A Macro Look at the Economy & Markets for 2017
Featuring Steven T. Nelson, CFA, CEO of Capital Insight Partners
February 23, 2017
11:30 AM - 1:00 PM
Our February event is a macro look at economic and market conditions for 2017. Each of the major asset classes and also the international markets will be explored in this lively presentation. You will leave with a clear view of both the opportunities and risks which lie ahead.
11:30 - Check-in, lunch and networking
12:00 - Speaker Presentation
01:00 - Event Concludes
Speaker: Steven T. Nelson, CFA
Steve is the CEO of Capital Insight Partners based in Scottsdale, Arizona. He holds a Bachelor of Science degree from Saint John’s University and a Master’s in Business Administration from the University of St. Thomas. Steve is a past member of our board here at the CFA Society of Minnesota.
Capital Insight Partners has a national practice with offices in four states including Minnesota. Steve has almost thirty years of portfolio management experience. Prior to co-founding the firm, Steve was a Principal at Lowry Hill. There he and his colleagues managed $6.4 billion for $10 million minimum private client accounts. He also has extensive experience in trust, fund and ERISA portfolio management. His wife Kris is a veterinarian and the author of two books about her Minnesota clinic – Coated With Fur: A Vet’s Life and Coated With Fur: A Blind Cat’s Love. They have a lot of pets.