Conversation & Coffee
Date: March 18, 2015 at 7:30 AM
Location: Playhouse in the Park
Topic: The 2015 Economy: Five Things To Know
Speaker – Greg Curvall, CFA - Vice President, Private Bank Investment Strategist
Greg is involved in all aspects of the formulation and communication of Fifth Third Bank’s investment strategy. He has over ten years of experience in the capital markets industry. Prior to Fifth Third Bank, Greg structured CDOs for Bank of Montreal’s Securitization Group, and later structured interest rate derivatives for BMO’s North American energy portfolio. Greg earned a B.S. in economics from Harvard University and an M.B.A. in finance from the University of Chicago. He is also a CFA Charterholder.
Members of the Greater Cincinnati Planned Giving Council are invited to nominate benefactors who have included their organization in their estate plan or financial advisors who have played a significant role in their organization's planned giving efforts for this special recognition. The nomination submission deadline is Friday, April 3, 2015.
Thank you to our Platinum Sponsor:
The John A. Schroth Family Charitable Trust, PNC Bank, Trustee