About This Meeting
An Exclusive Virtual Event for DEC Gold + Life Members Only
DEC Gold Members are invited to join other Gold Members for an exclusive virtual networking benefit at no charge: DEC Virtual Gold Member Reception!
Hear David Sowerby’s thoughts on the markets and economy, breakout in smaller groups to discuss this and other relevant topics, and regroup to end with a quick lightning round.
Featured Guest Speaker
David Sowerby, CFA
Managing Director, Portfolio Manager
Ancora
Mr. Sowerby is a portfolio manager for individual and institutional accounts and is a co-manager of the firm’s Dividend Value Equity strategy. Prior to joining Ancora, David was most recently a Portfolio Manager at Loomis, Sayles & Company, where he worked since 1998 and held multiple senior positions. At Loomis, David worked directly with institutional clients on asset allocation strategies and multi-product accounts. Earlier in his career, David served as a Senior Portfolio Manager for Beacon Investment Management Company. He began his industry career in 1986, providing investment strategy as an Economist for Comerica Bank.
Meeting Agenda
3:00 p.m. Program
3:20 p.m. Live Audience Q & A
3:30 p.m. Optional Networking
3:45 p.m. Adjourn