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January 10, 2023 Virtual Lunch and Learn

"Economic Update"

Glenn Dorsey, CFA, CAIA

Senior VP & Head of Client Portfolio Management

Clark Capital

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Speaker Bio:

Glenn Dorsey is Senior Vice President and Head of Client Portfolio Management for Clark Capital Management
Group. In this role, he is responsible for portfolio construction and the clear communication of investment
strategy to advisors and their clients. Glenn is a key resource for Clark Capital’s Investment Consultants and
financial advisors.

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Throughout Glenn’s extensive experience as a Portfolio Manager and a Client Portfolio Manager, he has
focused on helping advisors deliver great outcomes to their clients and institutions. His portfolio management
experience includes equity, balanced, and fixed income investing for high net worth clients. Prior to joining
Clark, Glenn was the Co-Chief Investment Officer and Head of the Private Wealth Management Group at
Curian Capital.

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Glenn holds the Chartered Financial Analyst (CFA®) and the Chartered Alternative Investment Analyst (CAIA®) designations. He holds a bachelor’s degree in finance and accounting from Rider University in Lawrenceville, New Jersey.​

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Course Description:

Glenn will discuss the current state of our economics and will offer his insight and speculation into its future.

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Session sponsored by:

  • Schedule:

    • ​11:55 am - Sign-on​

    • 12:00 pm - Session

    •   1:00 pm - Adjournment​

  • Meetings are streamed only and use GoTo Meeting.

  • Cost is free for members

  • Cost is $30 for non-members

  • Guests are welcome - see our Guest Policy below

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Guest Policy:

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Guests are welcome to attend our meetings during the 2022-23 year with the following rules:

  • 1st meeting attended (In Person or Virtual) — Cost is Free, Compliments of the Chapter. We welcome you!

  • Subsequent meetings attended (In Person or Virtual)  -- Guest pays $30 non-member meeting registration fee at time of registration.

  • Guests/Non-members may join and become a member under one of 2 options (see a benefits comparison of both options):

    1. Local Only Season Pass (LOSA) --$240/yr or $20/mo EFT or via check or credit card:

      1. Join Local Pass Online OR  

      2. Print the Local Pass Application OR

      3. Email Sandy Gray for a LOSA application 

    2. SFSP National Member --$560/yr or $47/month EFT.  Visit the SFSF National website.

Questions?  Call us at 317-844-6268.

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