Tampa Bay Chapter Event

Business Owners and Investors—Get Ready for 2020!

Tuesday, February 11, 2020

8-10 a.m.

Palma Ceia Golf & Country Club
1601 S. MacDill Ave.
Tampa, FL 33629

Register Now

Cost: $40 Members & $60 Non-Members

Meet your speaker

Jeffrey Mortimer, Director of Investment Strategy - BNY Mellon Wealth Management

Back by popular demand, Jeffrey Mortimer returns to share his 2020 market update for business owners and investors. He’ll address the following top concerns:

  • Is the economy nearing a recession?
  • What does a low interest rate environment mean for me personally, and for my business?
  • What impact does Trade and Tariff have on the economy and businesses?
  • Do stocks have a place in my portfolio at these levels?

For over 30 years, Mortimer has been a national speaker on issues of investment strategy, financial markets, and the economy. Armed with this expertise, he draws parallels between the public and private markets, and shares key insights for business owners based upon where we are in the economic cycle and M&A. He has been featured in numerous media outlets, including Barron's, Fortune, Bloomberg, and CNBC.

Advisory Board
Silvana Capaldi, Founding Chair, Ispirare Group
Christopher Swink, CEPA®, Advisory Board Chair, BNY Mellon Wealth Management
Jason Baker, Tampa Bay Business & Wealth Magazine
Willard Blair, Shumaker, Loop, & Kendrick LLP
Shannon Brown, Foley & Lardner LPP
Mike Ertel, Transworld Business Advisors
Jami Gold, LCG Advisors
Paul Hays, CPA, Clifton Larson Allen
Jennifer Murphy, Seacoast Bank

Timothy Norstrem, Norstrem Associates

Scott Young, Highpoint CFO

 Tampa Bay Chapter Sponsors






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