Natixis & FPA GHV co-present Cyclicality vs. Inflation educational program

We are pleased to announce that Natixis and FPA GHV will be co-hosting a dinner meeting on Tuesday, May 23rd, 4:30pm to 7:30pm, at Nonna Carola in Mamaroneck. We're excited about the new venue and menu (for us, anyway) and we think you will be, too!

We'll kick off with cocktails and networking at 4:30pm, followed by two educational presentations.

First up will be a presentation on Cyclicality vs. Inflation (This presentation has been accepted for 1 CFP CEU.) While size and value/growth have had outsized differences over the past couple years, we believe that a more accurate framework for thinking about past equity performance differences and future positioning should focus on cyclicality vs. inflation. The inflation backdrop is improving, which has investment implications for asset allocation and equity portfolio construction. Our presenters, Mark J. Cintolo, CFA®, CAIA®, and Gregory v. Kanarian, CFA®, both Vice Presidents and Portfolio Consultants with…