January 2016 Monthly Meeting
Date/Time
1/21/2016
11:00 AM - 1:00 PM Pacific
11:00 AM - 1:00 PM Pacific
Event Registration
Event Type(s)
Monthly Meeting
Event Description
Things to Consider When Investing in Today’s Environment
Location
Contact Person
Details
It’s The End of the (Zero Interest Rate) World as We Know It, And I Feel Fine. – REM, 1987
The Federal Reserve has increased rates. Now what? What does the 2016 short-term investment landscape look like from here? How do I optimize my investment portfolio for the volatility arising from money market fund reform, diverging central bank policies and bank regulatory changes?
Join the NWAFP in a discussion with Garret Sloan of Wells Fargo Securities to answer these questions of how to navigate the options available for your investment portfolio.
Garret Sloan
Fixed Income Strategist
Wells Fargo Securities, LLC
Garret specializes in short-term fixed income investment strategy and produces the Daily Short Stuff, a daily short-term bond market newsletter, the Money Market Monitor, a periodical publication focused on money market funds and short-term investment instruments, along with various topical publications specifically for short-term investors.
Garret was a contributing author to the Frank Fabozzi textbook Structured Products and Related Credit Derivatives, and has been quoted in Bloomberg News, Reuters, The Washington Post, Crane’s Money Fund Intelligence and iMoneyNet’s Money Market Insight. He has been a speaker at Crane’s Money Fund Symposium and Money Fund University, at iMoneyNet’s Money Market Expo and Money Fund Forum and at various state and national GFOA, GIOA, APT, AFP and TMA conferences.
Garret earned his bachelor’s degree in Finance and International Business from the University of Lethbridge in Alberta, Canada. He also earned his MBA in Finance from the Marriott School at Brigham Young University. He is a Chartered Financial Analyst, a member of the North Carolina Society of Financial Analysts and holds Series 7 and 63 licensures.
NWAFP provides parking validation when parking in the lower McCormick and Schmick's lot. If riding the bus, use King County bus route 40. The restaurant is also within walking distance of a stop on the Seattle Streetcar. The NWAFP encourages ride sharing to its meetings.
The Federal Reserve has increased rates. Now what? What does the 2016 short-term investment landscape look like from here? How do I optimize my investment portfolio for the volatility arising from money market fund reform, diverging central bank policies and bank regulatory changes?
Join the NWAFP in a discussion with Garret Sloan of Wells Fargo Securities to answer these questions of how to navigate the options available for your investment portfolio.
Garret Sloan
Fixed Income Strategist
Wells Fargo Securities, LLC
Garret specializes in short-term fixed income investment strategy and produces the Daily Short Stuff, a daily short-term bond market newsletter, the Money Market Monitor, a periodical publication focused on money market funds and short-term investment instruments, along with various topical publications specifically for short-term investors.
Garret was a contributing author to the Frank Fabozzi textbook Structured Products and Related Credit Derivatives, and has been quoted in Bloomberg News, Reuters, The Washington Post, Crane’s Money Fund Intelligence and iMoneyNet’s Money Market Insight. He has been a speaker at Crane’s Money Fund Symposium and Money Fund University, at iMoneyNet’s Money Market Expo and Money Fund Forum and at various state and national GFOA, GIOA, APT, AFP and TMA conferences.
Garret earned his bachelor’s degree in Finance and International Business from the University of Lethbridge in Alberta, Canada. He also earned his MBA in Finance from the Marriott School at Brigham Young University. He is a Chartered Financial Analyst, a member of the North Carolina Society of Financial Analysts and holds Series 7 and 63 licensures.
Registration
The meeting and lunch are included in the annual membership. All Members are eligible to bring a new one-time guest at no cost. Both members and guests must register. If the paid member cannot attend a meeting, a substitute may attend. Non-members pay the guest price of $45. Non-working students pay the student guest price of $15. For more information or to register for this meeting, click the "Register for this event" button below.
Logistics
The meeting will take place at McCormick & Schmick's Harborside. The registration and networking begin at 11am, lunch at 11:30am, and the presentation will be from 12:00 - 1:00pm.NWAFP provides parking validation when parking in the lower McCormick and Schmick's lot. If riding the bus, use King County bus route 40. The restaurant is also within walking distance of a stop on the Seattle Streetcar. The NWAFP encourages ride sharing to its meetings.
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| 1/21/2016 |    |
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