Wealth Connect – San Diego 2023 | Baker Tilly US | 14 September 2023 | Baker Tilly’s San Diego office, 3655 Nobel Drive, Suite 300, San Diego, CA 92122, USA

Venue
Baker Tilly’s San Diego office
Baker Tilly’s San Diego office, 3655 Nobel Drive, Suite 300, San Diego, CA 92122, USA

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Event Date Thu Sep 14 MDT (about 1 year ago)
In your timezone (EST): Thu Sep 14 2:00am - Thu Sep 14 2:00am
Location Baker Tilly’s San Diego office
3655 Nobel Drive, Suite 300, San Diego, CA 92122, USA
Region Americas
Details

The event will discuss the current state of the bond market including the economic themes throughout 2023 as well as the benefits of thoughtful portfolio construction and why diversification is key for balanced investment portfolios. Bringing investors together for networking, lunch and education.

Speakers

2023 Speakers

Michael Dellisant
Director, Wealth, Baker Tilly Wealth Management, LLC

Robert Lewis
VIce President, PIMCO