Active vs. Passive Investing: Mutually Exclusive or the Perfect Combination?

Date: Thursday, May 18, 2017
Time: 7:15am - 9:30am
Location: Season 52 at Coumbia Mall,10300 Little Patuxent Parkway, Columbia, Maryland
Speaker: Kevin Flanagan, Wisdom Tree Investment Strategy Group and Allan House, Brown Advisory

Join the Howard County Estate Planning Council to learn from two of investment industry’s top experts on passive and active management. This presentation will include data supporting the fundamentals of each approach, thoughts on potential tax planning for each strategy and how these fit in personal, retirement portfolios, company retirement plans and trusts.

Mr. Flanagan contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was most recently a Managing Director. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities.

Mr. House is a portfolio manager at Brown Advisory, focused on serving endowment and foundation clients. Allan brings 20 years of investment experience to these important client relationships and has a clear understanding of the unique challenges faced by this segment of the market. Prior to joining Brown Advisory, he spent over six years with Nuveen Investments as a portfolio manager and global research analyst covering the technology sector.

Chairman Michael Davis will provide a quick review of the 2017 Maryland Legislative Session as the Community Minute.

Space is limited so sign up today!

Schedule of Events
7:15 a.m. Coffee & Networking
7:30 a.m. Breakfast
8:00 a.m. Presentation



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