An Interactive Zoom Workshop
Perspectives on the Challenging Global Investment Climate
Over the past 30 years, David Morris, a long-tenured investment professional and senior Managing Director of Stifel, has advised clients through numerous crises resulting in volatile markets. Join us on May 12th for some pre-dinner conversation as David offers insight gathered from Stifel’s economists, research team, and investment professionals on short and long-term investment techniques, trends in the job market and global implications.
This webinar will also feature Mr. Morris’ professional advice and perspective on critical topics including the intense market volatility, tremendous economic upheaval, impact on the job market, and future investment strategy.
Investment Professional and
Senior Managing Director
A true student of the U.S. and global marketplace, David Morris has more than 40 years of investment and wealth advisory experience providing knowledgeable and personalized guidance to high-net-worth individuals and family offices, foundations, and trusts nationwide. When meeting with a new client, he seeks to understand his or her unique investment objectives and risk tolerance, and develops comprehensive and highly customized asset allocations and long-term plans, for both retirement and multi-generational wealth transfer.
Click for Mr. Morris' complete profile.
6:00 - 7:15 pm
Free - FWA Members | $10 Non-Members | Link to Webinar will be forwarded prior to the session.
Don't forget to bring your beverage! Sit back in your favorite chair for this session.
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Special thanks to Stifel for hosting this event and to David Morris for presenting the webinar. Stifel is a FWA President's Circle Member.
Special thanks to Hermina "Nina" Batson, FWA Leadership Chair and Janet Zagorin, Global Agenda Committee Co-chair for organizing this event.
About the FWA
Established in 1956, the FWA is a 501(c)(3) nonprofit professional organization with a membership of approximately 800 female and male professionals working in the financial services industry or who hold a financial position in another industry. The FWA has a long tradition of encouraging women to seek career opportunities in finance and business through mentorship and networking.
Reservations/Cancellations and payments are required by, Monday, May 11, 2020.