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  • May 2024 Breakfast- Speed Round: Market Forecast, Economic Conditions, Regulatory Reform, Cash Flow Forecasting, Investment Guidelines

                                                                                                   

Association for Financial Professionals of Utah

May 2024 Breakfast- Speed Round: Market Forecast, Economic Conditions, Regulatory Reform, Cash Flow Forecasting, Investment Guidelines

  • May 16, 2024
  • 7:30 AM - 9:00 AM
  • 1 S Main St, Salt Lake City, UT 84133 in the Founders Room on the 18th Floor

Registration

  • For invited guests to learn more about the AFP of Utah.
  • Anyone who is a full member can register using this option.
  • This ticket is for non-members to join the event at $35 in person.
  • This ticket is for non-members to join the event virtually at $20 in person.
  • Anyone who has a full membership or a virtual membership can use this option.

Register

May 16, 2024 Breakfast 7:30-9:00 a.m.  **Yummy Breakfast from Kneaders is being served!**

Zions Bank: 1 S Main St, Salt Lake City, UT 84133 in the Founders Room, 18th Floor

Speed Round: Market Forecast, Economic Conditions, Regulatory Reform, Cash Flow Forecasting, Investment Guidelines 

Will Goldthwait
Portfolio Strategist

Will is a Portfolio Strategist at State Street Global Advisors. He is a member
of the Global Cash and Global Fixed Income Investment Management Teams. Will is responsible for the communication of cash
and fixed income investment strategy and performance to clients, consultants and prospects. He covers multiple sectors and vehicles, including both active and indexed
fixed income.

Prior to joining State Street Global Advisors in 2014, Will spent time on both the advisory and brokerage side of the business. Most recently he was part of Royal Bank of Scotland’s Institutional Fixed Income Sales team and Merrill Lynch’s Institutional Money Market Sales Team. Prior to Merrill Lynch Will worked as a Money Market Portfolio Manager and Fixed Income Trader for Columbia Management and Fleet Investment Advisors.


AFP of Utah  | Administration by KML Management at 303-883-4152|admin@afpofutah.org 

AFP  of Utah is a 501(c)6 non-profit organization. 

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