Out and About

/Out and About

Out and About . . .

August 2018

With Fred Reish

By | August 10th, 2018|Categories: Paramount Private Wealth Out and About|

Seminar with Fred Reish, ESQ with Drinker Biddle & Reath LLP in Los Angeles. Spent the afternoon with Fred, who specializes in the legal aspects of conflicts of interest and standards of care. Both very [...]

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July 2018

A day with Paul Ma

By | July 26th, 2018|Categories: Paramount Private Wealth Out and About|Tags: , , , , |

Pete with Paul Ma, CFA Lead Portfolio Strategist, Portfolio Construction Guidance 1-737292

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Meetings

By | July 15th, 2018|Categories: Paramount Private Wealth Out and About|Tags: , , , , , , , |

Settling back in my office after traveling and working remotely in Europe!  It’s been nonstop with meetings and calls.

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June 2018

Pete with BlackRock’s Portfolio Manager Daniel Daniel

By | June 28th, 2018|Categories: Paramount Private Wealth Out and About|Tags: , , , , , , , , |

I had the opportunity to spend some time with BlackRock’s Daniel Daniel, CFA, CMT Director, Senior Investor on BlackRock’s Global Allocation Fund. We explored technology and the developing landscape in global technology. From self driving [...]

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A day with Brian Resnick, CFA with AB

By | June 13th, 2018|Categories: Paramount Private Wealth Out and About|

Meeting with Brian Resnick, CFA VP Senior Portfolio Manger, Alternative and Multi-Asset Strategies at AB, where we explored the current bond markets and impacts to portfolios and how to navigate our current interest rate environment.

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April 2017

KU Basketball Banquet and Awards Ceremony

By | April 29th, 2017|Categories: Paramount Private Wealth Out and About|Tags: , , , , |

KU Basketball Banquet and Awards Ceremony for the players Chanel Fortier #moneymanager #financialadvisor #kubasketball #kujayhawks #baller #rcjh    

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