Feb 26, 05:00 PM - 07:00 PM (PT)
The CFA Society Spokane Annual Economic Forecast Dinner is our marquee annual event, featuring leading practitioners in investment management.
We invite you to join us for an evening of networking and learning from some of the most prominent financial minds in the industry.
Introducing our Speakers:
George Russell, CFA
Sr Client Portfolio Manager
Franklin Equity Group
Franklin Advisers, Inc.
San Mateo, California, United States
George Russell joined the Franklin Equity Group as an institutional portfolio manager in 2010 and is currently serving as a Senior Client Portfolio Manager. Mr. Russell's primary responsibility is to represent the team and communicate the investment philosophy, process and current strategy to domestic and international clients, as well as external gatekeepers and decision makers.
Mr. Russell has over twenty five years of investment experience. He spent eleven years at McMorgan and Company where he served as an equity portfolio manager and co-director of the equity group. More recently he worked at American Century Investments as a client portfolio manager covering quantitative equity and asset allocation strategies.
Mr. Russell earned his B.S. in Business Administration from the University of Arizona and his M.B.A. from the Fuqua School of Business at Duke University. He holds the Chartered Financial Analyst (CFA) charterholder designation.
Karen Manna
Investment Director
Portfolio Manager
Vice President
Federated Hermes
As investment director, Karen Manna is responsible for articulating the strategy, process, positioning and performance of Federated Hermes’ fixed-income portfolios and frequently meets with clients and consultants. She is also responsible for portfolio management and research in the fixed-income area and sits on all the fixed-income alpha pod committees. Karen has more than 20 years of investment experience. Before joining Federated Hermes in 2004, Karen was a real estate portfolio analyst and a fixed-income product manager at Fidelity Management Trust Company. She then went on to serve in various roles at Federated Hermes. These roles included: director of research and fixed-income marketing; senior product manager of fixed income; portfolio manager and senior investment analyst for tax-free money markets and bonds; and portfolio manager and senior investment analyst on the investment-grade bond team. Karen earned a bachelor’s degree from The Pennsylvania State University and an MBA from Boston College.
For sponsorship information please reach out to [email protected].
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Spokane, WA, United States