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.

DateSpeakerTopic
JanNo scheduled meeting  —-
Feb Chad Wouters, CPANew tax laws & investment implications
Mar Richard Leib, (CIMA) Regional Director, Fidelity InstitutionalBehavioral Finance: Why Investors Make the Decisions They Do
Apr Dr. Mouhcine Guettabi, Regional Economist & UNCW faculty memberWhat’s going on with the Wilmington Economy?
May Steve Vafier, Principal, NextEquity PartnerseCommerce 2.0 investment opportunities
June Ethan Seid, Alternative Specialist, First Eagle Funds Alternative Investments and Strategies
JulyNo scheduled meeting  —-
AugNo scheduled meeting  —-
Sep No scheduled meeting  —-
Oct Brian Essig & Jim Bergeron, Nuveen FundsPlanning Amid Tax & Market Uncertainties 
Nov Billy Mills, The Capital Group|American FundsTBD
Dec Charlie Banks, Venture SouthEarly Stage Investing in the South East

Search
Search News, Events, and Pages

2022 Officers

Lang Craighill – President
Charles Buckland – Treasurer
James Thornton – Secretary
Lynne Baldacci – Speakers
Danielle Annechiarico– Immediate Past President

2022 Governors

Shannon Chiarello

Contact Us

Investors Roundtable of Wilmington
PO Box 341
Wrightsville Beach, NC 28480
Roundtable477@gmail.com