Below are the program topics and speakers for the current year. Members are encouraged to submit ideas for program topics or to suggest specific speakers. Contact Lynne Baldacci, IRT Speakers Committee with your suggestions.
Date | Speaker | Topic |
Jan | No scheduled meeting | —- |
Feb | Chad Wouters, CPA | New tax laws & investment implications |
Mar | Richard Leib, (CIMA) Regional Director, Fidelity Institutional | Behavioral Finance: Why Investors Make the Decisions They Do |
Apr | Dr. Mouhcine Guettabi, Regional Economist & UNCW faculty member | What’s going on with the Wilmington Economy? |
May | Steve Vafier, Principal, NextEquity Partners | eCommerce 2.0 investment opportunities |
June | Ethan Seid, Alternative Specialist, First Eagle Funds | Alternative Investments and Strategies |
July | No scheduled meeting | —- |
Aug | No scheduled meeting | —- |
Sep | No scheduled meeting | —- |
Oct | Brian Essig & Jim Bergeron, Nuveen Funds | Planning Amid Tax & Market Uncertainties |
Nov | Billy Mills, The Capital Group|American Funds | TBD |
Dec | Charlie Banks, Venture South | Early Stage Investing in the South East |