5/9/2023 - Market Intelligence -- Paid Annual Fee

May 9, 2023  (Tuesday) at the Pacific Club's Card Room

Lunch at 11:30 am
Program at Noon

Online Registration begins on April 20, 2023

Topic:    Market Intelligence    (Accepted for -1- CFP® CE credit)

This program will analyze and evaluate the market to develop a 12 to 18 month outlook on a range on US stocks, international equity & fixed income. The result is Market Intelligence.  The most important market & economic themes with the latest charts & data will be presented.

 Speaker:   Emory (Sandy) W. Sanders, Jr., CFA -- Senior Portfolio Manager, Core Value Equity, Manulife Investment Management

       

Sandy is a co-leader of the core value equity team, which manages the U.S. Large Cap Core, U.S. All Cap Core, U.S. LargeCap Value, and Global Focus Strategies. He’s also the lead portfolio manager of the U.S. Large Cap Core and U.S. All Cap Core Strategies, as well as the co-portfolio manager of the Global Focus, U.S. Large Cap Value, and Strategic Balanced Yield Strategies.

Prior to joining the firm, Sandy was a portfolio manager and senior equity analyst with the large-cap equity research team at Wells Capital Management; he began his career with Evergreen Investments. Sandy holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.
Education: B.S., University of Vermont.  He joined the company in 2010.

Our Partner:      Christopher M. Bertorelli, CFP®, CIMA®, CRPC®
Senior Vice President -- John Hancock Investment Management
Christopher Bertorelli is a Senior Vice President at John Hancock Investment Management. Chris brings over 29 years of
experience to his current position as a Business Consultant and he has been with John Hancock for fifteen years. Prior to
joining John Hancock, Chris held a variety of positions at MFS Fund Distributors. He was a Regional Vice President for
over 10 years, an Internal Wholesaler for nearly two years and a Service Representative for one year.
Chris received a B.S. in Mathematics from Salem State College in Massachusetts. He holds the CFP® (Certified Financial
Planner, CIMA® (Certified Investment Management Analyst) and CRPC® (Chartered Retirement Planning Counselor)
professional designations.