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View current events hosted by AFP Arizona
Event Details
Please join the AFPA May 19, 2011 for a global economic update.
2011: A World of Opportunity will look at the economic and market strategy for 2011. Mr. Ron Florance will cover three areas 1) the global economy 2) the world of risk and 3) Investment Themes for 2011. The global perspective will consider the rise of the consumer, and financial drivers and then place the US within the global context. After defining the risk components, Ron will talk about how to manage assets against this global backdrop. Finally, he will look at strategies to apply to four key areas of investment opportunity. ®
Mr. Florance chairs the Wealth Management Asset Allocation committee, is a voting
member of the Due Diligence Committee, and works closely with the Chief Investment
Officer on the Investment Policy Committee. Mr. Florance is quoted often by print and
broadcast media throughout the country.
Ronald Florance is a Senior Vice President and Managing Director of Investment
Strategy. His responsibilities include providing comprehensive strategic and tactical
asset allocation, financial planning, and investment management solutions for
high-net-worth individuals, families and philanthropic entities.
Mr. Florance has more than 20 years’ experience in financial services, with 15 of them
in investment management. Mr. Florance has experience managing private client
assets and mutual fund portfolios as well as developing strategic and tactical asset
allocation policies. Earlier in his career, Mr. Florance worked for Wells Fargo/Nikko
Investment Advisors as the lead portfolio manager; he later managed the quantitative
equity strategies at The Vanguard Group.
Mr. Florance earned his Bachelor of Science degree in Applied Mathematics and
Economics from Brown University. He was awarded a Chartered Financial Analyst
When & Where
Mc Cormick & Schmick's Seafood Restaurant
2575 E. Camelback Rd., Ste 175
Phoenix,
AZ 85016
Thursday, May 19, 2011 from 11:30 AM to 1:00 PM (PT)
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Hosted By
AFP Arizona
The Association for Financial Professionals of Arizona (AFPA) is a group of Treasury Professionals whose mission is to provide continuing Treasury Education and a local peer network. We accomplish this through our nine monthly meetings and an annual conference. During monthly meetings, guest speakers discuss timely, relevant treasury and other related issues.