Commerce Trust Company Presentations
| Title of presentation: | "The U.S. stabilizes, but can Europe derail progress?"* |
| Date of presentation: | 7/13/2010 |
| Running time: | 45 minutes |
| Speakers: |
Christie Cody, CFA, CFP
Director of Portfolio Management The Commerce Trust Company
Scott Colbert, CFA
Chief Economist The Commerce Trust Company Joe Williams, CFA
Director of Equity Management The Commerce Trust Company Brian Musielak, CFA
Director of Municipal Bond Management The Commerce Trust Company Brent Schowe, CFA
Director of Fixed Income Credit Analysis The Commerce Trust Company |
| Questions? | If you have any questions about the information presented, please call your portfolio manager, who will be glad to elaborate on the presentation or handle questions about your investment portfolio. |
| Title of presentation: | "On The Front Burner of Financial Planning for 2010"* |
| Date of presentation: | 2/23/2010 |
| Running time: | 36 minutes |
| Speakers: |
Bruce Talen, CFA, J.D.
General Counsel The Commerce Trust Company Guy Hockerman, CFP®, CPA
Vice President and Senior Financial Planner The Commerce Trust Company Jason Imlay, CFP®
Vice President and Senior Financial Planner The Commerce Trust Company Stephen Harmon, J.D.
Financial Advisory Services Manager The Commerce Trust Company |
| Questions? | If you have any questions about the information presented, please call your portfolio manager, who will be glad to elaborate on the presentation or handle questions about your investment portfolio. |
| Title of presentation: | "What's up with UPMIFA? How the New Regulations Affect Your Foundation or Endowment's Charitable Funds."* |
| Date of presentation: | 12/10/2009 |
| Running time: | 29 minutes |
| Speakers: |
Scott Boswell, President & CEO - KC Market
Managing Director The Commerce Trust Company
Bruce Talen, CFA, J.D.
General Counsel The Commerce Trust Company William Reisner
Senior Portfolio Manager The Commerce Trust Company |
| Questions? | If you have any questions about the information presented, please call your portfolio manager, who will be glad to elaborate on the presentation or handle questions about your investment portfolio. |
| Title of presentation: | “Green Shoots Sprouting on the Economic Landscape ”* |
| Date of presentation: | 07/14/09 |
| Running time: | 28 minutes |
| Speakers: |
Christie E. Cody, CFA, CFP, Senior Vice President
Director of Portfolio Management The Commerce Trust Company Scott M. Colbert, CFA, Senior Vice President
Director of Fixed Income Management The Commerce Trust Company Joseph C. Williams, III, CFA, Senior Vice President
Director of Equity Management and Fundamental Research The Commerce Trust Company Tom Weiford, CFA, Senior Vice President
Director of Investment Policy The Commerce Trust Company |
| Questions? | If you have any questions about the information presented, please call your portfolio manager, who will be glad to elaborate on the presentation or handle questions about your investment portfolio. |
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|---|---|
| Title of presentation: | “Economic Update”* |
| Date of presentation: | 06/10/09 |
| Running time: | 30 minutes |
| Speaker: | Scott M. Colbert, CFA, Senior Vice President Director of Fixed Income Management The Commerce Trust Company |
