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Walnut Creek Magazine

Finance 101: Investing in a Late-Stage Bull Market

The current Bull Market, which was born in March of 2009, has now had the longest run in American history. Portfolio Managers Mike Harris and Meredith Rosen will discuss where they see this current market as well as what investment and asset allocation considerations are out there for this late-stage Bull Market and eventual end of the Bull Market.

Finance 101 is a free program produced by the Walnut Creek Library Foundation.Space is limited. Attendees must register to reserve a seat at www.wclibrary.org/finance101 or by phone at 925.935.5395.

Mike Harris oversees the Research & Trading department at Bedell Frazier, which he joined in 2006. He became a partner in 2013. Mike holds the Chartered Market Technician designation (CMT) and an M.B.A. with an emphasis in finance from St. Mary’s College of California, where he also received his undergraduate B.S. degree in Business Administration

Meredith Rosen has over 10 years of experience in the investment management industry. She joined Bedell Frazier in 2004 and became a partner of the firm in 2013 She is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing. She received her MBA from the University of San Francisco in 2009.

Date & Time

October 25, 2018

7:00PM - 8:00PM

Add to Calendar 10/25/201807:00 PM 10/25/201808:00 PM America/Los_Angeles Finance 101: Investing in a Late-Stage Bull Market The current Bull Market, which was born in March of 2009, has now had the longest run in American history. Portfolio Managers Mike Harris and Meredith Rosen... More info at www.walnutcreekmagazine.com/events/149611/finance-101-investing-in-a-late-stage-bull-market Walnut Creek Downtown Library 1644 N. Broadway , Walnut Creek, CA 94596 axEakIwmdzNKaowyWmiv58927

More Info

Event Website

925.935.5395

Free

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