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Monday, November 13, 2017 LiveSouthwest Jersey Chapter

Bank Night (E1711019)

6:00 PM - 8:00 PM EDT

Registration: 5:00 PM EDT

Woodcrest Country Club

300 East Evesham Road
Cherry Hill , NJ 08003

2 CPE Credits in CS

OVERVIEW

Hear a comprehensive insight into the emerging and critical subject of network security and privacy "cyber" insurance. Then, hear information on the economy and financial markets - the good, the bad, and the risky.

BENEFITS

Earn 2 credits in Consulting Services.

HIGHLIGHTS

Cyber Insurance
Vince Josaphs

  • Cyber exposures and threats
  • Key elements of protection and prevention
  • Cyber underwriting and evaluation criteria
  • Unique claims challenges and how these are handled
  • Current state of the cyber market
  • Future trends

 

The Economy and Financial Markets - The Good, The Bad, and The Risky
 
Dianne Manges

The stock market has been enjoying an 8 ½ year bull market, and long term interest rates have declined by over 50 basis points.  The economic expansion, too, is over 8 years in the making.  Dianne will walk us through the current environment, discuss what has been driving recent financial market gains, review the sustainability of the U.S. economy, and lay out what risks exist. 

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Early birds save $10 - late fee applied after November 11. Season Pass holders must register for each event.

Special thanks to our event sponsor BB&T.

INSTRUCTORS

Vince Josaphs

Vince Josaphs

Senior Vice President

INSUREtrust

A South Jersey native, Vince Josaphs resides in Atlanta where he manages complex accounts for INSUREtrust, a wholesale insurance brokerage recently was recognized by Advisen as the 2017 Cyber Brokerage Team of the Year. He brings 17 years of insurance experience from the underwriting, product management, claims, and brokerage side of the industry, working in Philadelphia, New York, Miami, and Atlanta. Today, in addition to serving as an internal and external resource for cyber coverage and policy wording expertise at INSUREtrust, he is also a frequent speaker on cyber insurance. Vince is an avid guitar player, and enjoys building furniture in his woodworking shop in the north Atlanta suburbs.

Dianne Manges

Dianne Manges, CFA

Director of Fixed Income

BB&T Institutional Investment Advisers

Dianne is a Charter Financial Analyst (CFA®) with nearly 30 years of experience in the fixed income industry.  As Director of Fixed Income, she oversees the fixed income strategy for BB&T’s Institutional Investment Advisers.  She also serves as in-house economic analyst and services institutional clients.  Dianne authors a bi-weekly Market Report, quarterly performance attribution commentary, and interim analyses on the Federal Reserve and the economy.

Dianne began her investment services career in 1986 at Warren W. York & Co. in Allentown, Pennsylvania.  In 1989 she joined Meridian Investment Company where she served as Senior Portfolio Manager.  In 1995, she was hired as Director of Fixed Income by Rorer Asset Management LLC in Philadelphia.  While at Rorer, Dianne developed a successful, proprietary fixed income model and strategy, was a member of its Investment Committee, and authored quarterly economic and market commentaries.  Dianne joined BB&T-IIA’s predecessor firm, National Penn Investors Trust Company, in 2015.

Dianne graduated Summa Cum Laude from Immaculata University with a B.A. in Economics where she earned the top medal in Economics.  She is a member of the CFA Institute and a member and former Board of Governor of the CFA Society of Philadelphia where she currently sits as chair of its Newsletter Committee.  Dianne is past President and current Vice President of The Bond Club of Philadelphia, the oldest investment organization in the greater Philadelphia region.  She is a member of The Philadelphia Council for Business Economics and The Municipal Bond Club of Philadelphia where she served as a Board of Governor.  Dianne lives in suburban Philadelphia with her family and volunteers actively within her community.

 

PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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