16

Jun

Member Meeting

Virtual Gold Member Reception

3:00 PM

Virtual via Zoom


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 AncoraDavid 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


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