The Retail Investors Affinity Group (WRIG) and The Family Office Affinity Group (WhFO) invite you to an exciting and informative discussion with Wharton Professor Richard Marston.
Professor Marston will talk with us about the (economic implications / financial implications / market implications of) COVID vaccination and the coming economic rebound, what happened to the markets in 2020, and the outlook for the economy and markets. He will also share his views on what an optimum personal wealth portfolio should look like when you are in the early stages of your career, mid career and close to retirement.
Following Professor Marston’s talk, there will be a Q and A session in which attendees can participate.
About Professor Richard Marston
Professor Richard C. Marston is the James RF Guy Professor of Finance, Emeritus at Wharton. He is the Author of Two Books on investments: Portfolio Design: A Modern Approach to Asset Allocation (Wiley, 2011) and Investing for a Lifetime (Wiley 2014) as well as many other publications in finance. Since 1999, he has been the Director of the Private Wealth Management Program, the first academic program for ultra HNW investors. Former board member of WP Carey Inc, Marston currently serves on the investment boards of four ultra HNW families as well as two foundations. He has also served as a consultant to Morgan Stanley, Merrill Lynch, Citigroup, Lincoln Financial, JP Morgan, among many other financial firms. He has taught the CIMA Investment Management Program since its founding at Wharton in the late 1980s. In 2014, he received the Matthew McArthur Award for outstanding contributions to investment management.
The event will be moderated by Peter Manda, the Chair of the Retail Investors Group and Billy Haddad, the Chair of the Family Office Group. Peter has an MA and MGA from Penn and a WPWP degree from Wharton. Billy has a BS in Economics from Wharton and is a Senior Analyst at Partners Path.
The Retail Investors Affinity Group formed in the fall of 2020. We are a group of Wharton alumni who invest non-professionally. In addition to engaging with each other on market news and events, we follow our recommendations in a TD Ameritrade paper trading account (no funds required).
To obtain our release form and join, please contact WRIG@whartonny.com and include your full name, line of business, company name, e-mail address and phone number.
When:
Friday, February 26, 2021
12:00 PM ET - 1:00 PM ET
Cost:
WCNY Supporting Members - $10 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $20
Gold & Benefactor Members - $0
Meeting Access Information:
A link, accessible by personal computer, tablet or smartphone, will be emailed to all registered guests 24-48 hours prior to the event to the "Primary Email" address listed in your profile. Please login to update your profile and confirm that the email address listed is correct. We will attempt to provide the ability to ask questions at the end of the presentation and time permitting.
Register:
Click here to register. Please register early as events can and do sell out quickly.
Registering from another Wharton alumni club? Click here for assistance.
Cancellations must be made at least 48-hours (business day) prior to the event date by sending an email to Gabriela Sanchez. Refunds or credits for future events are not available for any no-shows or late cancellations.
Professor Marston will talk with us about the (economic implications / financial implications / market implications of) COVID vaccination and the coming economic rebound, what happened to the markets in 2020, and the outlook for the economy and markets. He will also share his views on what an optimum personal wealth portfolio should look like when you are in the early stages of your career, mid career and close to retirement.
Following Professor Marston’s talk, there will be a Q and A session in which attendees can participate.
About Professor Richard Marston
Professor Richard C. Marston is the James RF Guy Professor of Finance, Emeritus at Wharton. He is the Author of Two Books on investments: Portfolio Design: A Modern Approach to Asset Allocation (Wiley, 2011) and Investing for a Lifetime (Wiley 2014) as well as many other publications in finance. Since 1999, he has been the Director of the Private Wealth Management Program, the first academic program for ultra HNW investors. Former board member of WP Carey Inc, Marston currently serves on the investment boards of four ultra HNW families as well as two foundations. He has also served as a consultant to Morgan Stanley, Merrill Lynch, Citigroup, Lincoln Financial, JP Morgan, among many other financial firms. He has taught the CIMA Investment Management Program since its founding at Wharton in the late 1980s. In 2014, he received the Matthew McArthur Award for outstanding contributions to investment management.
The event will be moderated by Peter Manda, the Chair of the Retail Investors Group and Billy Haddad, the Chair of the Family Office Group. Peter has an MA and MGA from Penn and a WPWP degree from Wharton. Billy has a BS in Economics from Wharton and is a Senior Analyst at Partners Path.
The Retail Investors Affinity Group formed in the fall of 2020. We are a group of Wharton alumni who invest non-professionally. In addition to engaging with each other on market news and events, we follow our recommendations in a TD Ameritrade paper trading account (no funds required).
To obtain our release form and join, please contact WRIG@whartonny.com and include your full name, line of business, company name, e-mail address and phone number.
When:
Friday, February 26, 2021
12:00 PM ET - 1:00 PM ET
Cost:
WCNY Supporting Members - $10 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $20
Gold & Benefactor Members - $0
Meeting Access Information:
A link, accessible by personal computer, tablet or smartphone, will be emailed to all registered guests 24-48 hours prior to the event to the "Primary Email" address listed in your profile. Please login to update your profile and confirm that the email address listed is correct. We will attempt to provide the ability to ask questions at the end of the presentation and time permitting.
Register:
Click here to register. Please register early as events can and do sell out quickly.
Registering from another Wharton alumni club? Click here for assistance.
Pre-registration is required. Registration is subject to availability and will close on Friday, February 26th at 9:00am.
Cancellations must be made at least 48-hours (business day) prior to the event date by sending an email to Gabriela Sanchez. Refunds or credits for future events are not available for any no-shows or late cancellations.