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Thank you for another successful year!

Annual Forecast Dinner 2012

 Program

The CFA Society of Colorado is proud to announce its 2012 Annual Forecast Dinner. This year we will feature Tony Crescenzi and Dr. Jerry Webman, CFA. Register for this event at www.cfacolorado.org.

About our Speakers:

Tony Crescenzi is an executive vice president, market strategist and portfolio manager in
the Newport Beach office. Prior to joining PIMCO in 2009, he was chief bond market
strategist at Miller Tabak, where he worked for 23 years. He helped create that firm's asset
management division and served as its chairman. Mr. Crescenzi has written five books,
including his latest, "Beyond the Keynesian Endpoint," which will publish in October 2011,
and a 1,200-page revision to Marcia Stigum's classic, "The Money Market." He regularly
appears on CNBC and Bloomberg television and in financial news media. Mr. Crescenzi
taught in the executive MBA program at Baruch College from 1999-2009. He has 28 years of
investment experience and holds an MBA from St. John's University and an undergraduate
degree from the City University of New York.

Dr. Jerry Webman is a Senior Investment Officer and Chief Economist for
OppenheimerFunds. In this capacity, Dr. Webman provides strategic viewpoints on the
overall financial and economic markets to investment management and the financial advisor
and investor communities. Previously, he also served as Director of Fixed Income, where
he oversaw portfolio managers, analysts and traders managing fixed income assets.
Dr. Webman holds a B.A. in Political Science, with Honors, from the University of Chicago,
where he graduated Phi Beta Kappa, and a Ph.D. in Political Science from Yale University.
He earned the right to use the Chartered Financial Analyst designation.

 Gold Level Sponsor ($5,000)

Gold Level Sponsor receive prominent mention as event sponsor, reception (cocktail hour)underwriter/sponsor; logo recognition in event material (media advertisements and event program),full-page advertisement in event program, listing on projection screen at venue and marketing table at venue. Sponsor will also receive preferred seating for up to 10. Additional tables are available for $1250 each. Additionally, Gold Level Sponsors will receive prominent logo placement on the CFA Colorado website with a company description and link and your company logo will appear in our member newsletters throughout 2012. Ability to distribute research and marketing materials at either a booth or to attendees at their table.
 
 

 Silver Level Sponsor ($2,500)

Silver Level Sponsor receives marketing booth at venue plus recognition in event material (media advertisements and event program), half-page advertisement in event program, listing on projection screen at venue. Sponsor will also receive select seating for up to ten. Additional tables are available for $1250 each. Additionally, Silver Level Sponsors will be receive recognition on the CFA Colorado website with a company description and link and your company logo will appear in our member newsletters throughout 2012. Ability to distribute research and marketing materials at either a booth or to attendees at their table. (Five Opportunities remaining) 

Purchase a
Silver Level Sponsorship 

 

 Bronze (Table) Sponsor ($1,250)

Bronze (Table) Sponsor receives a table for up to 10 attendees. Firm name will be displayed on placard above table for recognition. Firm name will be mentioned in event program. Bronze level sponsors are ideal for firms to bring clients or employees to this event at a cost effective price and to get preferential seating and recognition as a sponsor of the pre-eminent investment event in Denver. This also guarantees access to what is expected to be a sold out event again this year.  

 
Purchase a
Bronze Level Sponsorship

 

 Individual Tickets Purchase

$110 Members - $130 Non-Members

Purchase an Individual Ticket

 

 

 Thank You to our Sponsors...

Silver Level Sponsors:

   
   

Bronze Level Sponsors:

Jackson Financial     JMJ Consulting Inc.     Mainstay     CoBank     CoBiz Wealth     OppenheimerFunds   

Helm Investment Management     Dunn Warren Investment Advisors, LLC    Fidelity     Putnam Investments

University of Denver     Stifel, Nicolaus & Company Inc.     S&P/CapitalIQ     Colorado State Bank & Trust

Curian Capital, LLC


The views expressed by the speakers do not necessarily reflect the views or policies of the CFA Society of Colorado, its Board of Directors or its members. The CFA Society of Colorado does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.


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