EVENT DETAILS
DATE
Thursday,
October 15, 2026
SCHEDULE
5:30 PM
Cocktail Reception
6:30 PM
Dinner & Presentation
LOCATION
Palm Beach Gardens Marriott
4000 RCA Boulevard
Palm Beach Gardens, FL 33410
ATTIRE
Business Casual
No shorts
AN EVENING DESIGNED TO INFORM AND INSPIRE
At Center for Asset Management, we believe some of the best conversations happen outside the office.
Our Annual Market Education Dinner brings together clients and invited guests for an evening of timely investment perspectives, meaningful discussion, and exceptional dining. Whether markets are reaching new highs or navigating periods of uncertainty, our goal is to provide thoughtful insights that help you stay informed and confident in your financial decisions.
We look forward to sharing another memorable evening with you.
Featured Guest Speaker
Roberto Fatta, Associate ETF Strategist, First Trust
Roberto is an Associate ETF Strategist with over 20 years of investment experience. In his role, Roberto provides in-depth analysis and commentary related to ETF investing, including tracking industry trends and communicating ETF strategies to financial professionals. Roberto is a contributor to the First Trust ETF Data Watch, the First Trust Investment Insights blog, and the quarterly Inside First Trust ETFs newsletter. He is also an analyst on the First Trust Small Cap Core team.
Prior to joining First Trust, Roberto was an Analyst at Morgan Stanley Investment Management for eight years, where he was responsible for growth-oriented domestic and international equities. Prior to that, Roberto was an equity research associate at William Blair for 11 years and was responsible
for the Health Care Services and Pharmaceutical Outsourcing sectors.
Roberto holds a BBA in Finance and a BBA in International Business from Loyola University Chicago. He holds the FINRA Series 7, 63, and 65 licenses.
Bio source: First Trust
WHAT TO EXPECT
Cocktail Reception
Three-Course Dinner
Market Outlook & Economic Perspectives
Investment Strategy Discussion
Opportunity for Questions & Conversation
RESERVE YOUR SEAT
We look forward to welcoming you for an evening of market insights, meaningful conversation, and exceptional dining.
KINDLY RESPOND BY SEPTEMBER 28, 2026.
This private event is reserved for Center for Asset Management clients and invited guests. Seating is limited.
