SWOAFP January Meeting Notice
Meeting
Topic: 2006 Outlook: Promising, but Precarious
Date: January 18, 2006
Time: 4:15 p.m................Networking Opportunity
4:45 p.m…………Announcements
5:00 p.m................Program/Presentation
6:00 p.m..………..Adjourn
The New Fed, Taming Inflation, China’s Growing Role & Where to Invest Your Money!
We are experiencing tremendous macro economic shifts that will impact the business world and financial markets for years to come. Please join us for an informative and timely discussion of the major local and global business issues.
David Winterle is the firm’s Associate Global Strategist. David is responsible for analysis of the global financial markets and economies. He regularly participates in the asset allocation strategy setting meetings for both Asset Management and Private Banking. David is a regular presenter at client meetings and conferences and recently traveled to Ford Motor Co.’s global headquarters to lead a presentation on the Bush administration’s pension reform proposals and the likely impact on the financial markets and defined benefit asset allocation. David also helps lead the effort to formulate JP Morgan Asset Management’s Capital Market Return Assumptions. David holds a B.A. in economics from Dartmouth College and is a CFA charter holder.
Upcoming Activities
· February 15th, NACHA Update presented by Len Heckwolf, President of NACHA. Location: Wingate
Of Note
· For those who missed earlier announcements, SWOAFP will grant two $500 scholarships this coming year to college students going into their Senior year or individuals pursuing an MBA. Applications will go out early next year to Dayton and Cincinnati area schools. The applications will be reviewed by members of the SWOAFP Board and the scholarships will be awarded at the May meeting.
Membership Info
· Membership renewal is here just around the corner.
Other
· Check out the SWOAFP website (www.swoafp.org) for recent job postings.