Tuesday, January 16, 2018
7:30 AM - 10:00 AM
Philadelphia Country Club
Featuring Paul Sloate with his Annual Yearly Economic Forecast
The new tax plan just passed Congress last week and was signed into law. The Fed increased their rate ¼% in December and forecasts are for 3 more in 2018. Low un-employment, inflation, maybe hyper-inflation in the cards, housing market trends, job creation, infrastructure, a record amount of PE money on the sidelines. Should I go on?
What does this all mean?
We will welcome a new Fed Chair in Feb, and yes you are not alone in being disappointed that Paul did not get the nod, but then again he wouldn’t be able to give us his insights if he was headed to DC.
How will all of this effect your business? Will Private Equity firms be buying, selling, or staying with cash? How will this impact your paycheck? What about the M & A landscape. Will the market belt out 20+% returns again in 2018? Which sectors look promising? Oh and what is this Bitcoin thing and I need a wallet? Crypto currencies and block chain technology. What does this have to do with the economy and business?
Paul Sloate is the Founder and President of Green Drake Advisors and serves as Chief Investment Officer of the firm. He is an expert in value investing, portfolio management, and financial analysis. Prior to founding Green Drake, Paul was a Director at BlackRock Financial Management and co-managed the $1.5 billion Large Cap Value Fund. Before BlackRock, Paul was a founding principal of Schneider Capital Management, helping to build a $2 billion institutional asset management firm. His over twenty-five years of experience in the industry includes serving on the Financial Accounting Policy Committee for the Association for Investment Management & Research (now the CFA Institute) and as a Senior Vice President and Portfolio Manager at Wellington Management. Paul graduated Cum Laude, Phi Beta Kappa, from Cornell University and received an MBA with Distinction from The Wharton School at the University of Pennsylvania. Paul is active in several non-profit organizations and lives with his wife and children in Bryn Mawr. He’s also a good friend.
Green Drake Advisors is a full service Registered Investment Advisory (RIA) firm serving families, business owners and professionals to guide them in meeting both their short and longer term financial goals and objectives. The firm’s principals have over 60 years of collective investment experience managing money through numerous market cycles. The firm is passionate about providing superior results and service to its clients. Its Focus on Fundamental Research provides Significant Insights that drive its’ Proprietary, Disciplined Investment Process. Much more about Paul and Green Drake Advisors at www.greendrakeadvisors.com.
We look forward to seeing you at this sure-to-be worthwhile informative session.
Andy, Bob, Georgean, Wade
Registration: Members - $35
Hot Buffet Breakfast Included!