Phoenix Chapter Meeting Featuring Marc Dummer, CAIA, CIMA

Date/Time
06/07/2017
5:00 pm - 7:00 pm

Location
FineMark National Bank and Trust
7600 East Doubletree Ranch Road, #100

Category(ies)


The Phoenix Chapter of the MTA invites you to our next chapter meeting on Wednesday, June 7, 2017. Please join us to hear Marc Dummer, CAIA, CIMA present unique and interesting investment perspective on fixed income and the global markets.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation.

Complete event details are listed below. We hope to see you there!

Steve Kern, CMT
Phoenix Chapter Chair


Date: Wednesday, June 7, 2017

Time: 5:00 PM – 7:00 PM

Topic: Stategies in Global Diversified Income
Evaluating sources of investment income requires investors to search globally for opportunities. This search becomes increasingly difficult in an environment of rising interest rates. This meeting sheds light on how one portfolio manager successfully accomplishes this task

Presenter: Marc Dummer, CAIA, CIMA® – Managing Director & Portfolio Manager, Principal Portfolio Strategies

Location:
FineMark National Bank and Trust
7600 East Doubletree Ranch Road, #100
Scottsdale, Arizona 85258
United States of America

Registration: Registration is free for MTA members and non-members

This chapter meeting qualifies for 3 MTA Continuing Education (CE) credits.

 

Presenter(s)

Marc Dummer, CAIA, CIMA

MDummer
Marc Dummer, CAIA, CIMA® - Managing Director & Portfolio Manager, Principal Portfolio Strategies Marc is a Managing Director and Portfolio Manager for Principal Portfolio Strategies, a specialized boutique that engages in the creation of asset allocation solutions. In...
Learn More »

Bookings

Ticket Type Spaces
Standard Ticket