WCDFW Invites You to Celebrate the Winners and Hear About Their Strategies
Congratulations to our winning team Don’t Panic, who eked out a victory over Consultants United on the last day of the game. With a new administration taking office, and several COVID vaccines on the horizon, 2021 will be an exciting and potentially volatile year for investing.
**We have had a change in plans! Due to a family emergency, our speaker Shane Stein has been rescheduled for early next year, but that doesn’t mean we cannot recognize our investment game winners and enjoy a pre-holiday happy hour! Join us while enjoying your favorite beverage(s) and discuss the game, investing in general, and more. Hope to see you there!
Join us for an evening with Shane Stein who will be our guest for the Post-Election Portfolio Insights session, in which the portfolios will be revealed. Shane will discuss the portfolios submitted by our teams, and provide further investment insights, what to look for (and look out for) in 2021.
Shane Steins Bio:
Shane joined Stifel in 2020 after working with Merrill Lynch since 2008. Prior to Merrill Lynch, he worked in the private equity and charter aviation industries. He focuses on formulating multi-generational wealth strategies and developing customized retirement and philanthropic planning strategies. He also focuses on business strategies for clients and is the team's primary liaison to the firm's commercial and investment bankers.
Shane earned an MBA from the Wharton School at the University of Pennsylvania, after also graduating from the University of Pennsylvania with a bachelor's degree in History. Born and raised in Dallas, he lives in North Dallas with his wife, Tracey, and their three daughters. He is an Eagle Scout, a board member of the Jewish Federation of Greater Dallas (and an alumnus of the National Young Leadership Cabinet of the Jewish Federations of North America), and is active in the local Wharton Club, the Texas-Israel Alliance, and his synagogue.
Event Host: Wharton Club of Dallas Fort-Worth
Date: Wednesday, December 16
Time: 6:00 - 7:00 PM CT