Philadelphia Estate Planning Council

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  • PEPC MEMBERS ONLY: Roundtable Program

PEPC MEMBERS ONLY: Roundtable Program

  • Tuesday, October 06, 2020
  • 12:00 PM - 1:00 PM
  • Zoom Webinar (Log-In Access will be provided to registered participants the day prior to the program)

Registration


Registration is closed

"Looking Ahead - Investing Around the Impact of COVID-19 and the U.S. Presidential Election"

OVERVIEW: 
This roundtable program will discuss the impact of COVID-19 on financial markets, potential risks related to the U.S. presidential election, and how investors should think about positioning their portfolios as we head into 2021.

SPEAKER: 

Jeffrey D. Mills is the Chief Investment Officer at BMT Wealth Management. With more than 15 years of experience in investment analysis, advisory, and strategy. He is responsible for investment strategy across BMT’s Wealth Management platform, including the development of alternative capabilities to attract high net-worth and ultra-high net-worth clients, as well as institutions, endowments, and foundations.

Joining BMT in 2019, he previously served as Managing Director and Co-Chief Investment Strategist for PNC Financial Services Group. Prior to this position, he was Chief Investment Strategist for PNC’s Hawthorn Group.

Jeff is a CNBC Contributor providing expert financial insights into national discussions on economic matters, regularly appearing on shows like Squawk Box, Power Lunch and Fast Money.

He holds a bachelor’s degree in international relations from the University of Pennsylvania, a Master of Business Administration from the University of Oxford, Oxford, U.K., and a Master of Science in management studies – with a concentration in asset management and investments – from the Massachusetts Institute of Technology (MIT).

Jeff is a member of the Investment Committee at LaSalle College High School where he oversees the school’s endowment. He is also an advisory board member at the Johns Hopkins Lyme Disease Research Center.

COST: No charge! Must be a PEPC Member to attend. 

No continuing education credits will be offered for this program.

This program is being sponsored by


Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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