-
GLMV 2014 Economic Outlook Membership Luncheon
Date and Time
Tuesday Apr 15, 2014
11:30 AM - 1:30 PM CDT4/15
11:30 - 1 pmLocation
The new Dave & Busters
Westfield Hawthorn Mall (2nd level)
Vernon HillsFees/Admission
$25 advance members / $30 non members & at door
(includes buffet luncheon, tax, gratuities, networking, presentation)Description
Topic: Economic Outlook 2014
Speaker: Rich Rokus, CFA
Senior Portfolio Manager (Wintrust Wealth)
Rich will be providing remarks to Chamber members regarding the Current State of the US Economy.
Richard Rokus is a Senior Portfolio Manager at Great Lakes Advisors. He has over 20 years of experience as an investment professional dedicated to fixed income portfolio management. As a portfolio manager for the firm, Rich is responsible for the management of all taxable short-duration fixed income portfolios. Rich has managed numerous fixed income strategies. During his 17 years at M&I Investment Management Corp., Rich was responsible for managing over $18 billion in taxable mutual funds, limited partnerships, and separate accounts. As a member of the Fixed Income Policy Committee, Rich had oversight responsibility for all fixed income products managed by the firm. He also managed the securities lending trading desk. As a Portfolio Manager of the Marshall Prime Money Market Fund, he received the IBC Money Fund Report award for the highest yielding taxable money market fund in 1998, as well as the Crane Data and IMoney.net awards for the highest yielding AAA-rated taxable institutional money market fund in 2009.
Rich received a BBA in Finance from the University of Wisconsin at Whitewater. He is a Chartered Financial Analyst (CFA) and a member of the CFA Society of Milwaukee.
Moderator: Hal Coxon, Consumers Credit Union
Benissimo Buffet
Caesar Salad
Antipasto alla caprese salad with fresh mozzarella, tomatoes and roasted peppers Rosemary roasted chicken breast Classic vegetable lasagna Garden vegetable medley Fresh baked rolls with butter
Images
Gallery Image
Gallery Image
Gallery Image
Tell a Friend