Back to All Events

BlueTree Annual Meeting | "Meet the CEOs"

Annual “Meet the CEOs” Meeting

WHEN:          Wednesday, July 10, 2019

TIME:             4:00 p.m. – 7:00 p.m.

WHERE:        BNY Mellon Innovation Center

                        500 Grant Street, 12th Floor

                        Pittsburgh, PA  15258

 

Please join us for our annual meeting and the opportunity to speak one-on-one with your portfolio company CEOs.  There will be drinks and appetizers and great opportunities to actually see how some of the technology companies perform.

 

KEYNOTE SPEAKER:  We are grateful and thrilled that the BNY Mellon is hosting us again for our annual meeting.  We welcome again our Keynote Speaker Jeff Mortimer, Chief Investment Strategist for BNY Mellon.   It will be interesting to see Jeff’s model again and compare it to last year’s presentation.  You may have seen Jeff on CNBC or Bloomberg TV or other news stations as a key advisor. 

Jeff Mortimer

Director of Investment Strategy
BNY Mellon Wealth Management

 

Jeff Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 25 years of experience in the financial services industry.

He is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron's, Fortune, Bloomberg and CNBC.

We are looking forward to this year’s meeting with great enthusiasm and hope to see you there!  Please let us know if you have any questions.   Please RSVP your attendance to mcquistonrf@bluetreecapital.com no later than Friday, July 5, 2019