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May 15

FPA Philly - 37th Annual Spring Symposium | May 15th, 2024

Join FPA Philly Tri-State our 37th Annual Spring Symposium at Penn State followed by happy hour and networking. Featuring keynote speakers: Brian Portnoy, CFA, PhD and Washington DC insider, Michael Townsend.

Penn State Great Valley Campus
30 E. Swedesford Road, Malvern, PA 19355
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May 15, 2024 08:00am - May 15, 2024 06:00pm

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$40.00 - $275.00

* Schedule is subject to change as speakers are confirmed

  • 8:00 - 8:30 a.m Registration/Breakfast/Networking
  • 8:45 - 9:00 a.m. Scott Pulsifer - President FPA Philly Tri- State - Welcome
  • 9:00 - 10:00 a.m. John Finneran III, Capital Group/American Funds : Active ETF's
  • 10:00 - 11:00 a.m. Mike Townsend, Charles Schwab: Policy, Politics and Election 2024: Implications for Investors
  • 11:00 - 11:15 a.m. Break
  • 11:15 - 12:05 p.m. First Trust: Direct Indexing & Exchange Fund Replication (for Low Cost Basis/Concentrated Equity Positions)
  • 12:05 - 1:00 p.m. Lunch 
  • 1:00 - 1:50 p.m. Erin Wood of Carson Coaching: Flashbulb Moments
  • 2:00 - 2:50 p.m. Brian Portnoy: Beyond Bias: Exploring the Human Experience of Money
  • 2:50 - 3:00 p.m. Break & Brian Portnoy Book signing
  • 3:00 - 3:50 p.m Mike Underhill of Cantor Fitzgerald: Investing in Infrastructure
  • 3:50 - 4:40 p.m. Closing Session
  • 4:40 - 5:00 p.m Raffle and Give Away
  • 5:15 to 6:00 p.m. Happy Hour at the Fox Barn Twenty9, 16 Great Valley Pkwy, Malvern, PA 19355