May Luncheon

    May 18, 2021
    11:30 AM - 2:00 PM
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    Des Moines Golf & Country Club
    1600 Jordan Creek Pkwy.
    West Des Moines, IA 50266
    Venue website

    The Board is excited to launch our first IN-PERSON meeting since the Covid break! Please join us at Des Moines Golf on May 18th for lunch, CE and two great topics! 
    *Please note: We are not offering a virtual option for this meeting. 

    11:30am – 12:00 pm: Social Networking Time

    12:00pm – 1:00pm: Lunch served and Session 1 begins. "Macroeconomic Outlook" - Joyce Huang, CFA.
    1:00pm – 2:00pm: Session 2 "Post Factor Investing" - Adam Scheve, CFA, CPA.

    Session 1 Details
    Course Title:  Macroeconomic Outlook
    Speaker:  Joyce Huang, CFA, Vice President and Senior Client Portfolio Manager at American Century Investments 
    Brief course description:  This course will take a look at today’s markets in a post-COVID 19 world, highlighting opportunities and what risks we should be mindful of moving forward. Attendees will have a better sense of how to allocate and navigate today’s fixed income environment.
    *1 IA Insurance Credit APPROVED. 1 CFP Credit APPROVED. 

    Session 2 Details:
    Course Title:  Post Factor Investing

    Speaker:  Adam Scheve, CFA, CPA, Avantis Investors
    Brief course description:  This course will help attendees understand asset pricing- how it has evolved since the 1950's. the implications include the birth and growing dominance of indexes and factor strategies. But have factors been overdone? Adam reviews the literature on factors. This course will explore a return to concepts underlying factors, providing a cohesive framework for building equity portfolios.
    *1 IA Insurance Credit APPROVED and 1 CFP Credit APPROVED. 

    Covid-19 Protocol from Des Moines Golf & Country Club:
    When you enter the clubhouse, we ask that you wear a mask. Once you are in your private party room, then you may remove your mask. However, if you get up to utilize the restroom, take a phone call, etc., we ask that you put your mask on while not in your event space. All of our staff are still required to wear a mask and will do so!


    $35.00 In-person Member Registration

    $45.00 In-person Non-Member Registration

    $15.00 First Time Guest of a Member