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The Philadelphia Council for Business Economics
A Chapter of NABE
is pleased to present
Michael A. Paciotti,
Integrated Capital Management
James V. Kelly,
Kelly Capital Management
Presentation: "Exchange Traded Funds (ETF) Panel Discussion"
James V. Kelly, CFA has nearly 40 years of experience in the financial services industry, and is a recognized pioneer in ETF-based portfolio management. Jim has prior experience with the largest US insurance company, one of America’s top banks, a private investment consulting firm, and a private finance company. He holds a BA from the University of Virginia, and an MBA in finance and investments from the Stern School of Business at New York University. Jim is also a CFA Charterholder, and a retired United States Marine.
Michael A. Paciotti, CFA, is responsible for the oversight and management of iCM’s investment strategies and chairs its’ investment committee. Prior to co-founding iCM, Mike was responsible for overseeing the proprietary investment programs for Guardian Life Insurance Company’s $3 billion investment advisory business. Mike received a Bachelors in Finance and M.B.A. from the University of Scranton. He is a CFA charter holder and a member of the CFA Institute as well as the CFA Society of Philadelphia.
Date: Wednesday, November 7, 2012
Time: 11:45 am for Federal Reserve Security clearance
12:00 pm - Lunch begins
1:00 pm - Presentation begins
Place: Federal Reserve Bank of Philadelphia
Directions
Ten Independence Mall (Seventh & Arch Streets),
Philadelphia, PA
Cost: PCBE Members - $20.00
GIC/CFAPhila/Bond Club Members - $25.00
Nonmembers - $30.00
Student - $15.00 (with Valid College ID)
Teleconference Option available for those that can't be present
Please Note: Reservations are required and must be made or canceled no later than 12:00 p.m. on the day before the meeting. "No-shows" will be billed.
Online Event Registration
All other questions contact.
Byron Wilson, President
Ralph Giraud, Secretary
Michael Weiss, Treasurer
InfoPCBE@pcbe.org