Association for Financial Professionals of Utah

Upcoming events

    • 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
    Register

    May 16, 2024 Breakfast 7:30-9:00 a.m. 

    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.


    • August 29, 2024
    • 4:00 PM - 6:30 PM
    • Top Golf - 920 Jordan River Boulevard
    Register

    Join fellow AFP of Utah Members & Friends for Networking! 

    Thursday, August 29, 2024

    Top Golf Midvale at 920 Jordan River Boulevard

    4-6:30 p.m. 

    Food, Drink, Networking & Golf! 

    NO cost for full or virtual members, guests are welcome at $20 each. 

    Photo

    • September 19, 2024
    • 11:30 AM - 1:00 PM
    • TBD
    Register

    AFP of Utah September Luncheon| Thurs., September 19, 2024 11:30 a.m.-1:00 p.m. MST 

    Agenda

    11:30 a.m.-12:00 p.m. Check in, get seated, grab lunch (30 minutes)

    12:00-1:00 p.m. Opening & welcome, presentation (60 minutes)

    Risk-Resilience – A Data-Driven Approach to Geopolitical Risk

    View geopolitical risk from a new perspective by using a data-driven approach to assess risks and financial decisions. This dynamic session, will delve into key current U.S. and international political risks and offer a strategic perspective on the power of data-driven analysis. It will also focus on international investments and international currency strategies, providing an overview of tools available to manage risk, including political risk insurance, as well as opportunities to manage currency risks in an evolving market.

    DAVID KINZEL Marsh Credit Specialty

    David is a Political Risk and Structured Credit Insurance broker at Marsh & McLennan, based in Denver, CO. He works with  both corporate and bank clients to develop and negotiate  highly innovative structured payment and performance risk  solutions, in addition to insurance programs to protect equity investments mostly in emerging markets. David has over 19 years of experience in the field of risk management, during  which he has developed an expertise for helping clients navigate credit and risks in international markets, particularly for private equity firm emerging market investments. He holds  a Master of Business Administration from the University of California - Irvine, CA, and a Bachelor of Science in Economics  from Arizona State University - Tempe, AZ.

    JENNY KIM Marsh Risk Advisor 

    Jenny is a Client Executive at Marsh, generating new business for the firm, with innovative best-in-class products and  spearheading solutions and service delivery excellence in all  risk management activities. This includes coordinating subject  matter experts, developing marketplace strategies and crafting  creative solutions specific to the industry sector, organization  and insurance risk.  Her expertise sits in the Real Estate, Financial Institutions and the Renewable Energy sectors. She  earned her Bachelors in Political Science at the University of  Waterloo in Canada.

    IVAN DROBNJAK Bannockburn Global Forex

    Ivan Drobnjak is a Managing Director with Bannockburn Global Forex in Denver, responsible for the Mountain West region. He has been taking advantage of Earth’s rotation on its axis, making his way further West, his entire life. He was raised in Montenegro, studied at Berea College, and received his master’s in finance from Miami University, graduating top of the class.  Following a stint on the commercial banking front, he followed his passion for Capital Markets into Foreign Exchange.  Over the 15 years in this field Ivan has kept a beat on the markets, providing daily insight, advice and execution strategies, all while keeping his clients’ best interest in mind. Continuing the western journey, in 2018 he opened the Denver office for Bannockburn, a division of First Financial Bancorp. Here, along with his team, he continues to provide expertise on the largest capital market in the world.


    • October 01, 2024
    • October 31, 2024
    • TBD
    Register



    • November 21, 2024
    • 11:30 AM - 1:00 PM
    • TBD
    Register



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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