ANNOUNCING THE MARCH MEETING OF THE PHILADELPHIA ASSOCIATION FOR FINANCIAL PROFESSIONALS…A BOX LUNCH MEETING!
DATE: Wednesday, March 12, 2008
TIME: 11:00A.M. TO 2:00P.M.
AGENDA:
11:00A.M. TO 11:30A.M. - Networking
11:30A.M. TO 12:30P.M. - Presentation
12:30P.M. TO 2:00P.M. - Networking/Box Lunch
LOCATION:
Citizens Bank
3025 Chemical Road 3rd Floor
Plymouth Meeting, PA 19462
TOPIC: Asset Allocation and the Capital Markets of 2008
Cam Albright from Wilmington Trust will cover some of the basics on Asset Allocation and why and how it works. From there, he will fast forward to the current trends in Asset Allocation and then look at our capital markets outlooks over the long term. Finally he will talk about the current market situation and relate it back to the longer term outlook.
SPEAKER: Cam Albright, Wilmington Trust, Managing Director, Fixed Income Management
Cam is responsible for managing our Fixed Income Management team. His responsibilities include overseeing our tax-exempt and institutional investment services for our fixed income client.
Cam is also a member of Wilmington Trust’s Investment Strategy Team, which is responsible for determining strategic and tactical asset allocation policies and approving investment managers and strategies. This involves rigorously analyzing economic and financial market data and actively debating various viewpoints to develop a shared perspective that seeks to enhance value and control risk in guiding client portfolios.
Cam joined Wilmington Trust in 1976 as a corporate analyst and joined the fixed income team as a portfolio manager in 1987. During his tenure with the company, he served on a team that developed the analytical framework used in our duration, yield curve, and sector analyses and has led most of our taxable fixed income research. Cam holds a bachelor’s degree in Industrial Engineering and Operations Research from Cornell University.
In addition, Cam serves on the investment committee of the Tatnall School.
Go to the following link to register: http://www.ersvp.com/r/March_2008