Next Meeting- Financial Markets Roundtable
CABE’s Next Luncheon Meeting
Monday, December 14, 2009
Tony Dwyer joined FTN Equity Capital Markets, Inc. in June 2003 as an Equity Market Strategist and member of the FTN Midwest Securities Investment Committee (IC). In June 2006 he was chosen to Chair the IC, which is designed to assist the Research Department in providing the most insightful, differentiated, and user-friendly Stock/Industry research product to our client base and sales force. He also serves on the First Horizon Retirement Investment Committee and is responsible for helping set investment policy based on First Horizon investment philosophy and target markets.
Tony began his equity research career at Prudential-Bache Securities in 1987 and has since served as equity market strategist for a small number of regional brokerage firms. Tony employs macro-economic fundamental, technical, and historical analyses in developing an intermediate to long-term investment strategy for the financial markets and its various sectors. He is often interviewed and quoted by the financial news outlets, such as FOX News, CNBC, CNN, and Bloomberg Radio, as well as by many print publications.
Bruce McCain is the Chief Investment Strategist for Key Private Bank and directs the research efforts that support that team’s work. He is the past Director of Investment Research for a (predecessor of) KeyBank, and remains actively involved in guiding the research efforts at the sector and individual stock levels. He also serves as the investment manager on portfolios for both individuals and charitable endowments.
Prior to working at Key, Bruce taught courses and conducted research in Organizational Behavior at the Henry B. Tippie College of Business at the University of Iowa.
Bruce received a B.A. in Accounting and a B.S. in Psychology from Boise State University and received his Ph.D. in Business Administration from the University of California, Berkeley.
Bruce is a Chartered Financial Analyst and belongs to the CFA Institute and the Cleveland Society of Security Analysts.
LUNCH MENU AND HELPFUL INSTRUCTIONS
- Please make your reservation by Thursday, December 10 @ noon with Carol Robinson-Ashburn @ carolrobinson@westfieldgrp.com or call 330.887.0414.
- LOCATION: The City Club, 850 Euclid Avenue, 2nd Floor, Cleveland, Ohio 44114 - Citizen's Building (southwest corner of E. 9th & Euclid Avenue)
- Buffet style for lunch and opens from 11:30a.m. to 1:30 p.m. Please register with Carol and head to the buffet at your leisure.
- Buffet Dining which includes:
Full salad bar
Two (2) homemade soups
Pasta bar
Rotating selection of 2 Hot Main Entrees
Appropriate starch and vegetable, crackers, rolls and butter
Beverages: Water, Iced Tea, Coffee & Decaf, Hot Tea. - Parking Garage accessible from Prospect, Euclid Avenue, and East 8th Street via Euclid Avenue. If you enter the lot at or after 11:00 a.m. and leave by 2:30 p.m., both by the lot's clock, AND have the parking stub validated at The City Club, parking will cost $2.25. Otherwise, standard rates will apply.
CABE’s Program Schedule
Monday, September 14, 2009- Robert Bixby, The Concord Coalition
Monday, October 19, 2009- Susan Phillips
Monday, November 9, 2009- Mary Taylor
Monday, December 14, 2009 (Financial Markets Roundtable)
January 2010 – TBA (Economic Outlook Roundtable)
February 2010 – TBA (Federal Reserve)
March 2010 – TBA
April 2010 – TBA (NABE)
Monday, May 24, 2010