ESTATE PLANNING COUNCIL OF CLEVELAND

About the Program
Since the U.S. equity market peaked on February 19^th, it has recorded the swiftest decline as well as the swiftest recovery in recorded memory. With this backdrop, there remains considerable skepticism about the durability of this stock market recovery, reflected in the record amount of cash on the sidelines. In this environment, how does one invest? Does one increase the margin of safety with fixed income, presently yielding close to zero, or does one stay the course in equities which are getting progressively more expensive? This presentation starts with examining the backdrop of equity markets, and then articulates constructive strategies that can be used to protect against downside risk while participating on the upside, and doing so in situations familiar to our members, such as outsized concentrated positions, excessive allocations to equities with large unrealized gains for clients, essentially helping navigate these difficult times in a manner consistent with our fiduciary responsibilities.

About the Speaker
Uma M. Rajeshwar is a Managing Director and Relationship Manager in Glenmede’s Ohio office. He is the primary contact on complex relationships and provides investment and wealth advice to the Company’s high-net-worth individual clients. With thirty-one years of investment and trust experience, Mr. Rajeshwar served as Vice President, Society Asset Management, for Society Corp, Cleveland, Ohio, and as Vice President, Finance, Trust & Investment Management, AmeriTrust/Society Corp., Cleveland, Ohio. Mr. Rajeshwar graduated from the University of Delhi, India, with a B.A. in economics and earned an M.B.A. from the University of Michigan. He also holds the Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER (CFP®), and the Certified Trust Financial Advisor (CTFA) designations. A resident of Pepper Pike, Ohio, Mr. Rajeshwar is a member of the CFA Institute, the ABA Institute of Certified Bankers, and the Financial Planning Association, and has provided business and market analysis on national and local media channels and events.

Kimberly Stein, Esq. │ 2019-2020 Program Chair

Reservation Policy – This webinar program is complimentary and all attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.

Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. EPC Cleveland will also request credit from the Ohio Department of Insurance. A certificate of completion will be available for those AEP®, CTFA, CPA, and CWS designees who feel the program satisfies their continuing education requirements. You must be attentive on the webinar for at least 60 minutes of programming to receive credit for any of the credentials listed above.

Reserve Online HERE