Investor Summit

Thursday, September 12, 2019- Mark Arts

Event Recap

It was a packed house at our second annual Investor Summit.  The morning event covered a wide variety of issues impacting today’s investor.

Following a 6 Meridian company update by CEO, Margaret Dechant, attendees were informed of the current state of the municipal bond market and how upcoming elections could impact treasuries.  We then switched gears from the analytical to the emotional with an insightful presentation on understanding the psychology behind discussing wealth with a spouse.

After a short break we reconvened for a panel discussion with top leaders in our business community on their thoughts on the impact of innovation.  Including how hiring practices have changed, the incredible pace of new job types and how they have to quickly adapt to disruptive technologies.  “Innovation is the key to our past, present and future.” stated by Textron Aviation CEO, Ron Draper, which concisely sums up this meaningful discussion.

6 Meridian CFO, Andrew Mies, started his presentation with quite a humorous video of how the investment management group chooses their equity positions before delving into the actual research and testing the group uses to create our current strategies.  Watch his presentation recorded live here.

The morning wrapped up with a special report on the future of transportation and the mega-trends that are currently being researched as possible investments such as AI, robotics and self-driving cars.

Thank you to all our guests who attended and who continue to support our educational events.

Sponsored by Eaton Vance/Blackrock

Photo credit:  Ashley Schurch- Additional photos available here.  (Download PIN 1004)

Agenda and Presentation copies

7:30- Breakfast and Registration

8:15- Welcome by 6 Meridian- Presentation Here

8:30- Municipal Bond Update presented by Craig Brandon, Co-Director of Municipal Investments of Eaton Vance- Presentation Here

8:50- “How to Start the Money Conversation with Family” presented by Dr. Sonya Lutter, CFP, Professor at the Institute of Personal Financial Planning at Kansas State University- Presentation Here

9:30- Break

9:45- Panel discussion- “The Impact of Innovation”

Moderated by:

Jeff Turner, Former CEO of Spirit AeroSystems- “Innovation is a refinement that will bring value to the organization overall.”

Panel:

Steve Feilmeier, CFO of Koch Industries- “40% of jobs today didn’t exist 7 years ago due to innovation.”

Dr. Sheree Utash, President of WSU Tech- “Innovation has to drive sustainable change.”

Ron Draper, President and CEO of Textron Aviation- “The key to our past, present and future is innovation.”

10:45- “Evidence Based Investing” presented by Andrew Mies, CIO of 6 Meridian- Presentation Here or Watch Online

11:15- “The Future of Transportation” presented by Jeff Spiegel, Head of iShares Megatrend ETFs, BlackRock Investments- Presentation Here

Noon- Closing Remarks

 

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