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:
Josh Varon, CFA, CFP
Senior Client Portfolio Manager
Franklin Equity
San Mateo, California
Josh Varon joined Franklin’s Mutual Series team in 2021 as a client portfolio manager. As a member of the investment team, he helps communicate the current strategy, portfolio positioning and outlook to external decision makers and clients. Mr. Varon joined Franklin Templeton in 2016 as an ETF Specialist, where he managed client relationships across the West Coast and partnered with the broader US Sales team to educate clients on Franklin Templeton's ETF line and directly engaged with financial intermediaries and investment strategists that utilize ETFs. Prior to joining Franklin Templeton, Mr. Varon worked at BlackRock, where he provided consultative guidance to various Private Bank and Private Wealth Management teams on BlackRock's iShares ETF lineup. He also assisted those teams in constructing portfolios of various Mutual Fund, SMA and Alternative products. Mr. Varon also previously worked as an institutional fixed income salesman for First Empire Securities, working with various depositary institutions across the country. He began his career as a financial advisor as part of an independent financial planning practice.
Mr. Varon graduated from Binghamton University. He is a Chartered Financial Analyst (CFA) charterholder, Certified Financial Planner (CFP) and holds Series7, 66, and 24 Licenses.
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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