Friday, February 17, 2017
7:30am - 9:30am EST
Maggiano's, King of Prussia
It’s a New Year.
We have a New Administration.
And, that means Portfolio Managers have a New Opportunity to beat their bogey!

And, NIRI Philadelphia has a New Meeting; Breakfast with the Buyside.
Join the NIRI Philadelphia Chapter for this unique opportunity to hear directly from local buyside analysts and portfolio managers as they unveil their plans to generate Alpha in Calendar 2017.
 
Note the change of Date - this meeting has been moved from its originally scheduled date to accommodate a number of conflicts. The February 17 meeting will be a breakfast at Maggiano's in King of Prussia, with our usual 7:30AM Breakfast Reception and 8:00 AM Meeting start time. We've lined up some of the leading, local money managers from Wellington, Bryn Mawr and other well-respected firms, so don't miss this opportunity to learn their secrets to successful investing, and how they count on the Investor Relations Community to make market-beating investment decisions.
 
Speakers:
 
Ernie Cecilia Ernie Cecilia
Chief Investment Officer
The Bryn Mawr Trust Company 
Ernie is responsible for oversight of all of the Wealth Di  vision’s investment-related activities and personnel, and for leading BMT’s process and strategic decision-making as to market analysis and investment approach. He has over 35 years of experience in the investment management industry and continues active management on a number of individual and institutional portfolios, with a specialized expertise in the Energy, Materials and Information Technology Sectors.
 
Ernie formerly served as Chief Investment Officer for the Davidson Trust Company (which was acquired by Bryn Mawr Trust in May 2012), and prior to joining Davidson in 1998, was President and Chief Investment Officer of PNC Equity Advisors Company.
 
Ernie graduated from the University of Dayton where he received a Bachelor of Science in Economics and holds an MBA from Fordham University Graduate School of Business. He is a member of the CFA Society of Philadelphia and the New York Society of Security Analysts, as well as the CFA Institute. He serves on the Board of Good Works, Inc., a non-profit organization that provides assistance to low-income homeowners for home repair.
 
 
Krzysztof Kris A. Kowal
Krzysztof (Kris) A. Kowal, PhD, CFA 
Managing Director, Fixed Income Investments
DuPont Capital Management
Krzysztof (Kris) A. Kowal, Ph.D., CFA, is responsible for DuPont Capital's global fixed income portfolios including Core, Core Plus, High Yield, International Developed and Emerging Markets, and Stable Value funds.   Since joining DuPont Capital in 1996, Dr. Kowal has served as the senior portfolio manager for interest rate strategies, emerging markets debt, and fixed income analytics.
 
Dr. Kowal is a member of the CFA Society of Philadelphia, and a member of the CFA Institute.  Dr. Kowal holds a Ph.D. in Materials Science and Engineering from the University of Pennsylvania, an M.S. in Physics from Jagiellonian University in Krakow, Poland, and is a CFA charterholder.
 
 
 Kelley A. McKee  
Kelley A. McKee, CFA
Vice President, Portfolio Manager, Equity Analyst
Delaware Investments
Kelley A. McKee is a portfolio manager for the Small-Cap Value / Mid-Cap Value Equity team; she joined the team in July 2005 as an equity analyst. She is responsible for the analysis, purchase, and sale recommendations of basic industry, capital spending, and utilities securities for the firm's Small-Cap Value / Mid-Cap Value portfolios. Prior to joining Delaware Investments, she participated in Lincoln Financial Group's rotational Professional Development Program for three years.

McKee earned a bachelor's degree in finance from Georgetown University and an MBA from The Wharton School of the University of Pennsylvania. 

As a special added bonus, keep March 17 blocked off for our March Meeting.  And in keeping with NIRI Philadelphia's egalitarian spirit, note that we intend to hold our April Meeting in New Jersey.  Please stay tuned for further details on all of these exciting, upcoming events.
 
Program Details
 
Date
Friday, February 17, 2017
Time
7:30 am - 8:15 am - Registration and hot breakfast
8:15 am - 9:30 am - Program and discussion
Location
Maggiano's King of Prussia
205 Mall Blvd.
King of Prussia, PA 19406
Directions
Fee
Philadelphia Chapter Members - No Charge
Non-Chapter Member or Guest - $50
 

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