First Trust Financial Forum – Tampa Chapter

October 15, 2019 @ 1:30 pm – 5:30 pm
The Westshore Grand
4860 West Kennedy Boulevard
Jen Henneberry

First Trust has extended invitations to the CMT Association.

Our speakers will share their insights into the current market and provide ideas that you can put to work now! Space is limited, please RSVP today. If you have another advisor you would like to refer, please contact your inside wholesaler so an invitation can be extended.

Tuesday, October 15, 2019

1:30 pm – 2:00 pm  –  Arrival & Refreshments

2:00 pm – 4:30 pm  –  Presentations

4:30 pm – 5:30 pm  –  Dinner Reception

The Westshore Grand
4860 West Kennedy Boulevard
Tampa, FL 33609

James Bowen
Chief Executive Officer

Brian Wesbury
Chief Economist

David McGarel, CFA, CPA
Chief Investment Officer

Please e-mail or call:
Jen Henneberry | 630.765.8765
Chris Toye | 630.765.8739
Eric McMahon | 630.517.7702

For Institutional Use Only.
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial advisors are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.


James Bowen

James A. Bowen is CEO of First Trust Portfolios L.P. and its affiliate, First Trust Advisors L.P. He is responsible for the strategic direction of the firms, putting teams in place to meet the many demands of the marketplace with the products and services the firms offer.

Brian Wesbury

Brian Wesbury is the Chief Economist at First Trust Advisors LP. Previously, he was Chief Economist for the Joint Economic Committee in Washington, DC. Beginning in January 1995, this Committee provided information for members of the US Congress regarding policy

David McGarel, CFA, CPA

David McGarel is a Managing Director, Chief Operating Officer and the Chief Investment Officer at First Trust Advisors LP, where he has been since 1997. As head of FTA’s Strategy Research Group, David is responsible for developing and implementing quantitative investment