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DTSTART:20240109T164500Z
DTEND:20240109T183000Z
LOCATION:Alberto's, 360 Main St. Hyannis, MA 02601 
UID:2544220240109T164500Z2023 / 2024 Market Update & Outlook
DTSTAMP:20260501T091908Z
DESCRIPTION:\n \nJoin us to kick off the new year by getting a market update and outlook with Dan Scansaroli, Ph.D. from UBS - Chief Investment Office.\n \nDaniel Scansaroli is a Managing Director and Head of Americas Portfolio Strategy & UBS Wealth Way Solutions for the UBS Chief Investment Office. Dan advises individuals and institutions on asset allocation, goals-based investing, and portfolio/risk management. He also leads the intellectual capital offering for Wealth Way and the Ultra High Net Worth business.\n \nDr. Scansaroli joined UBS from BlueMountain Capital Management, where he was the Head of Portfolio Construction & Modeling and a Managing Portfolio Strategist responsible for leading the investment process, sizing frameworks, modeling, and risk management for all multi-strategy funds. As part of the CIO’s Fund Management Committee, he was responsible for strategy and execution of tailored asset allocations, and dynamic hedging programs to manage factor exposures in accordance with institutional client risk and return mandates.\n \nDan holds several degrees from Lehigh University, including a doctorate (Ph.D.) in Industrial/Financial Engineering, a M.S. in Applied Mathematics, a M.S. in Management Science, and a B.S. in Mechanical Engineering. He is also an Industry Advisory Council member for Lehigh University’s Master in Financial Engineering Program.\n \nThis will be a luncheon at Alberto's in Hyannis.  \n \nWe look forward to seeing you there!\n \n \n \n
SUMMARY:2023 / 2024 Market Update & Outlook - Estate Planning Council of Cape Cod 
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