[Fredslist] INVITE: Accountants Club of America - RSVP- June 11, 2014 - Luncheon with G. Scott Clemons

[Kelly Welles]

Dear Tribal Financial Warriors,
 
Please join me for this special ACA luncheon featuring Guest Speaker, G. Scott Clemons, Chief Investment Strategist of Brown, Bros. Harriman, discussing a "Brief History of Risk". Attendees typically draw from CPAs, attorneys, diverse business advisors, bankers and money managers. You will be warmly welcome. Please scroll below for details and to register. Feel free to bring a friend.
 
My best,
 
 
Kelly Welles
ACA Board of Governors


 
Kelly Welles, President           
wellesfinancialservices.com
Trusted Advisor to Attorneys and Accountants 
Specializing in Insurance and Benefits
675 Third Avenue 9th Floor
New York, NY 10017
Cell   917-626-8590
Fax   212-541-5900
________________________
WELLES FINANCIAL SERVICES
Business & Personal Financial Strategies
 

----- Forwarded Message -----
From: Carrie Feinstein <carrie.feinstein at gmail.com>
To: "Feinstein, Carrie" <carrie.feinstein at gmail.com> 
Sent: Tuesday, May 20, 2014 3:22 PM
Subject: Fwd: Fw: Accountants Club of America - SAVE THE DATE - June 11,2014 - Luncheon with G. Scott Clemons




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>Kindly get your reservations in as soon as possible. Thank you!
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>>Please join us on June 11, 2014 for a luncheon meeting with Guest Speaker, Chief Investment Strategist, G. Scott Clemons, CFA.
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>>Mr. Clemons will discuss  A Brief History of Risk
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>>From the dawn of time, mankind has struggled to understand the unpredictability of life. The ancients ascribed success and failure to the vagaries of fortune and fate, and the ability to quantify and manage risk without relying on blind luck marked an epochal transformation of the human condition.
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>>The evolution of risk management in the world of investing draws heavily on this history, with implications for asset allocation and portfolio management.  Join us for a conversation on the past, present and future of managing investment risk and return.
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>>Scott Clemons joined Brown Brothers Harriman & Co. in 1990, and has held a variety of investment roles at the firm over the years.  His career began in international equities, where he was an analyst and portfolio manager of European and Asian equities, working out of the firm’s New York and London offices throughout the 1990s.  In 2001 he broadened his responsibilities into domestic equity management and research as well, and then from 2005 through 2010 managed the New York office of the firm’s Private Wealth Management business.  In 2010 he was appointed Chief Investment Strategist, and is today one of the firm’s primary writers and speakers on topics related to the economy, financial markets and investing.
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>>Scott is a Chartered Financial Analyst, and a member of the New York Society of Security Analysts and the CFA Institute.  Outside of his professional interests, Scott serves on advisory boards at the Morgan Library and Museum in New York, as well as the Getty Research Institute in Los Angeles.  He is a director of the Grolier Club in New York and chairs the Friends of the Princeton University Library.  Scott also serves on the board of directors of the Research Corporation for Science Advancement, the oldest foundation in the United States dedicated to basic scientific research.  
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>>The meeting will be held at Club 101, 101 Park Avenue, on the corner of 40th Street.
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>>Schedule is as follows:
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>>10:15 - 11:15 AM - Board and Advisory board meeting
>>11:15 - 12:00 PM - Meet and Greet
>>12:00 - 2:00 PM - Luncheon and speaker
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>>Cost: $75 in advance or $85 at the door.
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>>Mail checks made payable to The Accountants Forum, Inc. to PO Box 3236, Grand Central Station, New York, NY 10163 or pay by credit card through the events tab on our website,http://www.accountantsclubofamerica.org/
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