Sign In
Export Event

Title

A Day in the Life: UHNW Portfolio Management

Event Description

The "Day in the Life" Series Presents ... UHNW Portfolio Management

Featuring: 
Jeremy V. Rice, CFA 
Abbot Downing

Kathryn Lyons, CFA
U.S. Bank Private Wealth Management​

Learn about this area of the investment industry first-hand from local charterholders! Lunch is included with registration.

Agenda
11:30 am Lunch and Networking
12:00 pm Speaker Presentation/Q & A
1:00 pm Event concludes

Jeremy-Rice.jpg

About the speaker:
Jeremy Rice is a portfolio manager on the Asset Management team for the Midwest region. Jeremy is responsible for the development and execution of investment strategies for clients of Abbot Downing.

Jeremy has held various roles within Wells Fargo, including investment strategist, investment manager, portfolio manager and associate portfolio manager. In these roles, he was responsible for developing and executing investment strategies and performing investment research for clients of The Private Bank. Jeremy has been working in the financial services industry for 15 years.

Jeremy received a bachelor’s degree in finance from the University of Minnesota’s Carlson School of Management. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of MN.

AAIAAQDGAAAAAQAAAAAAAAsYAAAAJDhiZGQxYzBiLWVkNzQtNDEyMy04ZDNiLTRjNjBkMGQ2NjJjNw.jpg
Kate Lyons is a Vice President and Senior Portfolio Manager at U.S. Bank Private Wealth Management. Previously, she was a Senior Investment Consultant at Securian Financial Group. Kate received a bachelor's degree in finance from Arizona State University. She received the Chartered Financial Analyst® designation in 2003 and is a member of​ the CFA Institute and the CFA Society of Minnesota.​ She joined the Society Board in September 2017.

Event Type

Society; Career; Social/Networking; Educational

Education Topic

Portfolio Management

Start Time

1/26/2018 11:30 AM

End Time

1/26/2018 1:00 PM

City

Minneapolis

State/Province

Minnesota

Event Country

United States

Event Region

Americas

Location Info

​University of St. Thomas (Minneapolis Campus)
Terrence Murphy Hall Room 255
1000 LaSalle Ave
Minneapolis, MN 55403

Speaker

Jeremy V. Rice, CFA

CE Credits

 

SER Credit

0.00

Currency

USD

Member Price

10.00

Non-Member Price

15.00

Candidate Price

5.00

Registration

Student admission: $5

​Register here!

Presentation

 

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 1/5/2018 11:07 AM by support@cfamn.org
Last modified at 1/8/2018 1:34 PM by support@cfamn.org