December 1 Estate Planning Council Meeting 

Our speaker is
Stephen Parker
Managing Director and U.S. Head of Multi-Asset Strategies
for the Global Access Portfolios at J.P. Morgan Private Bank

Topic
2015 Market Update and 2016 Outlook

     Stephen is a Managing Director and U.S. Head of Multi-Asset Strategies for the Global Access Portfolios at J.P. Morgan Private Bank in New York. He oversees Diversified Private Placement, Mutual Fund and Insurance strategies and serves as a Portfolio Manager for the firm's Global Access Portfolios. The Global Access Portfolios, which offer a comprehensive investment solution combining traditional asset classes with alternative and structured investments, are actively managed and seek to optimize risk-adjusted returns through top-down portfolio construction and bottom-up vehicle selection.
     Stephen is a member of the J.P. Morgan Private Bank Global Investment Forum. Previously, Stephen worked in Investment Strategy supporting the Chief Investment Officer of J.P. Morgan Private Bank, with a focus on equity strategy.
     Stephen holds a Bachelor of Science degree in Commerce from the University of Virginia, with a concentration in Finance.

GUESTS and EMERITUS

     The guest fee is $90. Guests must be registered in advance by a member. Guests who are in good standing at another region's Estate Planning Council must register, but are not required to be sponsored by a member. Emeritus members must be registered and the Emeritus fee is $85 unless already paid for the year. Checks should be made payable to the Estate Planning Council of Richmond and are due either at the door, or before the meeting.
     Should your plans or guests change, contact the Council Secretary, Eric Hieber, no later than 5:00 PM of Wednesday, November 25.    

Eric Hieber