Thu, Nov 07

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Capital Club of Asheville

Womack and McKelvy Economic Summit Conference

We are proud to announce our annual Economic Summit Conference. Join us for an important discussion of the economy. Hear from your advisor along with top industry representatives and gain valuable information for smarter portfolios. After the presentation, join us for a cocktail hour!

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Womack and McKelvy Economic Summit Conference

Time & Location

Nov 07, 2019, 3:00 PM – 6:30 PM

Capital Club of Asheville, 82 Patton Ave Suite 800, Asheville, NC 28801, USA

About the event

Markets have made little progress in two years and interest rates are presenting more potential risk than reward for investors. We are excited to present Womack and McKelvy’s annual Economic Summit Conference being held in the gorgeous Capital Club of Asheville! Hear investment insights from experts from T Rowe Price, First Trust Portfolios, Jackson National, and the Chief Investment Officer from Commonwealth Financial. Afterwards, join us for a beautiful rooftop view of downtown Asheville for a cocktail hour including a full bar and hors d’oeuvres.

***IMPORTANT NOTE: This event is by reservation only. Please make sure to reserve your spot below.**

Our Event Speakers and Sponsors: 

Commonwealth Financial Chief Investment Officer Brad McMillan. Brad chairs the investment committee and is the primary spokesperson for Commonwealth’s investment divisions. Brad received his BA from Dartmouth College, an MS from MIT, and an MS from Boston College. Brad speaks around the country on investment issues, is a CNBC contributor, and writes for industry publications, as well as daily on his blog, The Independent Market Observer.

T. Rowe Price Vice President Craig St Thomas.  T Rowe Price is a leading asset management firm that offers mutual funds, and retirement plans for individuals, and institutions managing over $900 billion in client assets.

First Trust Portfolios Vice President Andrew Beltz. Headquartered in Chicago, IL First Trust portfolios is a leading creator of innovative ETFs, structured investments, and Unit Investment Trusts with over $130 billion dollars in client assets. 

Jackson National Vice President Scott Culpepper. Jackson National is the nation’s largest and fastest growing insurer of investment portfolios with almost $300 billion insured and managed.

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