Past Event – May 25th, 2011
Seminar presentation by Zina Spezakis, CFA, CEO & Founder, Wealth Sprout on May 25th, 6:00-8:00 pm.
Investing Basics, What the Wall Street Doesn’t Want You to Know
“We all know the financial world has changed dramatically since 2008, but one thing hasn’t changed. Beating the stock market is a loser’s game. This seminar will focus on how investors can keep more of their returns from investing, instead of losing them to Wall Street. Investors can lose up to 3 – 3 1/2% on disclosed and undisclosed costs by having others actively manage their money. However, you can get your fair share of stock market returns over the long term simply and transparently – through asset allocation and indexing.”
The event is hosted by Hughes Hubbard & Reed LLP at One Battery Park Plaza, New York, NY 10004.
Networking reception to follow the presentation.
Suggested contribution at the door: $30.
RSVP is required. Please feel welcome to share this invitation with your family and friends.
BIO – Zina Spezakis is the CEO and founder of Wealth Sprout Inc, a SEC registered Internet Investment Adviser. Wealth Sprout is a new breed of investment adviser, which aligns its interests directly with all its clients and operates in a socially responsible manner. In her 17 years in money management on Wall Street advising clients in a wide range of areas including investing, derivative transactions and planning, Zina realized that women in particular are an underserved group when it comes to personal finance. She used this invaluable experience, knowledge and perspective in starting Wealth Sprout in 2010. Prior to her current role, Zina was Chief Operating Officer of Allianz Global Investors Managed Accounts, Director of Operations and Risk Management at Allianz Global Investors Funds where she learned the intricacies of mutual funds, portfolio management and trading. In this role, she was responsible for approximately $130 Billion in client assets. Prior to Allianz, Zina was with Robert R. Meredith & Company, a start-up asset manager that specialized in Municipal Bond management. At Morgan Stanley and Chase Manhattan Private Bank she worked closely with clients tailoring their investment and planning to their individual needs and also on structured derivative products to manage portfolio risk. Zina is a Charter Financial Analyst (CFA) with a BA in Economics and Government double major from Cornell University. She earned her MBA in Finance and Business Economics at the University of Chicago’s Booth School of Business and her MA in International Relations also at the University of Chicago’s School of Social Sciences. She lives in New York City.