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2020 Economic Outlook

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Christopher J Wolfe, Chief Investment Officer of First Republic Private Wealth Management, will discuss the landscape of the market and his predictions for 2020.

 

Speakers:

Christopher J. Wolfe is the Chief Investment Officer for First Republic Private Wealth Management. In his role, he is responsible for leading First Republic Investment Management’s research and investment platform, as well as the investment strategy and outlook for First Republic’s integrated investment, trust and brokerage groups. Mr. Wolfe is an influencer and subject matter expert on the current state of the markets and frequently appears on numerous television networks and in print publications.

Prior to joining First Republic in 2016, he served as the Chief Investment Officer for Merrill Lynch’s Private Banking and Investment Group and, most recently, as the Head of Merrill Lynch Chief Investment Office. Prior to that, Mr. Wolfe was Global Head of Equities at JP Morgan Securities / JP Morgan Private Bank, and held research management roles at Lincoln Capital and Dover Management.

Mr. Wolfe received his Bachelor of Science degree from the University of Rhode Island, and his Master of Business Administration from Columbia University. He holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNERTM professional.

 

Registration closes at 3pm the day before the event.

 

SPECIAL WINE TASTING HOSTED BY:

 

 

Event Information

5:30 Hosted cocktail hour
6:30 Dinner and Speaker

Meal Type

Dinner Buffet

 

Registration Policy

  • Qualified Potential Members may attend once as a guest and one additional time with guest fee (which may be applied to membership fee within 60 days).
  • Scholarship Alumni winners can attend once a year for free.
  • Non-members who do not qualify for membership may attend once a year, must be referred by an active member and pay the guest fee.
  • Partners may invite guests in accordance with the Partner Arrangement.

 

CPE Credits

One and a half (1.5) CPE credits available. Field of Study: Economics

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.NASBARegistry.org.

 

Tickets

Registration is closed, please contact Micky at [email protected] for questions.