Jan 2018 Print

Welcome New Members

The FPA of Colorado has more than 100 new members over the past 15 months. Please consider getting more involved and taking the next step to increased membership benefits, relationships with peers and leadership development by serving on one of our committees. 

We are looking for more members to particiate in Advocacy and Education right now. But please serve where your heart feels at home. Contact us at 303-450-0515 or info@cofpa.org.

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January Chapter Program: Only A Few Spots Left!

NUARY CHAPTER PROGRAM- ECONOMIC UPDATE 2018 DENVER

January 26, 2018
11:30 AM MST - 2:00 PM MST
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Wellshire Event Center 
3333 S Colorado Blvd.
Denver, CO 80222
 Directions

DENVER - WELLSHIRE LOCATION


2018 THE YEAR AHEAD - NEWS AND NOISE

Speaker: Samantha Azzarello, Global Market Strategist & Vice President, J.P. Morgan Asset Management

Attendees will receive an economic update of the US and International Markets. We will review a variety of topics including: US Valuations, P/E Ratios, Equity Returns, Employment Numbers, Labor Market Perspectives, The Fed and Interest Rates, The Federal Reserve Balance sheet, Bond Market Dynamics, Global Equity Markets, Currencies and International Returns, International Earnings/Valuations, Manufacturing, Inflation numbers and specifics on Japan China and Europe.

Learning Objectives:

  • Better grasp of the economy and financial markets

  • Explain complex investing principles to clients

  • How to use the Guide to the Markets 

Agenda: 

  • Networking: 11:30AM-Noon

  • Annoucements & Lunch: Noon-12:30

  • Education: 12:30-2PM
    US Macro Update- 15 minutes
    US Equity Update- 15 minutes
    US Fixed Income- 15 minutes
    Macro International Update- 25 minutes

    Do you have specfic questions you would like addressed by our speaker? Email us info@cofpa.org to get them answered!

Approved for 1 hour of Colorado Insurance CE and 1.5 Hours of CFP Credits

 

Samantha AzzarelloVice President, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, Samantha develops and communicates timely market and economic insights to retail and institutional clients across the U.S.

Samantha joined J.P. Morgan in 2015. Before she joined the firm, Samantha worked at Bank of America Merrill Lynch Wealth Management as a multi-asset investment strategist within the Chief Investment Office. She was involved in formulating and communicating the firm’s economic and market outlook as well as asset allocation views.

Samantha also worked at CME Group as an economist, where she conducted research and analyzed global economic developments that impacted the company’s business. She has published articles in the Review of Financial Economics and Journal of Investing.

Samantha earned a master’s degree in Economics from New York University with a concentration in Econometrics. She received a bachelor’s degree in Economics from the University of Toronto. Samantha holds series 7 and 66 licenses.

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