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Managing Risk in the age of FinTech: Why Humans + Technology > Technology

0715 Doors open & breakfast served
0745 Announcements
0800 Program begins

Speakers: Jon Robinson & Tommy Mayes

2 hrs NC CIE, CFP, NC CPE;  No CLE

Abstract: We will discuss the impact of technology generally on the investment arena. Our comments will include research and data on a variety of investment topics including a state of the investment industry as it relates to investment advisors and financial planners.  Under the headings of risk management and practice management, we will discuss various styles of investing for both preservation and accumulation of capital, and plan to emphasize the research around the impact of volatility on distributive portfolios.  We will provide historical references to investing cycles, market history and other research to back up the observations. We will also discuss how life insurance companies are using these technologies to manage risk in their portfolios and how these strategies impact clients.

Speaker Bios: Jon Robinson is a founding partner of Blueprint. His background includes extensive experience in creating and researching systematic investment strategies and human biases.  Prior to founding Blueprint Investment Partners, Jon founded Robinson-Langley Capital, along with co-founder Brandon Langley, where he created analytical processes that remain a foundation for his investment philosophy today. After earning Finance and Economics degrees from the University of North Carolina at Greensboro in 2003, Jon held positions as a trader and market maker at Bear Wagner Specialists.  He then held the position of Equity Research Analyst for Prudential Equity Group before establishing Robinson-Langley Capital in 2006. Jon continues to provide oversight of operations and strategy implementation at both firms.

Tommy Mayes has had a career home in the financial services industry for over 29 years.  He is the past President and Chief Executive Officer, as well as Board Member of Piedmont Trust Company and Piedmont Capital Management. Piedmont is a family office and wealth management firm founded in 1928 which serves over 100 client families around the world.  Prior to Piedmont he spent 17 years with Wachovia in progressive leadership capacities, including as head of the largest private banking team in the company, and the founding Regional Managing Director of Calibre, Wachovia/Wells Fargo’s multi-family office practice, in Palm Beach, Florida.

Tommy earned a Bachelor of Science degree from the Callaway School of Business and Accountancy at Wake Forest University.  He later earned his Certification in Financial Planning designation from the College for Financial Planning in Denver, Colorado, and attended graduate studies in International Economics and Marketing at the London School of Economics. 

For course outline, Click Here.

When:
Tuesday, October 15, 2019, 7:15 AM until 10:00 AM
Where:
Starmount Forest Country Club
1 Sam Snead Dr
Greensboro, NC  27410

Additional Info:
Event Contact(s):
Gregg Schlaudecker
Category:
Membership Meetings
Registration is required
Payment In Full In Advance Only
Cancellation Policy:
Our catering order is due three business days before our events. Please make sure to cancel by 1030am Friday for Tuesday's meetings.
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