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DTSTART:20240117T223000Z
DTEND:20240118T010000Z
LOCATION:William Penn Inn
UID:2510820240117T223000ZEconomic/Market Update
DTSTAMP:20260430T000922Z
DESCRIPTION:\n\n \n \n \nThis meeting will provide an economic outlook for 2024,  focusing on the U.S. economy, financial markets, interest rates, what the Federal Reserve will do, as well as global events.\n\n Thank you to Haverford Trust for sponsoring this meeting.  Please visit their website here: https://haverfordquality.com/. \n \nOur schedule is 5:30-6:15pm networking, 6:15-7pm dinner,  presentation 7-8pm.\n \n \n \nOur Speaker\n \nMr. Henry Smith has been with Haverford since 1991. Hank guides the firm’s efforts to ensure the quality, consistency, and implementation of the investment philosophy. He is a voting member of the Investment Selection Committee and serves on the Board of Directors of The Haverford Trust Company. Hank is also a frequently called-upon resource for local, regional and national media sources like Bloomberg, Reuters, Associated Press, and CNBC for financial and economic thought leadership.\n \nAchievements & Recognitions \n “Financial and Economic Thought Leadership,” Bloomberg “Financial and Economic Thought Leadership,” CNBC “Financial and Economic Thought Leadership,” Fox Business \n \n \nCertifications & Education \n B.A., Franklin and Marshall College FINRA Series 7, 63, and 65 \n \n \nBoard Affiliations & Professional Membership \n Trustee, Avon Old Farms School Trustee, Pennsylvania Historical Society Trustee Emeritus, Pennsylvania Academy of the Fine Arts \n \n \nPrevious Experience \n Assistant Vice President / Portfolio Manager, Mellon Bank Senior Investment Officer / Portfolio Manager, PNC Bank \n \n \nPrevious Board Affiliations \n Trustee, Franklin & Marshall College Trustee, Camp Tecumseh Trustee, Rectory School \n \n \nResearch Support Team \n Timothy Hoyle, CFA, Chief Investment Officer  Maxine Cuffe, CFA, Vice President & Director of Global Strategies  Halie W. O’Shea, Vice President & Director of Research  Terrance Rebello, CFA, CIPM, Senior Research Analyst  Michael J. Sadovy, Senior Research Analyst  Noah J. Fisher, CFA, Senior Research Analyst  Joshua P. Giacalone, Corporate Sustainability Analyst  Huy Nhu, CFA, Research Associate  Conor Osborne, CFA, Trading & Portfolio Implementation Specialist
SUMMARY:Economic/Market Update - Montgomery County Estate Planning Council of PA 
PRIORITY:3
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DESCRIPTION:Reminder
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