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Hosted by CT Valley Chapter of FPA Connecticut

The State of Our State PLUS Investments Outlook

Overview
FPA CT Valley programs offer educational and networking opportunities to members and non-members.   Join outstanding educators to explore new tools and strategies, practice management concepts, and how to better serve your clients. Programs are open to all audiences.  

 

Sponsors
Program sponsors help keep the registration cost low and contribute to the vitality of the organization.   Please be sure to thank them at the program when you see them.

 

Cost & Registration
Registration is required.  FPA Members receive a discount.  Register online or by email, phone or fax. Scroll down on this event page for registration and payment.  Make checks payable to FPA of CT Valley and mail to 95 West Street, Rocky Hill, CT 06067 for pre-registration.

 
CE Credits
Many programs offer CFP and PACE credit.   Others also offer CT State insurance credit.   See below for credit updates.
 

Sponsored in Part By:  
 
 
 
 

Thursday, September 28, 2017
9:00 AM - 12:00 PM

Location

Radisson Cromwell
100 Berlin Road
Cromwell   CT   06416
 
Map for Location


Speakers



Simon Lack
Catalyst Funds
MLPs - Building Towards Energy Independence


The Hon. David M. Walker
Former Comptroller General of the U.S.
The State of Our State


Drew Wilson, CFA
Co-Manager of the Value Fund
FAM Funds
Decades of Investing


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Member Fee

Non Member Fee

Agenda

 


The Hon. David M. Walker
Former Comptroller General of the U.S.

Sep 28 2017 9:00AM


The State of Our State


Dave will discuss the current financial condition and competitiveness posture in Connecticut, and what needs to be done to make a turnaround in the Constitution State a realty. He will state the facts, speak the truth, talk about the tough choices, a present an agenda for action.



Drew Wilson, CFA
Co-Manager of the Value Fund
FAM Funds

Sep 28 2017 10:00AM


Decades of Investing


A review of market cycles and how investment sentiment impacts long-term returns. Including an historic lookback of 10 year periods to frame the current environment and lessons learned from macro, political and economic events.



Simon Lack
Catalyst Funds

Sep 28 2017 11:00AM


MLPs - Building Towards Energy Independence


The objective of the session will be to discuss the growth & independence of the US Energy Market. Specific focus on the shale revolution and it’s affect on Natural Gas & Oil production. Secondly, Simon will explain a unique and under valued relationship between MLPs & Hedge Fund Managers which relates to his book “The Hedge Fund Mirage: The Illusion of Big Money and Why it’s too Good to be true.”



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®PACE
Sep 28, 2017 The State of Our State The Hon. David M. Walker 9:00 A info info
Decades of Investing Drew Wilson, CFA 10:00 A info info
MLPs - Building Towards Energy Independence Simon Lack 11:00 A info info



Registration Fee
Member
$35.00
 
Non-Member
$50.00