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Please plan to join us for our 2023 Financial Summit
at the beautiful University of San Diego.
Thursday, August 10, 2023
5:00 p.m.
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SPEAKERS:
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Michael O’Keeffe, CFA
Chief Investment Officer
Stifel
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Jon MacKay
Head of Platform Distribution & Global Macro Strategy
Schroders USA
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John Blau
Senior Marketing
Team Director
Alkeon Capital Management
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HOSTED BY:
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Robert Willgoss, AIF®, CFP®
Senior Vice President/Investments
Deborah Muenchow
Registered Client Service Associate
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Alexander Monroe, AIF®
Vice President/Investments
Laurie Rouse
Client Service Associate
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This seminar is financially sponsored by Thornburg Investment Management, Franklin Templeton Investments, Guggenheim Partners, and Alkeon Capital Management, which are not affiliated with Stifel. Representatives from each company will be in attendance to answer questions. Investment products and services are offered through Stifel.
16870 West Bernardo Drive, Suite 150 | Rancho Bernardo, California 92127
Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com
If you no longer wish to receive these types of communications from Stifel, please reply with a subject line of “unsubscribe.” Please note you will still receive electronic communication as it pertains to your account(s).
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