2012 CPGR Technical Series

2012 Investment Outlook

Kevin G. Yoshida CFA, Managing Director, Watershed Investment Consultants, Inc.

Tuesday, February 28, 2012
11:30 a.m. - 1:00 p.m.
American National Bank – Cherry Creek
3033 East 1st Ave, Denver 80206
Register Here 

 

Program Description

At the CPGR Technical Series one year ago, Kevin Yoshida made a presentation discussing the significant challenges facing the global economy. Kevin will provide an update his economic and capital markets outlook and discuss his investment framework for the upcoming year.

Presented by:

 Kevin G. Yoshida, CFA
Kevin is a founder and Managing Director of Watershed. Kevin’s role as client consultant is to research, analyze and develop strategic recommendations for foundation and endowment clients. Kevin also leads the firm’s economic and capital markets research. Prior to founding Watershed, Kevin was with Mercer Investment Consulting, last serving as a client consultant and a National Investment Manager Field Research Consultant. He also served on the National Manager Search Task Force, which created the structure for the firm's manager search activity. Kevin has held the Chartered Financial Analyst designation since 1995 and is a graduate of Colorado State University with a BS in Finance. Kevin is a member of the CFA Institute and the CFA Society of Colorado.

Schedule
11:30 Arrive and mingle
11:45 Welcome and introductions
11:50 Presentation
1:00 Adjourn

Technical Series sessions are free to members. There is a $25 fee to non-members. 
Register Here 

Limited parking is available adjacent to the bank building (enter from Milwaukee Street).
Parking will be validated. Street parking is metered.

 

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