Events
Financial Forum
Wednesday, May 1, 2024
Please join us for our Financial Forum on Wednesday, May 1, 2024 at Glen Oaks Country Club. For your convenience, we are hosting a noon luncheon and a 6:30PM dinner.
Our guest speaker is Yuriy Minchuk, CFA an Investment Strategist at Lord Abbett.
Agenda
Welcoming Remarks
Max Eppley
Senior Regional Consultant
MFS Investment Management
Shawn Schaefer
Senior Advisor Consultant
Franklin Templeton
Featured Guest Speaker
Yuriy Minchuk, CFA
Investment Strategist
Lord Abbett
This event has been funded in part by Lord Abbett, Franklin Templeton, and MFS Investment Management.
Max Eppley, Shawn Schaefer and Yuriy Minchuk are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.
Meet Our Speaker
Yuri Minchuk, CFA
Investment Strategist
Lord Abbett
Responsibilities at Lord Abbett
Yuriy Minchuk is responsible for providing timely market analysis to the financial community. In this role, he conducts a range of services, including portfolio reviews, investment strategy updates, and articulation of the firm’s market outlook to financial advisors, high-net-worth individuals, and institutional clients.
Mr. Minchuk joined Lord Abbett in 2017. Prior to his current role, he served as a Product Consultant responsible for sharing product and market insights in the form of portfolio commentaries, asset class updates, competitive analysis and ad hoc responses to client requests. His previous experience includes serving in various roles at Citigroup including Asset Finance Group Credit Associate, Capital Markets Origination Middle Office Analyst, Alternative Investments Analyst, and IT Risk Analyst. He has worked in the financial services industry since 2012.
He earned a BA in finance and investments from the Zicklin School of Business at Baruch College, CUNY. He also is a holder of the Chartered Financial Analyst® (CFA) designation.
This workshop is purely educational. No products or services will be offered for sale and there is no obligation.
