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• Monthly Event: Social Networking at Topgolf

  • When
    14 Nov 2018
  •  
    3:00 PM - 5:00 PM
  • Location
    Topgolf Scottsdale - 9500 E. Talking Stick Way, Scottsdale, AZ 85256
  • Spaces left
    27

  Register

  
  

  WP&BC Social Networking Event 

  at Topgolf (Scottsdale)

  
  

  Please join us for our first networking event of the Phoenix Chapter.  Take a few moments out of your day to develop relationships among others in the industry.  You will have access to the best and the brightest benefits professionals in Phoenix!  Professionals include plan sponsors, attorneys, actuaries, CPAs, third-party administrators and investment professionals who are involved with every aspect of retirement, deferred compensation and health plans.  Also, don't forget to meet your WP&BC Phoenix Chapter Board while playing golf and eating hors d'oeuvres.  We look forward to seeing you on November 14, 2018 from 3:00pm to 5:00pm. 

   
  

  
  

  
  

  Location
  

  Topgolf

  9500 E. Talking Stick Way

  Scottsdale, AZ 85256

  
  

  Event Time
  

  3:00pm to 5:00pm

  
  

  
  

  
  

        

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

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

  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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