Fulcrum Perspectives
An interactive blog sharing the Fulcrum team's policy updates and analysis, as well as book recommendations, travel observations, and cultural experiences - all of which we hope will be of interest to you.
Maryland & Virginia Bankers Association Annual Convention
Amelia Island, Georgia
June 3, 2024 - Who doesn’t like going to Amelia Island? What a wonderful venue, only surpassed by the 500 bankers from Maryland and Virginia who are dedicated to the growth and security of their clients. The speakers were superb - and I was honored to follow Bank of America CEO Brian Moynihan. You can access my presentation below.
CFA Society of Dallas-Fort Worth Lunch Presentation…
I was delighted and honored to have the chance to speak to the CFA Society of Dallas-Fort Worth this week. Thank you very much for having me. The many thoughtful, insightful questions and the opportunity to talk with folks afterward were truly rewarding for me. A number of folks have asked for my presentation. Here you go - thank you again for coming out to hear me, and I hope you find this useful.
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