
RSVP MUST BE MADE ON-LINE NO LATER THAN: WEDNESDAY --  MAY 27, 2015


TOPIC:

"Market Update: Lower for Longer"

Will provide an update on the markets and make a case for why interest rates are likely to remain low for an extended period of time. 

SPEAKER:

Anthony Malloy
Chief Executive Officer
NYL Investors, LLC

Mr. Malloy is the Chief Executive Officer of NYL Investors, LLC, a wholly-owned investment management subsidiary of New York Life Insurance Company.  Mr. Malloy is responsible for NYL Investors’ investment teams, strategies and overall management of the firm.  Mr. Malloy oversees more than $206 billion in fixed income and real estate assets for New York Life’s general account and third party clients.  

Mr. Malloy has more than 25 years of investment management and financial services experience.  He joined New York Life in 1999 and previously held the position of Senior Managing Director and head of Fixed Income.  He also served as Managing Director and head of Leveraged Finance. 

Prior to joining New York Life, Mr. Malloy achieved positions of increasing responsibility in lending, risk management and debt capital markets with J.P. Morgan, Toronto-Dominion and First Chicago. 

Mr. Malloy received a B.A. in English and Economics from Middlebury College and an M.B.A in Finance from New York University.


This meeting is sponsored in part by a grant from:

www.westy.com

CONTINUING EDUCATION: 

  • Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Advisory Services.  Our New York State CPE Sponsor license number is 000783.
  • (1) CE credit for Certified Financial Planners.

DINNER ENTRÉE
Flat Iron Steak, Red Wine Reduction
Pan Seared Salmon, Sweet Papaya & Avocado Relish

COST:  (Outdoor parking / $18.00 Valet Parking)
Members - no charge.
$ 75.00:  Guest reservation (check mailed or paid by credit card)
$ 85.00:  Guest fee at door (check or cash only)
                        

RESERVATION POLICY:  In order to be able to give the Hilton a more accurate count and avoid having the Council pay for meals for members who are not attending, it is respectfully requested that:

  • all attendees register for all meetings no later than the RSVP date and,

  • if necessary, cancel your attendance no later than 48 hours prior to the meeting if possible.

CREDIT CARD PAYMENTS ACCEPTED:
Guest fees reserved on line through the website may be paid by credit card.
Guest fee at the door must be paid by cash or check only.

CHECK PAYMENTS:  Checks should be made payable to the Estate Planning Council of Westchester County, Inc. and mailed along with a copy of your registration receipt to:

ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY, INC.
c/o Michael Weitzner, Esq.

Kurzman Eisenburg Corbin & Lever, LLP
One North Broadway
White Plains, NY 10601-2310


Photos:  By attending a meeting of the Estate Planning Council of Westchester (hereinafter “EPC Westchester”), you hereby: (1) give consent for EPC Westchester to use your photograph or image in its print, online and video publications; (2) release EPC Westchester, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you.


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