Join

Loudoun Estate Planning Council Monthly Meeting with speaker, David Howard Senior Vice President of Institutional Investments First Trust Advisors L.P.

Join Loudoun Estate Planning Council (LEPC) for its monthly meeting on Tuesday, DATE at 8:00 AM when SPEAKER presents PRESENTATION TITLE.

This is held at River Creek Country Club, Leesburg.  Cost is $25 for members, $35 for non-members.

About The Presentation:

Opportunities in Alternatives
With current market volatility, high correlations within stocks and bonds on the backdrop of economic uncertainty, inflation and rising rates, alternatives are back in the conversation to provide true diversification and capital preservation. There are now better ways to access these investments than ever in various formats with proven track records.

About This Month’s Speaker:
David Howard is a Senior Vice President of Institutional Investments at First Trust Advisors L.P. David joined First Trust Advisors in 2014, and is currently focused on Institutional Business Development. In this role he delivers the First Trust suite of products and services to Institutions, RIAs, Family Offices, Foundations and Independent Asset Managers. David started his career in the investment management industry in 2012 with Merrill Lynch after a career playing in the NFL. He graduated from Brown University in 2010 with a degree in Business Economics.

 

 

Date: Tuesday, August 9th

Time: 8:00 AM to 10 AM

Location: River Creek Country Club, 43800 Olympic Blvd, Leesburg, VA 20176

Registration Link: REGISTRATION LINK

Cost: $25 for Members; $35 for Non-members

Contact info: 

Kevin Conley or Angela Bender
Loudoun Estate Planning Council
703-919-5215
loudounepc@outlook.com

www.loudounepc.org

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