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Investments Update

Event Sponsored by: Connecticut Bankers Association and Performance Trust

October 13, 2015 | 5:00 PM - 8:00 PM

Program Description

**Please note that we are hosting 2 separate meetings on October 13th. Our Technology Update will be held in Waltham, MA and an Investments Update will be held in Windsor, CT. Please be sure to select the correct meeting/location**

“MoneyBall for Bankers” The Science of Winning an Unfair Game

The Financial Managers Society and Connecticut Bankers Association are pleased to announce the upcoming meeting featuring Rich Berg, CEO and Founder of Performance Trust. Rich is a nationally recognized speaker on the markets and financial matters and is a frequent guest on CNBC, Bloomberg TV & Radio, MSNBC, Fox Business News, WLS, WTTW and Reuters. As Rich often says “the power of math is everything in the bond market.”

Please join us for an evening of networking with other industry professionals and a forum to exchange ideas, challenges, and solutions with your peer group.

Brad Pitt and Jonah Hill are rumored for guest appearances! We look forward to seeing you there!


    5:00 p.m. - Cocktail Hour

    6:00 p.m. - Dinner

    7:00 p.m. - Program


Rich Berg

CEO and Founder, Performance Trust

Event Sponsor



Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT

Credit Hours

Earn up to 1 hour of CPE credit.

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  • Length:

60 Minutes


Group - Live


FMS Boston Chapter 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.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website


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For information regaarding refunds, complaints, and program cancellation policies, please contact Julie MacKinnon Houle at 617 241-1123 or under administrative policies for details on refunds, complaints and cancellation policies.  

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