How the Credit Bubble Changed Investing for Good

Date: Wednesday, November 3, 2010
Time: 8:00 AM - 9:30 AM
Location: Crowne Plaza, 66 Hale Avenue, White Plains, NY
Speaker: Kevin R. Caron, Stifel Nicolaus' Washington Crossing Advisors Program

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

Chair, Education Committee

Kevin a. caronWith 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?

RSVP:  Go directly to our website at and click on “See Event Details” to reserve your space, which must be made by October 27, 2010. 

NOTE: Though it is not necessary to Log In, doing so will pre-populate the RSVP fields and make your registration process simpler.


PAYMENT:  Mail your check payable to Estate Planning Council of Westchester County, Inc. to Michele A. Lazzara, CPA at Marks Paneth & Shron LLP, 660 White Plains Road, Tarrytown, NY  10591 with the following receipt:


------------------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.

Name:     ________________________________________

Phone:     ________________________________________

See Upcoming Event Calendar