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Join the Partners and Staff of BDF for a complimentary informative presentation by Larry Adam, CFA, CIMA®, CFP® – Raymond James Managing Director, Chief Investment Officer.
Larry Adam joined Raymond James in 2018 as the Chief Investment Officer for Private Client Group. Prior to joining Raymond James, Larry, as a Managing Director, held dual roles of CIO of the Americas and Global Chief Investment Strategist for Deutshce Bank Private Wealth Management. He sat on the U.S. Investment Committee, the management team responsible for investment strategy and asset allocation for U.S. discretionary portfolios. He was also a member of Deutsche Bank's Global Investment Committee that formalizes and establishes the global house view. Prior to being named Deutsche Bank's Global Chief Investment Strategist, Larry was the head of the Asset Allocation and Quantitative Analysis Group, the group responsible for analyzing and implementing client-specific asset allocation strategies. He joined Deutsche Bank Alex Brown in 1992.
Larry received his B.B.A. with a concentration in finance from Loyola University Maryland in 1991 and received a Master's Degree in Business with a concentration in finance from Loyola University Maryland in 1993. He received the Chartered Financial Analyst® designation in 1996, Certified Investment Management Analyst® certification in 2001 and CERTIFIED FINANCIAL PLANNER™ certification in 2004. Larry has been featured prominently on CNBC and Bloomberg and is frequently quoted in well-known publications such as the Wall Street Journal, Barron's and the International Herald Tribune.
Larry will be discussing his Top 10 Investment Themes for 2023 to be followed by a short Q & A.
IMPORTANT DETAILS
When: Thursday, January 12, 2023, 6 pm to 8 pm (refreshments to begin 5:45)
Where: DuPont Country Club, Rockland Road, Wilmington, DE
*Light hors d'oeuvres and open bar
Please plan to attend now as seating is limited and this event will fill up quickly! Mark your calendar and call Peggy Sue, Connie, or Cindy in our office by January 6, 2023 to RSVP at 302-999-9330, Toll-Free 888-811-4223 or email ptaylor@bdfwealth.com.
We will contact you with any changes in case of inclement weather.
PLEASE FEEL FREE TO INVITE OTHER POTENTIAL CLIENTS/INVESTORS, FAMILY, FRIENDS, NEIGHBORS, CO-WORKERS!!!