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Annual Regional Economic Update Luncheon

  • January 15, 2014
  • 11:30 AM - 1:30 PM
  • Sharonville Convention Center

Registration


Registration is closed


Annual Regional Economic Update Luncheon

Presented by
Conrad Metz

Chief Investment Officer
Office of the Ohio Treasurer
 
 
Wednesday, January 15, 2014

11:30am-1:30pm

 

Sharonville Convention Center

11355 Chester Road

Cincinnati, OH 45246


Approved for 1.2 CTP/CCM recertification credits by the Association for Financial Professionals

 

Topics to be discussed:

  • Current macroeconomic trends
  • Direction of the securities' markets
  • Historic asset class returns
  • State of Ohio treasury operations

 

Prior to joining the Treasurer's Office in 2012, Conrad Metz served over 33 years in the investment management industry. This included 17 years with Victory Capital Management, the institutional investment subsidiary of KeyCorp, in Cleveland, Ohio where he was a Senior Portfolio Manager of international and domestic mutual and pension funds, and founder and Managing Director of the $2 billion international division. Global management involved extensive travel, and included clients in the Middle East, Brunei, France, the United Kingdom, the Netherlands and other countries. Prior to joining KeyCorp, Conrad was a Senior Vice President with Bailard, Biehl & Kaiser, a San-Francisco-area investment firm specializing in high net worth clients. Earlier, Conrad was a Principal at Harris Investment Management in Chicago, where he served as Senior Portfolio Manager for the financial and utility sectors and, in the mid-1980's, instituted the firm's foreign investment exposure. He began his career at the National Bank of Detroit, where he was an Assistant Vice President for investment research. Outside of work, Conrad enjoys walking his rescue Australian shepherd, doing the New York Times crossword puzzle, and is the northeast Ohio gifted youth coordinator for MENSA. Metz holds a Bachelor's degree from the University of California at Berkeley, and Master of Management degree from Ursuline College.

The SWOAFP would like to thank our 2023/2024 Sponsors for their generous support!



Southwest Ohio Association for Financial  Professionals

P.O. Box 45

Cincinnati, OH  45201-0045


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