About This Meeting
An Exclusive Virtual Event for DEC Members Only
Join DEC Members as we talk about an important topic to all – Your Money.
George will discuss the economic and investment implications of a world that could be described as Hot, Crowded and Flat – Hot inflation, Crowded markets, and the potential for Flat forward-looking returns.
Featured Guest Speaker
Chief Investment Officer
Key Private Bank
As Chief Investment Officer, George is responsible for establishing sound investment strategies for private and institutional clients, expanding internal and external research capabilities and managing the delivery of solid risk-adjusted investment performance. He also chairs Key Private Bank’s Investment Strategy and Oversight Committee.
Prior to joining Key in 2016, George was a Managing Director within Cleveland Clinic’s Investment Office, where he served as the Clinic’s first full-time dedicated investment professional. During his tenure, he led the design and execution of a comprehensive asset allocation strategy, and assets under his oversight grew from $3 billion to $8 billion.
In previous roles, George spent more than 15 years in investment management and investment consulting, where he acquired firsthand knowledge and insights into the capital markets and the stewardship of investment portfolios for institutional and high net-worth investors.
3:00 p.m. Discussion
3:30 p.m. Adjourn