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B&P hosts Economic Forecast Luncheon

On February 12th, Bennett & Pless hosted their first annual Economic Forecast Luncheon at Dunwoody Country Club with guest speaker Adrian Cronje, Ph. D., CFA. Adrian is Chief Executive Officer and Chief Investment Officer at Balentine, a wealth management company. He is also a founding partner, Chair of the Investment Strategy Team, and a member of the Management Committee. A CFA® Charterholder, Adrian is an active member of the CFA Institute, contributing frequently on a regional, national, and international level. Adrian’s presentation, “Revisiting the Winners’ Game,” at the CFA Institute’s Asset Allocation for Private Clients conference, was chosen by the CFA Institute to be included in its prestigious publication Conference Proceedings Quarterly. 

 
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Lisa Stevens