Please Join us for a discussion on...

The Economy, Financial Markets, and Investment Strategy

Please join your Mercer Advisors team for hors d’oeuvres, beer, wine, and a discussion on the economy, financial markets, and investment strategy.

Date: Tuesday, June 4, 2019

Location: Park Hyatt Aviara Resort, 7100 Aviara Resort Drive, Carlsbad, CA 92011

Click here for directions

Time: 5:30 pm – 9:00 pm

Parking: Complimentary valet parking will be available.

Beer, wine, and hors d’oeuvres will be served.

Please RSVP by May 28th.

Please contact Kseniya Ribeiro at [email protected] or 619.354.2409 with any questions you may have.

The Mercer Advisors San Diego team looks forward to seeing you there!

Please RSVP by May 28th

Donald Calcagni, CFP®, MST

CHIEF INVESTMENT OFFICER

As Chief Investment Officer, Don’s primary responsibilities include setting the strategic direction of the firm’s investment offerings, stewarding the firm’s assets under management, and acting as firm liaison to clients and institutional partners alike. He is an expert in the areas of financial mathematics, corporate finance, portfolio management, and taxation. A renowned thought leader, Don produces the CIO Forum, a weekly market outlook and commentary that explores markets, economic developments, and other issues impacting client portfolios. He also serves on the editorial board of the Journal of Financial Service Professionals and as Adjunct Professor of Taxation at Widener University. Don earned his MBA in Finance from The University of Chicago and his Masters in Taxation from Widener University.

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