ESTATE PLANNING COUNCIL OF CLEVELAND

Please arrive at 11:30 am for networking time in advance of lunch.
Lunch will be served at noon with the meeting beginning at 12:20 pm.

About the Program
The capital markets have been on a historic run since the financial crisis, and returns during 2017 did not disappoint.  And yet, recent volatility in February has caused some investors to question the future return landscape.  How will the next few years play out?  Bernstein provides their outlook based on the economic and corporate fundamentals as they see them today. 

About the Speaker
Matthew D. Palazzolo is a Senior Portfolio Manager based in Bernstein’s New York office. He was named a National Managing Director in 2017. In addition to his role as Senior Portfolio Manager, he is also responsible for Bernstein’s market and investment-related communication and is a member of Bernstein’s Private Client Investment Policy Group, which provides asset allocation, investment, and risk-management advice for high-net-worth clients, endowments, and foundations. Prior to joining the firm in 2010, Matt was with Inverness Counsel, where he served as director of research, portfolio manager and a member of the investment committee. His responsibilities included overseeing equity research and assisting in managing portfolios on behalf of the firm’s high-net-worth clients and institutional investors. Previously, he was part of a team that conducted equity research at Prudential Equity Group, where he focused on the household and personal care sector across all market capitalizations. As part of the team, he interacted with corporate management of companies; helped develop recommendations on those companies’ stocks; and communicated those recommendations to the firm’s institutional long-only and hedge fund clients. Matt earned a BA in English and sociology/anthropology from Colgate University and an MBA in corporate finance from the Kenan-Flagler Business School at the University of North Carolina, Chapel Hill. He is a Chartered Financial Analyst charterholder. Matt is a member of the CFA Institute and the New York Society of Security Analysts.

Elaine B. Eisner │ 2017-2018 Program Chair

Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  Meeting cost is $25 for members when paid in advance before noon 03/12/18, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to admin@epccleveland.org by 03/09/18).  If you reserve and are unable to attend, please call the office to cancel by noon 03/12/18 to avoid a no-show reservation billing.

Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders.  A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.   

To Reserve, click "Register Now" below.

EPC Cleveland is grateful for the support of our sponsor: