Investments Update with Performance Trust

Event Sponsored by: Connecticut Bankers Association

October 12, 2016 | 5:00 PM - 8:00 PM

Program Description

The Financial Managers Society and Connecticut Bankers Association are pleased to announce the upcoming meeting featuring Karl Brorson and Brad Gavin of Performance Trust. Karl and Gavin have been with Performance Trust since 2008 and 2005, respectively. They combine 20 years of Capital Markets experience with a specific focus on advising middle-market financial institutions. Join as they cover the importance of using a framework for decision-making when investing on behalf of your financial institution.

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. The cocktail hour will be sponsored by Performance Trust.

Agenda

    5:00 p.m. - Cocktail Hour

    6:00 p.m. - Dinner

    7:00 p.m. - Program

Presenter(s)

Karl Brorson and Brad Gavin

Performance Trust

 Event Sponsor 

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Location

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.

  • Level:

Basic

None

  • Prerequisites:

  • Advance Preparation:

  • Instructional Method:

  • Length:

60 Minutes

None

Group - Live

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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 www.learningmarket.org.

Cost

  • Member:

  • Non-Member:

$70

$85

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