How to Invest in a Challenging Market
Thursday, May 9, 2002
11:00 - 1:00
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Even in this economic downturn, people continue to buy goods -- especially if they are on sale. So, why have market investments dried up? Do people think there’s still more to lose before we hit bottom? Are we really on the cusp of an upswing? Is there any historical precedence for what’s happening now? Are there answers in history?
Bottom line: What’s the smart money doing?
Get all the answers to your investment questions at the next Silicon Valley Chapter meeting of WITI scheduled for May 9, 2002 and hosted by Morgan Stanley Dean Witter. Hear what advice Christine Gehring, Phoenix Investment Partners’ Senior Vice President and Investment Consultant, has to give.
Not only will you come away with a new perspective about today’s market, you’ll also receive sample strategies you can use today. What if you don't have a portfolio -- or worse yet are too afraid to even look at the statements to see the current condition of your portfolio?
Not to worry, WITI’s gift to you for attending this informative session is a free review, by one of Morgan Stanley's financial advisors of either your current portfolio or your current financial position. Advisors will be available at the event to schedule your assessment, so bring your calendars!
Space is limited to 35 pre-registered attendees so sign up now.
Featured Speaker(s)
Christine Marquez Gehring
Christine represents Phoenix Investment Partners' retail product line of mutual funds and individually managed accounts to select wirehouse firms, including Merrill Lynch and Morgan Stanley, in northern California and northern Nevada. In addition, she offers Phoenix's exclusive Investing Essentials series of educational tools and resources to help advisors help their clients succeed.
Christine has worked in the investment industry for 10 years. Before joining Phoenix Investment Partners, she had served as vice president of managed account and mutual fund sales for the northwest for Nicholas Applegate Capital Management. Previously, Christine served as first vice president, regional sales manager with Insight Capital Research and Management. She holds a B.A. degree from the University of Southern California.
Schedule of Events
11:00 Networking
11:30 Lunch and Speaker
12:15 Q&A
12:45 Morgan Stanley Dean Witter
1:00 Meeting Close
Location & Details
Morgan Stanley Dean Witter
20400 Stevens Creek Boulevard #350
Cupertino, California 95014-2298
Take I-280 to N. DeAnza Boulevard. If heading south/east on I-280, turn right off the exit ramp; if heading north/west on I-280, turn left off the exit ramp. Bear left onto S. DeAnza Boulevard. Morgan Stanley Dean Witter is located at the intersection of Stevens Creek Boulevard and DeAnza.
- $20.00 for WITI Members
- $45.00 for Non-members
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