The FENG Miami (Fort Lauderdale), FL Chapter

Next Meeting

When:

01/16/2020 – 5:00 PM to 8:00 PM (Reserve a spot at this event)

Where:


.

Agenda:

1/16/2020 – 2020 Investment Outlook
Speaker Randy Friedlander,
For more than 20 years, Randy has been helping clients achieve their goals by developing and implementing customized wealth management strategies that align with their unique circumstances, values and hopes for the future. He earns trust and builds long-term relationships by listening to his clients’ concerns and delivering a strong combination of investment management experience and exceptional client service. A believer in investing with discipline and diligence, Randy strives to structure personalized wealth management plans that not only manage risk, but also increase the likelihood of positive outcomes.

Having spent his entire investment career at Morgan Stanley, Randy is well-versed in the global resources, specialized research and world-class solutions offered by the Firm. He utilizes this knowledge to deliver the comprehensive capabilities of Morgan Stanley to his clients, giving them a premier advisory experience

Topics of discussion:
· Asset Allocation Positioning
· Things to watch to get more bullish
· Key Takeaways from last year
· Interest rate forecast
· Cyclicals v. Defensives
· Valuations of major markets/indices
· Recent Asset Class performance
· 2020 turning points
· Strategy Implications: Key market calls
· Corporate, Financial and Household debit level review
· Bond Market outlook/Credit valuations
· Hedge Fund Environment discussion
· Volatility in context/what it means for traders
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Directions


About the Miami (Fort Lauderdale), FL Chapter

Our objective is to support each other, share leads, discuss general intelligence about the market and enjoy educational speakers on topics of interest to our members. If you are available we'd love to have you attend -- dress is business casual.

We meet on the 3rd Wednesday of every month. Please contact the Chair for additional info and directions to our meeting place. Don't forget to bring plenty of business cards. Guests are always welcome.

Chapter Leadership

Vic Leibofsky
Victor.Leibofsky@SunTrust.com
(954) 551-1629
Tariq Malik
tmalik@ca2grow.com
(305) 898-3730
Commercially astute finance executive, CFO / Director of Finance with 25+ years of experience in Financial management , M&A, IPO, capital structures, project management, growth strategies, optimization of portfolio/assets, planning and optimization of shareholder’s returns. Well versed with Private equity (PE), governance, stock exchange and securities commission compliance/reporting and with hand-on experience with investor relations (IR) and CSR.

Career covers domestic and international operations with multinationals e.g. sub of BP and Coca Cola.

Professionally, a CPA & Certified Director, ICD.D, with a B.Com Degree.

Future Meetings

02/19/2020
05:00 PM to 08:00 PM
.

03/25/2020
05:00 PM to 08:00 PM
.


For Meeting Information, Please Contact:
Tariq Malik
tmalik@ca2grow.com
(305) 898-3730

OUR SPONSORS:

cfo