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For FPA Members
 
 

Our Mission Statement:

The mission of the FPA of Middle Tennessee is to advance the practice and profession of financial planning in Middle Tennessee by providing quality education and leadership to our members, to the financial planning community and to the public it serves.  

 

 

 

Chapter Highlights

 

    About FPA of Middle Tennessee Learn how you can become involved...

    Contact Us Find out how FPA of Middle Tennessee can help...

    Join us at our next chapter meeting We discuss many topics to help your

   business... 


 

Upcoming Chapter meeting - August 20, 2014
Lipscomb University
Ezell Center, Room Ezell 301
3:30 - 5:30 p.m.

Floating Rate and the Fixed Income Environment Today

Speaker:
Kevin J. Perry, Vice President, Loomis Sayles & Company, Portfolio Mgr, Loomis Sayles Fixed Income Group

Please join us on Wednesday August 20th, for an in depth discussion of bank loan and senior floating rate investments and the fixed income environment today.  Investment strategies affected by corporate profitability and balance sheets, credit cycles and availability, economic head and tailwinds, and the current state of housing and consumer markets will also be explored. 

Kevin J. Perry, is a vice president of Loomis, Sayles & Company and portfolio manager for the Loomis Sayles fixed income group.  Kevin co-manages all of Loomis Sayles' bank loan products, including institutional strategies and the Loomis Sayles Senior Floating Rate and Fixed Income Fund.

Kevin joined Loomis Sayles as a portfolio manager in 2001.  Previously, Kevin was the head of fixed income at Jurika & Voyles, and a senior portfolio manager for Back Bay Advisors.  He was also chief investment officer of the Pilgram Group, and chief executive officer of Sextant Investments.  Kevin began his investment industry career as a senior vice president and high yield portfolio manager for Baring Investment Management.  Kevin earned a BSBA from Lowell Technological Institute and an MBA from Boston University.  He is also a member of the Boston Security Analysts Society. 

Program Objectives:

  • How credit cycles drive corporate cycle outlook
  • Predictions for the economic cycle going forward
  • Economic headwinds and tailwinds
  • Current states of housing and consumer markets
  • Corporate profitability and balance sheets
  • Credit availability (default rates and credit stability)
  • Current status on bank loan investments and senior floating rate and fixed income funds 

 Meeting Sponsored by:  Compass Emp Funds  Todd Meucci

For more information: fpamidtn@gmail.com

 


2014 Chapter Meetings


January 15 - Market and Economics Update - 2013 Year in Review and the Market Environment Going Forward

Matthew W. Wright, CFA, Founder, President, Disciplina Group, LLC

Coleigh B. McKay, CFA, Managing Director, Disciplina Group, LLC

February 19

Cyber Crime, Special Agent Dean Kinsman, FBI


March 19
Dollars of Divorce: A Financial Service Frontier
Rosemary Frank, MBA,CDFA,CFE



May 13

Ethics for Everyone, Dan Candura, CFP, Candura Group, LLC

June 18
IRA Beneficiary Designations

Allison Thompson, Attorney-At-Law, Thompson Law Office, PLLC

 July 16
Fiduciary Liability and Case Law Update
Paul Gontarek, Attorney-At-Law, Howard, Mobley, Hayes, & Gontarek


August 20

Floating Rate and the Fixed Income Environment Today

Kevin J. Perry, VP and Portfolio Manager, Loomis Sayles & Co.

September 17
Special Needs Trust
Michelle Diamond, Cumberland Trust



October 21 - Symposium Belmont University



November 19
Long Term Care Update
Stacia Vetter, Ass't Vice President, National Health Care Corp.

 

 

Upcoming Events and
Conferences

 

 

FPA of Middle TN Symposium 2014
October 21, 2014, Belmont University

 

Register Soon for Early Bird Pricing!

 

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Diamond Sponsor:



Compass EMP
Mike Organ
P: (615) 620-6149

 

Platinum Sponsors:

 



Pacific Life
Mike Bussard
615-812-5802 

 



American Century Investments
Dan Shepard
P: (800) 219-7315

 

MT - Blackrock logo (JPEG) 

529/iShares
Chris Stack
203-656-6627