Client Financial Education & Networking- July 2016

Investment Themes for 2016- Getting Back to Basics

  • Capital Markets Outlook: Wayne Godlin will discuss the intersection of the global economy and world events on the markets.
  • Market Know-How: Galey Gravenstein will help you to decipher current market conditions and educate you on HOW to proceed.

DATE: Thursday July 14th                                

TIME: 6:30pm – 9pm

PLACE: Ruth’s Chris Steakhouse,  225 NE Mizner Blvd, Boca Raton, FL 33432

Key Note Speakers:

wWayne Godlin: Senior Vice President, Portfolio Manager; Alliance Bernstein

Mr. Wayne D. Godlin serves as Senior Vice President and Senior Portfolio Manager for the Municipal Bond Portfolio Management Team at Alliance Bernstein (AB) that collectively manages $30+ Billion in municipal assets. Wayne joined the firm with more than 26 years of investment experience, including 21 years with Morgan Stanley Investment Management. Prior to joining AB, Wayne served as Chief Municipal Strategist and Portfolio Manager at Van Kampen. In 2000 Morningstar awarded Mr. Godlin’s strategy with the “Decade” Award in its category. Wayne holds a BA from Union College and an MPA from Columbia University

 

 

gGaley Gravenstein: Vice President, Regional Director; Goldman Sachs Asset Management

In her role as a Vice President and Regional Director for Goldman Sachs Asset Management, Ms. Gravenstein caters to the needs of independent broker dealer financial advisors and Registered Investment Advisors (RIAs) throughout Florida. Prior to joining the firm, Ms. Gravenstein was in a similar position with Franklin Templeton Investments where she was managing a territory in Southern Michigan. She graduated Summa Cum Laude from the University of Florida and is a University of Florida Track & Field and Cross-Country letter winner.

 

jJon W. Ulin, CFP®, Managing Principal; Ulin & Co. Wealth Management

Jon W. Ulin, CFP®, Private Wealth Advisor, is the founder and Managing Principal of Ulin & Co. Originally from Philadelphia, Jon graduated Cum Laude with a BBA in Accounting from Temple University. Mr. Ulin works primarily as a ‘fee-based’ investment advisor and is responsible for all aspects of our clients’ portfolio management and financial planning services. Jon is a sought after speaker for both community and corporate events and is often quoted by national news and media outlets.

 

Sponsors: Alliance Bernstein, Goldman Sachs, American Century, Janus, Oppenheimer

Sponsors are not affiliated with LPL Financial or Ulin & Co.

Note: This is a private client event, by invitation only. 

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Established in 2002, Ulin & Co. is a boutique independent SEC -Registered Investment Advisor (RIA) and branch office of LPL Financial located in downtown Boca Raton. 

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