Washington & Macro Economic Update + Networking Happy Hour
Queen City Club
Join us with the FPA Southwestern Ohio and the CFA Society of Dayton for an educational event and networking reception. Gain critical industry perspectives with a Macro Economics Update presented by Tony Crescenzi, PIMCO and a Washington Update from Kellin Clark, Capital Group. Connect with fellow finacial planners, CFAs, and aligned professionals across our region.
CFA PLC Credits: 2
CE: 1 hour of CFP & ODI CE credit Approved, 1 hour pending
EVENT TIMELINE:
1:00pm - 1:30pm | Registration
1:30 - 2:30pm | PIMCO Macroeconomic & Investment Outlook with Tony Crescenzi
2:45pm - 3:45pm | Washington Update with Kellin Clark
3:45pm - 5:00pm | Networking Happy Hour
COST:
CFA Society Cincinnati Members: FREE!
CFA Society Dayton Members: FREE!
Non-Members: $75
Session Descriptions:
PIMCO Macroeconomic & Investment Outlook:
Join us for a conversation with PIMCO’s Tony Crescenzi as he discusses the macroeconomic and fixed-income investment outlook as of mid-2026, highlighting the attractiveness of current yields and strategic opportunities in the bond market. Tony will explore key economic factors, market risks, and actionable strategies to help investors navigate the evolving financial landscape and optimize portfolio returns.
Capitol Hill with Kellin Clark:
This 60-minute, nonpartisan session will examine how the upcoming midterm elections may influence the legislative and regulatory environment facing financial professionals, retirement plan participants and individual investors. Led by Kellin Clark (KLCC) of Capital Group’s Political Affairs / Global Government & Regulatory Affairs team, the session will provide an overview of the current political landscape, key policy issues before Congress, and potential implications for tax policy, retirement savings, investment markets, regulation and client planning conversations. The session is designed to help CFP® professionals better understand how election outcomes can shape policy priorities and market expectations, while maintaining a planning-centered approach focused on client goals, long-term investment discipline and informed decision-making.
Thank you to our sponsors!
