2024 Equity Market Outlook
Plan to join us on Wednesday, January 24th at the Savannah Golf Club for a Equity Market Outlook with Stephen Daniels, CFA from Regions Investment Management.
Speakers
Stephen Daniels
Mr. Daniels joined the firm in April of 2006. He is head of the Growth, Equity Income and ESG Strategies. Prior to his role as a Portfolio Manager, he worked in an Equity Research capacity. As an analyst, he was responsible for analyzing the Information Technology sector for the Equity Team. As a member of the Equity Analyst Team, Mr. Daniels participated in the management of the Total Return Opportunity Portfolio and the Equity Income Portfolio, as well as various institutional strategies. Mr. Daniels is also a member of the RIM Investment Strategy Group. His industry experience began in 2003. Prior to joining the firm, Mr. Daniels worked as a financial advisor on the retail side of the investment management business. Mr. Daniels graduated from the University of Alabama with a B.S. in Business Administration. Mr. Daniels is a CFA® charterholder and a board member for the CFA Society of Alabama.
MORE INFORMATION
Regular meetings begin with networking and coffee at 7am, followed by breakfast and a presentation by the meeting sponsor. Meetings typically wrap up by 8:45am.
Accounting and Finance professionals are welcome and encouraged to attend. The CFO Council is a great way to network with fellow finance professionals while enjoying a wonderful breakfast at the Savannah Golf Club.
If you are new to the CFO Council or have not attended a meeting in the last 18 months, we encourage you to attend our next meeting free of charge.
- Individual meetings are $35 for regular attendees - Payments can be made here
- Annual membership dues are $200 and cover the cost of all meetings - Annual Dues can be paid here
Attendance Guidelines
- Senior Financial Executives (SFE's): SFE’s are company management personnel who are responsible, directly or indirectly, for the financial management and financial well being of an organization. SFE’s may include but are not limited to: CFO’s, Controllers, Vice President-Finance, Treasurer, President, CEO, Business Owners. etc.
- Resource Company Representatives (RC): Up to 1 per company per meeting. Resource companies are defined as companies that provide services and expertise that may be of value to SFE’s. Representatives of resource companies are people who are not involved in the financial management or decision making of the Company. Resource companies may include but are not limited to banks, insurance providers, lawyers, investment advisers, public accountants, colleges, staffing/recruiting, payroll providers, consultants, bookkeepers, etc.
Thank you for your attention and response and we look forward to seeing you on Wednesday the 25th!
Mike Lynch
CFO Council of Savannah
cfocouncilsavannah@gmail.com
(912) 800-3964