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Global Financial Markets - Current Investment Opportunites

The Commons Event Center

Thursday, October 19, 2017 from 9:00 AM to 12:30 PM (PDT)

Global Financial Markets - Current Investment...

Ticket Information

Ticket Type Remaining Sales End Price Fee Quantity
Early Bird 24 Tickets Oct 19, 2017 $25.00 $2.24
Full Registration 75 Tickets Oct 22, 2017 $45.00 $3.24

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Event Details

  • Are you wanting to invest but don't know where to begin?

  • Would you like to better understand what your financial advisor is talking about?

  • Do you want to know how to take advantage of current global financial opportunies?

  • How valuable would it be to learn from the best without any catch or sales pitch at the end?

Hailing from Chicago, Gary Klopfenstein has over thirty years of proven results in financial investment strategies and asset management. As a friend of our city, Gary has made himself available to present a half-day workshop giving you the foundations and practical application of global financial markets. 

Starting with his own company Gary became known as one of the founders of specialist management of global currency risk. Working for Mesirow Finanical, Gary was responsible for growing their business from $1B to $50B in less than ten years. He then became the CEO of Berenberg Asset Management, the US arm of a 400 year old German Financial Institution.

Currently Gary is Chairman of GK Investment Management, a private asset management compnay established as a family office. In addition to the investment of capital, the firm partners with sophisticated institutions to create and capitalize on unique investment opportunities, as well engaging in a limited number of consultative relationships focusing on transformative business growth.

The half-day workshop will look as follows:

Schedule:

  9:00 Registration and Coffee

  9:15 Welcome 

  9:30 Part 1 - Foundations

          Introduction

          Overview of Markets

          Equities, Bonds, Alternatives

o   Hedge Funds
o   Private Equity
o   Real Estate
o   Currency
o   Emerging Markets

The Relationship Between Global Markets

10:30 Break

11:30 Part 2 - Application

Investing in financial markets

o   Return Expectations
o   Risk Tolerance
o   Common Misconceptions

Conclusion: Putting it all together

Q&A

12:30 Finish 

Speaker: 

Gary Klopfenstein, GK Investment Management, Chicago 

Gary Klopfenstein

Gary Klopfenstein is a highly successful business executive with over 30 years’ experience in asset management, strategic consulting and leadership development.  His specific areas of expertise are in the design and implementation of investment strategies, across both traditional and alternative investment classes, investment research, client acquisition, business growth and catalytic leadership development.  Gary has a wealth of global expertise including successful client relationships in the U.S., Canada, Europe, the Middle East, Asia and Australia.

Gary is Chairman of GK Investment Management, a private asset management company established as a family office.  In addition to the investment of capital, the firm partners with sophisticated institutions to create and capitalize on unique investment opportunities, as well engaging in a limited number of consultative relationships focusing on transformative business growth.

Previously, Gary was the Chief Executive Officer and a member of the Board of Directors of Berenberg Asset Management, the U.S. asset management arm of a 400-year-old German financial institution.  In this position, he led all North American business development, and worked with institutional clients around the world, as well as served as a strategic advisor for the parent company.

Prior to joining Berenberg, Gary was Senior Managing Director, Head of Direct Alternative Investment Strategies, Head of Research, Chief Investment Officer of Currency Management and member of the Board of Directors for Mesirow Financial, a Chicago based diversified financial services firm.  Gary was responsible for growing the business from $1 billion to over $50 billion in less than ten years.  

Prior to his time at Mesirow Financial, Gary built his own firm, a specialist currency management company providing asset management and advisory services to global institutions, and is considered to be one of the industry founders of specialist management of global currency risk. 

He has written one book, Trading Currency Cross Rates, and edited two others, FX: Managing Global Currency Risk and Strategic Trading in the Foreign Exchange Markets.  Gary is a frequent speaker at leading conferences and a regular publisher of thought leading papers for global publications.

Gary and his wife Candice live in Chicago, have been married for over thirty years and have two adult children.

Event Host:

The Commons Event Center is committed to the long-term growth of Shasta County. By providing a world-class training facility for hire and a series of monthly workshops aimed at increasing workplace leadership and capacity we are building a better tomorrow. For more information about upcoming events or venue hire please contact Debbie@HeaveninBusiness.com.

Have questions about Global Financial Markets - Current Investment Opportunites? Contact The Commons Event Center

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When & Where


The Commons Event Center
4712 Mountain Lakes Boulevard
Redding, CA 96003

Thursday, October 19, 2017 from 9:00 AM to 12:30 PM (PDT)


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