Our Calendar

2010 Spring Investment Day: Meet the Vendors

March 27, 2009 (1 - 5 pm)

Place: Gaithersburg Marriott

(9751 Washingtonian Blvd., Gaithersburg, MD 20878)

Reservations are required. Please R.S.V.P. to Mrs. Yu-Yun Franke, 301-881-9888 ext. 100.

Session 1: Investment Trend
Speaker: Wayne LaPlante, Regional Director, Principal Funds
Title: Alternative Fixed Income Investing in Volatile Market
Speaker: Michael Haire, Regional VP, Calvert Investments
Title: Green: The New Color of Investment Opportunity
Speaker: Gabe Hathorn, Regional Director, Symmetry Partners
Title: Science of Investing: Academic Investing Strategy
 
Session 2: Alternative Investment
Speaker: Ted Mekonnen, Regional VP, Cole Real Estate Investments
Title: Investing in Commercial Real-estate in Today's Market: The Cole Advantage
Speaker: Sandy Goldstein, Regional VP, Commonwealth Capital
Title: Equipment Leasing: “How It Can Balance Your Portfolio in Uncertain Economic Times”
Speaker: Matt Jameson, Regional VP, KBS Capital Markets Group
Title: KBS REIT II: Investment in Real Estate
Speaker: Kenneth P. Wlosek, CFP, Sr. Vice President, Ridgewood Energy
Title: China’s buying spree; Should you follow suit?
 
Session 3: 529 College Education Plan
Speaker: Laurent Ross, College Savings Plan Manager, Calvert Investments
Title: Save for College – 529 College Savings Plans