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 Guest Speaker Series

Great Companies: Past, Present and Future

Join Stack Financial Management Portfolio Managers Annell Danczyk and Eric Vermulm as they walk you through what makes a great company; when you should buy it and how risk management is key to the process. In addition to a historical overview, you will learn about specific, actionable investment ideas that can help bullet-proof your portfolio today. Currently ranked as one of the "Top 100 Independent Financial Advisors" in the country by Barron's, Stack Financial Management has earned a national reputation for its safety-first approach to investing.

This session is free and open to all. BetterInvesting is pleased to present the Guest Speaker Series so that anyone with an interest in investing can learn from BetterInvesting's best.

Date: Oct. 22, 2014
Time: 8:30 pm - 9:45 pm EDT
: Annell Danczyk, CFA, and Eric Vermulm, CFA

Speaker biographies: Annell Danczyk is responsible for trading, portfolio monitoring, and equity analysis and selection. With a degree in chemical engineering, Annell brings a technical background to the portfolio team complemented by her past work experience in the oil fields of West Texas and Alaska, a national lab, and a large overseas construction project. Ms. Danczyk holds the Chartered Financial Analyst designation.

Eric Vermulm is Senior Portfolio Manager. As a leader of the SFM portfolio team, he focuses on fundamental, bottom-up analysis in identifying “the best companies at the most attractive valuations.” His background includes experience in banking, fixed income analysis and trading, and equity research. Mr. Vermulm holds the Chartered Financial Analyst designation.

Register here:

Price: Free

Stack Financial Management Background (PDF)
Presentation (PDF)

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