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DTSTART:20221017T153000Z
DTEND:20221017T170000Z
LOCATION:Ruth Eckerd Hall
UID:2322920221017T153000ZWhere are we going? October PCEPC Meeting
DTSTAMP:20260510T203347Z
DESCRIPTION:\n\n \nWhere are we going? Presented by Mike Valone, CFA, CAIA\n \n\n \nInflation 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?    \n ------\n\nThe meeting will be held at the Ruth Eckerd Hall located at 1111 McMullen Booth Road, Clearwater FL 33759.\n \nThe meeting will begin promptly at Noon with LUNCH and the opportunity to network at 11:30 a.m.\n \nAdvance reservations are required.\n ------\n\nThank You to Our Annual Sponsor!\n \n[](https://boydsettlements.com/)\n ------\n\nSPEAKER BIO\n \nMike Valone, CFA®, CAIA®, Vice President, Financial Advisor\n \nMike 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.\n \nIndustry Designations: Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®)\n
SUMMARY:Where are we going? October PCEPC Meeting - Pinellas County Estate Planning Council, Inc. 
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