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Lunch & Learn: The Outlook on Equities
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 Export to Your Calendar 10/29/2019
When: Tuesday, October 29, 2019
12:00 - 1:30 P.M.
Where: Map this event »
Capital Group
630 Fifth Avenue
36th Floor, Rockefeller/Empire Room
New York, New York  10111
United States
Contact:


Online registration is available until: 10/29/2019
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Lunch & Learn: The Outlook on Equities

 

 

NEW!  Join us for the second in a series of interactive Lunch & Learn sessions this fall.  These are CE credit sessions hosted by our partners designed to deliver you quality continuing education--no sales pitches here!  Attend a luncheon in conjunction with the presentation. 

 

Our second session is hosted by Capital Group and features a panel discussion on investments and equity markets.  Space is limited to 30 attendees.

 

PROGRAM DESCRIPTION:

 

This investment panel is for analysts and portfolio counselors and focuses on fundamental research in today's environment as well as investment views for the short and long term equity market.

 

LEARNING OBJECTIVES:

  • Learn what’s happening in today’s equity market environment and be better informed to discuss short and long term equity markets with your clients.

 

Lunch will be served.

  

Speakers: Jeb Bent, CFP® (Panelist) and Alex Diorio, CIMA® (Moderator)

 

 

Jeb Bent, CFP®

 

Jeb Bent is an equity and multi-asset investment specialist at Capital Group. He has 10 years of industry experience and has been with Capital Group for six years. Earlier in his career at Capital, he was an institutional relationship specialist. Prior to joining Capital, he was a registered representative at both NYLIFE Securities and John Hancock Financial Network. He holds a bachelor’s degree in urban studies from Fordham University. He also holds the Certified Financial Planner™ certification, the Chartered Financial Analyst® designation, and is a member of the CFA Society of New York. Jeb is based in New York.


Continuing Education Credits:
Approved for 1 CFP® CE credit. Eligible for CPE credit for NY licensed CPAs. CTFA credits are self-reported.

Registration Fees:
FPA Members Only - Free

 

With thanks to our Gold Partner and Meeting Host:

 


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