Events

  • EXECUTIVE BREAKFAST Series (February 2018)

    February 06, 2018

    Speaker: CHRISTINE QUILLIAN, CFA, CFP® - "Consumer Update - The Long Distance Relay"

    Location: Cherokee Town Club

    About MONTAG’s Executive Breakfast Series In addition to the formal presentation (Consumer Update:  The Long Distance Relay) by Portfolio Manager Christine Quillian,…

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  • FACTS & FINANCES for WOMEN (Fall 2017)

    November 08, 2017

    Speaker: HENRY BOWDEN, ESQ. of The Bowden Spratt Law Firm; RANDY LOVING, CFA of MONTAG

    Location: 103 West

    A semi-annual MONTAG event since 1985, Jackie Montag leads an energetic morning program – often to a capacity-crowd. FFW seminars…

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  • EXECUTIVE BREAKFAST Series (October 2017)

    October 17, 2017

    Speaker: RANDY LOVING, CFA - "Buy the leader, or buy the laggard?"

    Location: Cherokee Town Club

    About MONTAG’s Executive Breakfast Series In addition to the formal presentation (OUTLOOK), several other MONTAG portfolio managers attend and are…

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  • EXECUTIVE BREAKFAST Series (June 2017)

    June 13, 2017

    Speaker: KENT SHAW, CFA: "How Low Expectations Can Yield High Results"

    Location: Cherokee Town Club

    About MONTAG’s Executive Breakfast Series In addition to the formal presentation (How Low Expectations Can Yield High Returns), several other…

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  • EXECUTIVE BREAKFAST Series (February 2017)

    February 28, 2017

    Speaker: OLGA LEE, CFA: "New Leadership in DC, New Leadership in your Investment Portfolio"

    Location: Cherokee Town Club

    About MONTAG’s Executive Breakfast Series In addition to the formal presentation (Markets in Transition:  New Leadership in DC, and New…

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