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2018 November Quarterly Program | 3 CFP Credits
Hilton Garden Inn - Downtown Seattle
1821 Boren Ave
Seattle, WA 98101

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Tuesday, November 27, 2018, 11:00 AM - 3:00 PM PDT
Category: Events

Register for the November Quarterly Program

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

Registration Rates:

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

Registration is now closed. Walk-ins welcome.


 10:45 AM - 11:20 AM  Registration and Networking
 11:20 AM - 11:30 AM  Welcome and Sponsor Message form Triton Pacific Securities, LLC
 11:30 AM - 12:30 PM  Washington and US Economic Outlook 
 12:30 PM - 12:50 PM  Lunch Served
 12:50 PM - 1:50 PM  Investing in Private Capital 
 1:50 PM - 2:00 PM  Break 
 2:00 PM - 3:00 PM  Washington State College Savings Plan

Thank You to Our Meeting Sponsor

Sessions & Speakers: 

Session Descriptions:

Stephen Lerch will be giving a comprehensive overview of the economy for Washington State and the greater U.S. over the past year as well as forecasts for the coming year. A variety of economic statistics covering economic growth, employment trends, migration into and out of the state, wage trends, housing price trends, construction activity, and exports of state-produced goods, as well as state tax receipts and forecast state revenues will be presented in easy-to-understand slides. The WA State information will be integrated with the outlook for the U.S. economy as a whole. The presentation will be timely, using the latest numbers from the department's analysis to come out shortly before the presentation date. The presentation is highly informative for advisors and their clients.

This session has been approved for 1 hour of CFP CE credit.

Dana Goldstein will present an overview of private capital (including private equity) investments. This will include a review of the size of the private investment universe relative to publicly-held companies and the factors involved in companies deciding to remain private. We will define the various types of private capital investments including how private capital funds raise money from investors and how acquisition deals are structured. We will also review private capital investments as a distinct asset class with non-correlated risk and reward characteristics for investors.

This session has been approved for 1 hour of CFP CE credit.

Lucas Minor, the director of Washington's 529 college savings program will provide an overview of our state's college savings plans including the GET prepaid tuition plan and the 529 investment plan DreamAhead. He will cover 529 plan basics and the Washington-specific plans, including changes put in place by the state legislature like the recent "rollout" offer for some GET plan owners. He will end with up-to-date information for the coming year including further legislative actions. A Q&A period will follow.

This session has been approved for 1 hour of CFP CE credit.


Speaker Bios:

Stephen Lerch is the executive director of the Washington State Economic and Revenue Forecast Council. Previously, he has worked as an economist and researcher on public finance and health care issues in government (U.S. Congress, Joint Committee on Taxation; Washington State Department of Revenue) and the private sector (HCIA-Sachs/Solucient). He has also previously served as an interim director for the Economic and Revenue Forecast Council. Steve most recently, he held the position of Research Director at the Washington State Investment Board. He has a Ph.D. in economics from Johns Hopkins University.

Dana Goldstein rejoined Levine Leichtman Capital Partners in November 2017 as a Managing Director of Investor Relations. She was previously with the firm in a similar capacity from 2015 through April 2016. Ms. Goldstein is focused on Levine Leichtman Capital Partners’ relationships with its Limited Partners, product development, and marketing and communication for the firm’s structured equity and credit strategies. Ms. Goldstein was previously Head of Investor Relations for Breakwater Management, a Los Angeles-based private debt investment manager, and held investor relations and business development roles with Guggenheim Partners and Avenue Capital in New York. Previously, she served as an Associate at Morgan Stanley in Equity Research covering the restaurant industry. Ms. Goldstein earned a BSBA, magna cum laude, from Washington University’s Olin School of Business.

Lucas Minor is the director of the Washington College Savings Plans, which includes the Guaranteed Education Tuition (GET) program, and the newly established DreamAhead College Investment Plan. The Washington Student Achievement Council administers both plans and Lucas has been with the Council for the last six years.