February 8, 2018 Education Meeting

When:
February 8, 2018 @ 11:15 am – 1:15 pm
2018-02-08T11:15:00-06:00
2018-02-08T13:15:00-06:00
Where:
Saint Louis Club
7701 Forsyth Blvd
St. Louis, MO 63105
USA
Contact:
Saint Louis Planned Giving Council
314-416-2235

A New Landscape for 2018: How Tax Reform & Soaring Markets
Will Affect Your Organization & Donors
Featuring
Doyt Ladd, Sr. VP & Portfolio Manager, Private Wealth Management, UMB Bank
Christopher Calmer, Sr. VP/Institutional Portfolio Manager, UMB Bank
Christopher Schroeder, Sr. VP & Sr. Wealth Advisor, Private Wealth Management, UMB Bank
Ed Lane, Sr. VP & Sr. Trust Advisor, Private Wealth Management, UMB Bank
Register Online!

We enter 2018 to find markets reaching new heights and a new tax law that is less than a month old. How will all of this affect not-for-profits and their donors? Join us on February 8th for a timely discussion featuring experts from UMB Bank’s private and institutional asset management division who will present a forecast for the economy for the upcoming year and its effect on your organization and donors, as well as a discussion of the expected impact of the new tax law on charitable giving. In addition, Mr. Ladd and Mr. Calmer will share steps they are taking now for the endowments they manage and the high net worth donors they serve. These topics will appeal not only to development and planned giving professionals, but also to Board Members, Executive Directors, and other organization executives as well.

This session has been approved for 1.0 CFRE Continuing Education Point and 1.2 CLE credit hours from The Missouri Bar.

About Our Speakers
As a portfolio manager, Doyt Ladd is responsible for all aspects of portfolio construction including asset allocation, security selection and mutual fund analysis for high-net-worth individuals and families. He takes a holistic approach to investing, reviewing each client’s unique financial picture and providing disciplined, risk-adjusted solutions to help clients achieve their long-term financial goals.

Prior to joining UMB, Doyt was employed with US Trust/Bank of America for four years as a senior vice president in Kansas City, Missouri. He has over 25 years of experience in the financial services industry.

Doyt earned a bachelor’s degree in business and economics and a master’s degree in business administration from Drury University Springfield, Missouri.

He is a member of the St. Louis Society of Financial Analysts.

As a portfolio manager, Chris Calmer is responsible for all aspects of portfolio construction including asset allocation, security selection and mutual fund analysis for institutional clients. He takes a holistic approach to investing, reviewing each client’s unique financial picture and providing disciplined, risk-adjusted solutions to help clients achieve their long-term financial goals.

Chris has nearly 25 years of experience in the financial services industry. Prior to joining UMB, he spent 18 years as the President and Treasurer of the Missouri Baptist Foundation, a not-for-profit organization. There, he was responsible for managing for 1,000 accounts while providing estate stewardship and informing clients on gifting strategies.

Chris earned a bachelor’s degree in accounting from Missouri State University. He is a member of the Kansas City CFA Society, the Missouri Society of Certified Public Accountants and the American Society of Certified Public Accountants.

Chris has been very active in the community, volunteering his time as chair of the Jefferson City YMCA Finance Committee, a board member of Sports Crusaders, a member of the Coyote Hill Children’s Home Endowment Committee, and a member of the Memorial Baptist Church Finance Committee.

As a wealth advisor, Chris Schroeder is responsible for delivering customized financial planning with an emphasis on the areas of risk management, investing and wealth transfer. He constructs a team of UMB advisors around the specific needs of his clients to deliver holistic financial solutions.

Chris has 25 years of experience in the financial services industry, with an emphasis in wealth management, insurance and financial planning. Prior to joining UMB Private Wealth Management, he was a vice president and advisor at PNC Wealth Management in central Illinois. There, Chris created client-focused strategies for asset preservation, retirement and wealth transfer.

Christ attended Southern Illinois University – Edwardsville, where he earned a Bachelor of Science in Business Administration. He also earned a Master of Business Administration from Indian Wesleyan University. Chris taught as an adjunct professor at the Tabor School of Business – Milliken University, and carries numerous licenses and certifications.

Chris enjoys being an active member of his community. He as volunteered his time with various organizations, including the Monticello Music Boosters (Past President), YMCA Advisory Board, American Cancer Society – Coaches vs. Cancer, National Association of Life Underwriters and Rebuilding Together.

As a trust advisor, Ed Lane is responsible for estate planning and administration for high-net-worth clients encompassing irrevocable and revocable personal trust accounts, life insurance trusts, IRAs, and special needs trusts. He works closely with a team of UMB advisors to ensure clients are receiving personal attention and their financial needs and concerns are addressed.

Ed joined UMB Private Wealth Management in 2011. Prior to joining UMB, he was employed by U.S. Bank where he spent two years administering high net worth relationships as a Senior Trust Officer within the Private Client Reserve. Prior to his tenure at U.S. Bank, Ed worked at A.G. Edwards & Sons for over 22 years, primarily as an Assistant Manager and Senior Trust Advisor in the Trust Department. He has over 25 years of financial and fiduciary experience.

Ed obtained his Bachelor of Arts in Management with a concentration in Business and his Master of Arts in Management from Webster University. He is a member of the Institute of Certified Bankers and the Estate Planning Council of St. Louis.

Ed also volunteers his time on both the Financial Council and Endowment Committee of Queen of All Saints Parish.

Schedule:
11:15 a.m. Registration & Networking
11:45 a.m. – 1:15 p.m. Luncheon & Program

Meeting Fees:
$35 Members
$45 Non-Members

Click here to register!