Vance Barse, AIF®
Wealth Strategist

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Natixis Investment Forum

  • Ritz-Carlton-Laguna Niguel One Ritz Carlton Drive Dana Point, CA 92629 (map)

This event is exclusively for financial professionals

This session will feature:

  • Practical commentary on today’s markets

  • Up-to-date information on tax change implications

  • Intelligence on potential investment solutions

Agenda

10:30  AM - 11:00 AM

Arrivals and Registration

11:00 AM - 11:10 AM

Welcome

Al Barbaro, Managing Director, Natixis Investment Managers 

11:10 AM - 12:00 PM

Breaking down the Mid-term Elections 
Susan Olson, VP, Government Relations, Natixis Investment Managers 

12:00 PM - 1:00 PM

Working Lunch
Dawn Mangerson, VP & Senior Portfolio Manager, McDonnell Investment Management 

1:00 PM - 1:10 PM

Break

1:10 PM - 1:40 PM

Opportunity Zones
Greg Kanarian, JD, CFA, VP Portfolio Research & Consulting Group, Natixis Investment Managers 

1:40 PM - 2:30 PM

Tax Alpha | AIA
Curt Overway, President, Managed Portfolio Advisors 

2:30 PM - 3:20 PM

Macro Overview
Jack Janasiewicz, SVP,  Portfolio Strategist, Natixis Investment Managers

3:20 PM - 3:30 PM

Wrap-Up & Thank You 

3:30 PM - 4:30 PM

Cocktail Reception

Earlier Event: November 6
TOEWS BEHAVIORAL PORTFOLIO DESIGN WORKSHOP
Later Event: November 7
Commonwealth National Conference