Monthly Luncheon: Understanding Indexing presented by Brian J. Scott of Vanguard

  • 13 Dec 2018
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)

Registration

  • Please select this complimentary registration if this is your first ever luncheon with the WP&BC Phoenix Chapter.

Register

Understanding Indexing

Coming Soon...


Event Details

When:

Thursday, December 13, 2018

11:30am to 1:00pm

 

Where:

Phoenix Country Club

2901 N. 7th Street

Phoenix, AZ 85014

 

(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to Matt Bradford at mjb15@ntrs.com


About Brian J. Scott, CFA

Brian is a senior investment analyst in Vanguard Investment Strategy Group.  He is a member of the group responsible for capital markets research, the asset allocations used in Vanguard's fund-of-fund solutions, such as Target Retirement Funds, as well as maintaining and enhancing the investment methodology used for advice-based relationships with high-net-worth and institutional clients.  Previously, Mr. Scott served as a senior investment analyst in Vanguard Portfolio Review Department, where he was responsible for engaging with the institutional and advisory clients of Vanguard funds and contributed to the oversight of the managers of the funds.  Mr. Scott has more than 16 years of experience in the investment management industry and holds the Chartered Financial Analyst certification.  Mr. Scott earned a bachelor's degree from Boston College and an M.B.A. from The Pennsylvania State University.  


The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events

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