Where are we going? Presented by Mike Valone, CFA, CAIA

Inflation remains high, interest rates are on the rise, and to some it seems the markets are a bit of a mess.  Join us to sort through some of the uncertainty about equity and fixed income investments by learning what has happened, where we are now, and explore the question your clients are asking – where are we going?    

The meeting will be held at the Ruth Eckerd Hall located at 1111 McMullen Booth Road, Clearwater FL 33759.

The meeting will begin promptly at Noon with LUNCH and the opportunity to network at 11:30 a.m.

Advance reservations are required.

Thank You to Our Annual Sponsor!

SPEAKER BIO

Mike Valone, CFA®, CAIA®, Vice President, Financial Advisor

Mike began his career at CAPTRUST in 2014 as a Research Analyst before moving to an Advisor role on the Endowment/Foundation team in 2016. Prior to CAPTRUST he worked for a family office where he was responsible for covering alternative investments. Mike graduated with a Bachelor of Science degree from the University of South Florida with a major in finance and a minor in economics. He is a native of Tampa where he currently resides with his wife and three children.

Industry Designations: Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®)