October 2024 WIAFP Meeting

Speaker: Dylan Chun is a Director and Portfolio Manager for the Chief Investment Office (CIO) within Bank of America Corporation.

Dylan Chun is a Director and Portfolio Manager for the Chief Investment Office (CIO) within Bank of America Corporation. He is responsible for managing firm discretionary multi-asset portfolios offered at Merrill and Bank of America Private Bank. Dylan graduated magna cum laude from the University of Southern California with a B.S. in Finance and holds the Chartered Financial Analyst® (CFA®) designation.

**Please note that the presentation will start at 11:45am 

Wednesday, October 16th, 2024

Registration & Networking 11:30am 

Presentation and Q&A - 11:45am - 12:45pm 

Lunch: 12:30pm-1:15pm

Lunch will include salad, your choice of entrée options, sides , and dessert

Location: Fleming's Prime Steakhouse & Wine Bar

15665 W Bluemound Rd, Brookfield WI 53005

We would encourage members to email us at info@wiafp.org with any questions they would like to ask, or with any topics that they would be interested hearing about. 

A few reminders…

• Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
• Have an idea for a presentation topic or speaker? Email vp@wiafp.org
• General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
• Registration closes 48 hours before event.