How the Credit Bubble Changed Investing for Good
Cost: $40.00 (includes parking)
Richard T. Reidy, CFP, Vice President Investments
Stifel Nicolaus & Company - 914-694-8602
In Conjunction with
Washington Crossing Advisors
This will be the first breakfast seminar of the 2010-2011 season. Reservations are limited to Estate Planning Council members only, on a first come, first served basis. In addition, guest reservations may be accepted if space is available 7 days prior to meeting date.
Only thirty seats are available as we are striving for a seminar-like, informal session, with participation by all in attendance. We look forward to an enlightening group discussion.
No reservations will be accepted at the door and no one may attend without an advance reservation and payment. There will be no refund after a reservation has been accepted.
As these programs are usually over-subscribed, we suggest that you submit your reservation as soon as possible.
Michele A. Lazzara, CPA
Kevin a. caron: With over 18 years of experience, Mr. Caron serves as a portfolio manager for Stifel Nicolaus' Washington Crossing Advisors program. Mr. Caron works along with Joseph Battipaglia, Stifel’s Chief Investment Strategist for the Private Client Group, who oversees Washington Crossing Advisors. Mr. Caron began his career in 1992 in the research department at Gruntal & Co., L.L.C. and later served as a buy-side analyst and market strategist for Ryan Beck & Co. Mr. Caron is skilled in quantitative modeling and systems development and is responsible for designing many of the models and systems used in implementing WCA's bottom-up and top-down trading strategies. In 1991, he earned his Bachelor of Science degree from Seton Hall University, where he majored in economics. Mr. Caron routinely comments for a variety of local and nationally syndicated media outlets, notably CNBC, Fox, Bloomberg, and Dow Jones.
TOPIC HIGHLIGHTS: Mr. Caron offers his take on some of the lessons learned in the global financial meltdown. He will examine and evaluate some of the most widely held beliefs in money management. Is "buy and hold" still a viable strategy? Is modern portfolio theory and diversification still effective risk reduction tools? How should investors respond to ever-changing market conditions?
------------------Please Complete and Return With Payment--------------------
Enclosed is my check for $40.00, payable to the Estate Planning Council of Westchester County, Inc., in payment of my reservation for the November 3rd Breakfast Seminar.
My reservation was made on the Estate Planning Council website on _______________, 2010.