HKANC Webinar: The Good, the Bad, and the Ugly in the current economy
Wed, May 31
|Zoom Webinar
Highlighting technological innovation & automation, monetary policy/geopolitical uncertainty, and the US regional banking crisis nowadays.
Time & Location
May 31, 2023, 12:00 PM – 1:00 PM PDT
Zoom Webinar
About The Event
The HKANC invites you to a special presentation by Wells Fargo Bank and Trust company on
The Good, the Bad, and the Ugly in the current economy DATE: Wednesday, May 31, 2023 TIME: 12:00 p.m. – 1:00 p.m. PSTZoom link will be provided upon registration.
About this Webinar:Join us for a highly informative webinar, "The Good, the Bad, and the Ugly in the Current Economy" featuring a team of banking experts from Wells Fargo Investment Institute. In this webinar, Derek Bobbe, Sr. Portfolio Manager, will provide valuable insights into the current economic climate, highlighting the GOOD (technological innovation and automation), the BAD (monetary policy / geopolitical uncertainty), and the UGLY (the US regional banking crisis) that businesses and investors are currently facing.
This is an essential webinar for anyone seeking to make informed decisions in today's ever-changing economy. Register now and join us for this timely presentation!
Meet Our Speakers:Mr. Derek Bobbe, CFA, Senior Private Wealth Portfolio Manager, Wells Fargo Private Bank
Derek Bobbe is a senior private wealth portfolio manager located in the Pacific North Division of the Wells Fargo Private Bank with more than 20 years of experience in financial services. Derek develops and directs the implementation of investment strategies for ultra high net worth individuals and families. Managing large and complex investment portfolios, he gains an understanding of his clients’ investment goals and suitable risk tolerance and then recommends strategies centered on their objectives. Derek is passionate about allocating to investment vehicles that have the potential to offer favorable risk adjusted returns. To deliver the highest caliber of service, he stays abreast of market developments and confers with his clients’ other advisors to create an informed and holistic investment plan.
Ms. Judy Mak, Managing Director - Investments, Wells Fargo Advisors
For nearly 25 years, Judy has helped clients build,manage, preserve, and transfer wealth. She is committed to providing informed perspectives and tailored approaches to meet her client’s individual financial needs and challenges. Judy joined Wells Fargo Advisors in 2004 to take a team approach in providing personalized investment advice for individuals and businesses.
From 2014-2022, she has achieved Premier Advisor status, a distinction held by a select group within Wells Fargo Advisors.1 From 2020-2022, Forbes recognized her as America's Top Women Wealth Advisors and the Best-In-State Wealth Advisors. 2