Mini-Seminar
Economic and Market Outlook:
“(I Can’t Get No) Satisfaction”
Recognizing the significant impact of the economy and valuations on estate planning guidance for our clients, the Estate Planning Council of Portland is delighted to invite you to join members of Ferguson Wellman Capital Management’s investment team who will share their thoughts on what we might expect in the months ahead regarding economic activity, monetary and fiscal policy, inflation, interest rates, the election and capital market returns. This lively discussion, inspired by lyrics from the Rolling Stones, will provide a meaningful framework and insights into possible strategies for individuals and fiduciaries serving families and nonprofit clients.
Founded in 1975, Ferguson Wellman Capital Management is a registered investment adviser based in Portland that manages $5.95 billion in assets for families, corporations, retirement accounts and nonprofit organizations in 26 states. The firm is employee-owned and actively engaged in the community, currently serving on 59 charitable organization boards. (data as of 6/30/2020)
George Hosfield, CFA is Ferguson Wellman’s chief investment officer and chairs the firm’s Investment Policy Committee. He is a director of the firm. Raised in Eugene, he graduated with honors from the University of Oregon, where he received both a B.S. in management and an M.B.A. in finance.
Ralph Cole, CFA is a director of Ferguson Wellman and a member of the firm’s equity team and Investment Policy Committee. He is a global financials analyst and lead portfolio manager on the firm’s International investment strategies. Cole earned his M.B.A. from the University of Southern California and received his B.S. in finance and marketing from the University of Oregon.
Registration is required to access this Zoom webinar. Please register at: https://fergwell.zoom.us/webinar/register/WN_Axc9MOpVTayzYCle1v_OiQ
You will receive an email confirmation immediately following registration and a reminder one hour before the start of the webinar. If you cannot locate a Zoom confirmation in your email or junk mail folder, you can receive another one by registering again.
You can submit questions at registration or during the webinar.
