Alumni

2014 Outlook: Expert Panel on Healthcare, Investments, and Taxes

Darien Rowayton Bank

Chicago Booth Alumni Club of Boston

January 16, 2014: 6:30 PM - 8:30 PM

2014 Outlook from a personal perspective -- A panel pulled together to help you -- navigate the new year and beyond.  Are you wondering...Where is US healthcare heading?  How will it affect me?  What is the investment outlook for 2014 in the fixed income markets and in the equity markets?  What risks and opportunities should we be considering at this stage of the cycle?  What should my family be doing to protect our income and wealth from rising taxation?

Answering your questions and addressing your concerns from a personal financial perspective, we'll have a Panel Discussion with four U. of Chicago alumni. Each has decades of experience within his focus area of consulting (healthcare strategy, taxation) or portfolio management (fixed income, long/short equity).  Come prepared to learn.  Come prepared with questions.  The discussion will be memorable and the cross-fertilization of ideas from business school, law school and other alumni benefits us all.

Where

Langham Hotel
Chase Room
250 Franklin Street
Boston, Massachusetts

Event Details

We start with hors d'oevres and a cash bar for 30 min and then hold our panel discussion followed by Q&A.

Panelists are:  Nathan Dowden, Managing Director at The Frankel Group.  He is a strategy consultant in the healthcare industry for a diverse global client base.  David Madigan, Chief Investment Officer at Breckinridge Capital Advisors.  He manages portfolios of fixed income securities with a focus on preserving capital and providing reliable income.  Greg Fontana, Managing Partner at Convergent Capital Partners.  He manages customized portfolios of equity securities (long/short) tailored to each family/clients' needs.  Tony Martin, Partner at Duane Morris LLP.  He counsels clients in the techniques of preserving and transferring wealth.

The event is co-sponsored by the Darien Rowayton Bank and a senior representative will be present to also address anyone's questions on Student Loans and the bank's unique post-graduate loan consolidation program exclusively for alumni from leading universities.  This could be of interest to recent graduates as well as the parents of graduate students at leading universities.

Cost

$20

Registration

Register Online

Deadline: 1/16/2014

Speaker Profiles

Nathan Dowden (Panelist) '96
Managing Director, The Frankel Group
http://www.frankelgroup.com

David Madigan (Panelist) '85
Chief Investment Officer, Breckinridge Capital Advisors
http://www.breckinridge.com

Greg Fontana (Panelist) '89
Managing Partner, Convergent Capital Partners

Tony Martin (Panelist)
Partner, Duane Morris LLP
http://www.duanemorris.com

Questions

Greg Fontana, '89 
Treasurer of Boston Alumni Club
617-548-3939

Contact Us