Schedule of Events

November Breakfast Meeting



  • Wednesday Nov 16, 2016
  • Start Time: 7:30AM
  • End Time: 9:30AM
  • Garden of the Gods Club, 3320 Mesa Road
  • Presented by: Jerry Paul, CFA

“MaPaulnaging Fixed Income in a Low Rate Environment”

Presenter: Jerry Paul, CFA, Senior Vice President – Fixed Income Portfolio Manager at ICON Advisers

Financial advisers must be prepared to understand the case for an
extended period of relatively low interest rates AND be equipped to
discuss this situation with their clients. During this presentation, we’ll
consider the case for interest rates of 2‐4% to continue. And consider what
fixed income strategies would be appropriate. Members will also gain
added respect for bond management, its complexity and the potential opportunities.


Register