Creating A Diversified Portfolio
Wednesday 11, November - 3.30pm-4.30pm
Join the American Club of Brussels for a conversation with Finimize on how investors can hold fine wine as an investment and still maintain a diverse portfolio.
With volatility picking up in the markets, and election season in the US at full swing now has never been a better time to look at your investments. Join our discussion as we delve into the vinification of a portfolio.
Topics we'll cover:
- Finding value in the stock market
- Social responsibility
- Optimising for the long-term
The key points will revolve around how a potential investor would go about purchasing wine and how that can translate into their investments.
Who you'll hear from:
Born and raised in the United States, I have lived in Europe for the past 30 years. I studied in Germany, Switzerland and Austria, then later worked as a journalist for Dow Jones Newswires, The International Herald Tribune and The Wall Street Journal in New York City, Frankfurt am Main and Brussels for 15 years before making the switch to public relations, European public affairs and more recently, wine.
Brian is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for predominantly American Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm.
Your Finimize Community Hosts:
- Kamaljit is the Financial Analyst at Dunhill Financial and is responsible for researching macroeconomic and micro-economic conditions along with company fundamentals to make business, sector and industry recommendations. Past positions include Analyst, FX, precious metals & Cryptocurrency trader at major established firms in London.
Finimize:
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Event details
Date: Wednesday 11 November 2020
Time: 3.30p.m-4.30pm CEST
Place: Online
Price: Free for ACB/AWCB/CCB members.
Reservations are due by November 6. Cancellations are possible until noon November 6. Participants canceling after this time, as well as no-shows, are charged the full cost of the event.
PLEASE REGISTER HERE
