Location: Ritz-Carlton-Laguna Niguel (Map)
Date & Time: November 7, 2018 10:30 am - 4:30 pm

Natixis Investment Forum

At Natixis Investment Managers, everything they do is driven by Active ThinkingSM, their insight-driven approach to active management. It balances diverse opinions, deep data, and detailed analysis to deliver unconventional perspectives in pursuit of the best portfolio solutions for clients.

This event is exclusively for financial professionals

This session will feature:

  • Practical commentary on today’s markets
  • Up-to-date information on tax change implications
  • Intelligence on potential investment solutions

Agenda

10:30  AM – 11:00 AM

Arrivals and Registration

11:00 AM – 11:10 AM

Welcome

Al Barbaro, Managing Director, Natixis Investment Managers

11:10 AM – 12:00 PM

Breaking down the Mid-term Elections
Susan Olson, VP, Government Relations, Natixis Investment Managers

12:00 PM – 1:00 PM

Working Lunch
Dawn Mangerson, VP & Senior Portfolio Manager, McDonnell Investment Management

1:00 PM – 1:10 PM

Break

1:10 PM – 1:40 PM

Opportunity Zones
Greg Kanarian, JD, CFA, VP Portfolio Research & Consulting Group, Natixis Investment Managers

1:40 PM – 2:30 PM

Tax Alpha | AIA
Curt Overway, President, Managed Portfolio Advisors

2:30 PM – 3:20 PM

Macro Overview
Jack Janasiewicz, SVP,  Portfolio Strategist, Natixis Investment Managers

3:20 PM – 3:30 PM

Wrap-Up & Thank You

3:30 PM – 4:30 PM

Cocktail Reception

The Ritz-Carlton, Laguna Niguel, Ritz Carlton Drive, Dana Point, CA, USA

Download Free eBook

The Millionaire’s Guide to Hiring the Right Financial Advisor

Get the inside scoop from an industry expert. Looking for the best financial advisor for you? What are the right questions to ask when hiring a financial advisor? Is there something more your financial advisor could be doing for you?

Check your email for your download link.