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EPCNYC: WEBINAR with Tocqueville Asset Management L.P.
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 Export to Your Calendar 4/7/2020
When: Tuesday, April 7, 2020
12:00 PM
Where: Tocqueville Asset Management L.P.
40 West 57th Street
19th Floor
New York, New York  10019
United States
Contact: Caitlin Borger
8552930784


Online registration is available until: 4/7/2020
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Webinar: Biggest Risk Facing Your Clients Today: Outliving Their Financial Assets

 

Hosted by: Tocqueville Asset Management L.P.

 This event will now be hosted as a webinar.

About the Presentation:

Today’s environment is markedly different than it was a generation ago. With interest rates historically low, bonds can no longer be solely relied upon for income. With the need for higher returns comes higher risk, but the scars of 2008, and even the fourth quarter of 2018, are still fresh on clients’ minds, so taking on a higher allocation to stocks can be unsettling. Your clients are living longer and their next-gen heirs may be relying on inheritance to provide for their growing families. In response, your clients need an active approach to their cash flow needs to live out their financial legacies.

 

About the Speakers:

Michael T. Meltzer
Michael T. Meltzer is a Portfolio Manager at Tocqueville Asset Management L.P. He joined Tocqueville in 2008 and is a member of the Wealth Management Group. Mr. Meltzer is primarily responsible for asset allocation, risk management, portfolio analysis and trading, tax management, and client service. Prior to joining Tocqueville, Mr. Meltzer was an Associate Director and Assistant Portfolio Manager within the Specialized Investment Management Group at Bear Stearns Asset Management Inc. (BSAM). Mr. Meltzer, who joined the Specialized Investment Management Group in 2003, began his career at BSAM as an analyst supporting the Firm’s institutional marketing and client service efforts, focusing on the not-for-profit and family office market. Mr. Meltzer earned a B.S. in Finance and International Business from New York University and a J.D. from Fordham University.

Heather J. Perlmutter
Heather J. Perlmutter is a Portfolio Manager at Tocqueville Asset Management L.P. Ms. Perlmutter joined Tocqueville in 2008 and is a member of the Wealth Management Group. Prior to joining Tocqueville, Ms. Perlmutter spent nearly sixteen years as a Portfolio Manager at Bear Stearns Asset Management Inc. (BSAM). As a member of the Specialized Investment Management Group at BSAM, she was responsible for the management of both taxable and tax-exempt fixed income portfolios. Prior to her experience at BSAM, Ms. Perlmutter spent three years at Bear, Stearns & Co. on the fixed income trading floor as a Sales Associate in the Corporate Coverage Group, before which she was on the fixed income trading floor at Morgan Stanley in the same capacity. Ms. Perlmutter earned a B.A. in Communication from Rutgers University in 1986.

John J. Petrides
Mr. Petrides joined Tocqueville Asset Management, L.P. in 2019 as a Portfolio Manager within the Wealth Management group. Prior to joining Tocqueville, Mr. Petrides was a Managing Director and Portfolio Manager with Point View Wealth Management, Inc. and a Portfolio Manager with Advisors Capital Management, LLC. Mr. Petrides began his career with Bear Stearns Asset Management becoming an Equity Analyst on the Large Cap Value team. Mr. Petrides is a regular guest on several financial news networks for his market insights and analysis. Mr. Petrides received his M.B.A. from Pace University School of Business in 2005, and his B.A. from Fairfield University in 1999. Mr. Petrides served as an AmeriCorps Volunteer from 1999-2000.

 

 

 

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