Opportunities for sharing knowledge and supporting our community

We host and participate in events throughout the year and urge our clients and their friends to join us. Some events are educational or social in nature, while others are charitable. Check back regularly for updates. Also, feel free to leave your feedback about any event you attend or wish to see in the future. We welcome the opportunity to make a difference in your life and our community.

Client Events

Conference Call with Peter Smith
Client Portfolio Manager, Vice President
Federated
July 19th, 2018
Contact Holly Marks for log in information, holly.marks@raymondjames.com

Our Past Events

Conference Call with Nicholas L. Lacy, CFA
Chief Portfolio Strategist, Asset Management Services
Raymond James
June 21st, 2018
Click here to listen***

Conference Call with James Edge
HPOne
A Medicare Discussion
May 17th, 2018
Click here to listen**

USAC Benevolent Foundation Women's Charity Golf Tournament
Eagle Creek Golf Course
May 22, 2018


Raymond James
Stutz Artists Open House
Stutz Business Center
Friday, April 27, 2018
Saturday, April 28, 2018

Conference Call with Thomas S. Forsha, CFA
Co-Chief Investment Officer & Portfolio Manager
River Road Asset Management
April 19th, 2018
Click here to listen*

Conference Call with Jon Erickson, CFA
Senior Vice President, Research
First Trust
March 15th, 2018
Click here to listen*

Conference Call with David H. Jauregui, CFA
Senior Vice President, Client Portfolio Manager
Lazard Asset Management
February 15th, 2018

Conference Call with Doug Sandler, CFA
Global Strategist with RiverFront Investment Group
January 18th, 2018
Click here to listen

* Views expressed are not necessarily those of Raymond James & Associates and are subject to change without notice. Information contained herein was received from sources believed to be reliable, but accuracy is not guaranteed. First Trust is not affiliated with Raymond James & Associates, Inc. Information provided is general in nature, and is not a complete statement of all information necessary for making an investment decision. Past performance is not indicative of future results. There is no assurance these trends will continue or that forecasts mentioned will occur. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success. International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices rise. The S&P 500 is an unmanaged index of 500 widely held stocks. The S&P Small Cap 600 Index is an unmanaged index of 600 small-cap stocks. The MSCI World Index is designed to measure the equity market performance of developed markets. It is not possible to invest directly in and index. Price Earnings Ratio (P/E) is the price of the stock divided by its earnings per share. Price-to-book is a relative measure based on most recent price/accounting (book) value (quarterly, semi-annual or annual data). Both price-to-earnings and price-to-book are accounting-based relative value measures.

**Views expressed are not necessarily those of Raymond James & Associates and are subject to change without notice. Information contained herein was received from sources believed to be reliable, but accuracy is not guaranteed. James Edge and HP One are not affiliated with Raymond James & Associates, Inc.

*** Views expressed are not necessarily those of Raymond James & Associates and are subject to change without notice. Information contained herein was received from sources believed to be reliable, but accuracy is not guaranteed. Information provided is general in nature, and is not a complete statement of all information necessary for making an investment decision. Past performance is not indicative of future results. There is no assurance these trends will continue or that forecasts mentioned will occur. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success. International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices rise.

Alpha compares a fund's actual returns with those that would be expected by its beta. A positive alpha means that for the given amount of volatility, the fund returned more than expected when compared to the benchmark index. Alpha and beta measures are historical. Beta compares volatility of a security with an index, such as the S&P 500. A beta of one means the security has volatility equal to that of an index. The S&P 500 is an unmanaged index of 500 widely held stocks.



Event Feedback

We welcome your feedback on past events, and your input for future events. Is there a particular investment-related topic you would like to see featured at one of our events? We’re always open to new ideas to help us better serve you.

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