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 - 8:45 Registration/Breakfast/Networking
8:45 - 9:00 Scott Pulsifer- 2024 President Welcome
9:00 - 10:00 John Finneran III/Capital Group Active ETFs: Seek better-than-market investment outcomes and tax efficiency
10:00 - 11:00 Mike Townsend/ Charles Schwab Policy, Politics, and Election 2024: Implications for Investors
11:00 to 11:15 Sponsor Break
11:15 - 12:05 Allianz/FP Alpha Case studies and how using the tech to improve the planning
12:05 - 1:00 Lunch
1:00 - 1:50 Erin Wood/ Carson Consulting Flashbulb Moments
2:00 - 2:50 Brian Portnoy Beyond Human Bias: Exploring the Human Experience of Money
2:50 to 3:00 Break
3:00 to 3:50 Mike Underhill/Cantor Fitzgerald Investing in Infrastructure
3:50 to 4:40 First Trust Direct Indexing & Exchange Fund Replication (for Low Cost Basis/Concentrated Equity positions)
4:40 to 5:00 Raffle and give aways
5:15 Happy Hour at the Fox Barn Twenty9, 16 Great Valley Pkwy, Malvern, PA 19355