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Place: Delaware Room at Anthem Center
The topic for this program is "BONDS 101", covering bond types, quality, risk, ratings and more.
Our speakers are with Southwest Securities Inc., one of the nation's top clearing firms, and one of the leading Southwest regional securities firms. Southwest Securities Inc. (which acquired M.L. Stern in March 2008) provides securities brokerage, corporate finance, and investment management services.
Our speakers will be: Paul Cowan, a Branch Manager with Southwest Securities Inc.; David Gotz, a Senior Vice President focusing on fixed income securities and fee-based asset management; and Marlene Gotz, a Registered Representative and Investment Advisor Representative with Southwest Securities, Inc.