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FPASWO & CFA Societies of Cincinnati & Dayton Joint Event

Join us as we host an exclusive in-person event in collaboration with the CFA Societies of Cincinnati and Dayton! Capital Group’s Kellin Clark breaks down how the midterm elections will reshape tax policy, retirement planning, and legislative priorities. Plus, PIMCO’s Tony Crescenzi delivers crucial mid-2026 macroeconomic insights and key bond market yield opportunities. Stick around for our post-session happy hour!

CFP CE: Approved for 1hr, pending approval for 2nd
ODI CE: Approved for 1hr, pending approval for 2nd

Queen City Club
331 E 4th St, Cincinnati, OH 45202
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Thursday, August 27, 2026
01:00pm - 05:00pm

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$0.00 - $75.00

Agenda:

1:00pm - 1:30pm | Registration

1:30 - 2:30pm | Macroeconomic & Investment Outlook with Tony Crescenzi, PIMCO 

2:45pm - 3:45pm | Washington Update with Kellin Clark, Capital Group

3:45pm - 5:00pm | Networking Happy Hour


Parking:

Complimentary valet parking will be available.


Please note: Refunds will not be given for cancellations received after August 27th. Members who cancel after August 27th will be subject to a $75 no show fee. 

Tony Crescenzi is an executive vice president, market strategist and generalist portfolio manager in the New York office. He is also an advisory member of the Investment Committee. Prior to joining PIMCO in 2009, he was chief bond market strategist at Miller Tabak, and worked for both Lehman Brothers and Prudential Bache. Mr. Crescenzi has written six books, including "The Strategic Bond Investor" and "Beyond the Keynesian Endpoint." He regularly appears on CNBC and Bloomberg television and in financial news media. Mr. Crescenzi taught in the executive MBA program at Baruch College from 1999-2009. He has 43 years of investment experience and holds an MBA from St. John's University and an undergraduate degree from the City University of New York.

Kellin Clark is vice president of government & regulatory affairs at Capital Group. He has 15 years of industry experience and has been with Capital Group for five years. Prior to joining Capital, Kellin worked as the director of government affairs and public policy for North America at S&P Global. Before that, he was the senior economic policy advisor to Senator Jon Tester (D-MT). He holds a bachelor's degree in political science from the University of Oregon. Kellin is based in Washington, D.C.

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