Nicola Wealth Chairman and CEO John Nicola and Nicola Wealth Chief Investment Officer Rob Edel will discuss their thoughts on what 2019 has in store for investors and present strategic decisions for an uncertain future.
John Nicola will address several issues facing high net worth families:
- Are there any asset classes that are not expensive?
- Is there any low hanging fruit left?
- Where will we add value to obtain better risk adjusted returns?
Rob Edel will discuss market cycles, more specifically:
- What are the current market cycles?
- Where in the market cycle are we?
- What current events could most affect the economy and investment strategy?
Monday, April 29th, 2019
Delta Hotels by Mariott Grand Okanagan Resort (map)
6:00 pm Registration |Wine and hors d’oeuvres
7:00 pm Presentation | Reception to follow
Please RSVP to Gail Moody