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2018 May Quarterly Program
Maggiano's Little Italy Bellevue
10455 NE 8th St
Bellevue, WA 98004
United States
(425) 519-6476

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Thursday, May 17, 2018, 11:30 AM - 3:00 PM PDT
Category: Events

Mark Your Calendar for the May Quarterly Program

Gain access to local and global insights about financial news and trends by attending FPA Quarterly meetings. Join us this May to take a break from the office and have a light lunch with colleagues while learning something new. Learn more about the sessions and speakers below.


Registration Rates:

Members: $55
Non-Member: $70
Board Member: $27.50


Sessions & Speakers: 


Stewart Martin
of Active Index Advisors will share the impact taxes can have on investments and the techniques that can be applied to maximize after-tax returns.

Stewart is a Senior Vice President and Portfolio Specialist at Natixis Global Asset Management – US Distribution. Stewart is responsible for working with the field distribution team focused on establishing relationships in the Western United States. As an Active Index Advisors® Portfolio Specialist, he serves as a conduit between distribution and portfolio managers. Prior to joining Natixis, he served as an external wholesaler with the Davis Funds. Mr. Martin received his BA in political science from the University of Kansas and is Series 7, 24, and 31 licensed.

Stewart's session is designed to educate participants on the impact taxes can have on investments and the techniques that can be applied to maximize after-tax returns. The course also compares and contrasts the taxation of different investment vehicles, and looks at the effects of higher tax rates put in place for 2013 and beyond.

Learning Objectives Include: 

  • Understand tax results of investing
  • Discuss how taxes may impact mutual fund investments
  • Compare and contrast common investment vehicles


David Morris
is the Chief Technology Officer for CyberSecurity for the State of Washington Office of CyberSecurity.

The Washington State Office of Cyber Security was created in 2015 in response to ever-increasing threats to individual privacy, infrastructure stability, and preserving the continuity of commerce in the event of a cyber-attack. The office is a part of Washington Technology Solutions (WaTech), the state agency responsible for central information technology services and policy for all state agencies. David manages the Computer Emergency Readiness Team (CERT), Cyber Threat Intelligence Program (CTIP), and Digital Forensics Services (DFS). These teams provide proactive cyber defense, network assessments and incident response for organizations on the State of Washington government network. This group is comprised of professional cyber incident responders, forensics experts, and code analysts. Together they form a focal point for reporting, containment, and recovery of cybersecurity incidents.