GREATER NEW JERSEY ESTATE PLANNING COUNCIL

Continuing Education Credits:

2.0 credits NJ Insurance (#88896973) A Capital Markets & Economic Outlook for 2015 and Beyond

2.0 credits CFP Program ID:  “Capital Markets and Economic Outlook for 2015 and Beyond” (Program ID 217720)

2.0 credits NJ CPE: Capital Markets Economic Outlook for 2015 and Beyond

NJ CLE 2.0 credits This program had been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0  hours of total CLE credit. Of these, 0.00 qualify as hours of credit for ethics/professionalism, and 0.00 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law. 

Registration Opens/Networking 11:30am

Lunch Begins 11:45am

Presentation Begins 12:00 Noon

Presentation Concludes (approximately) 1:45pm

Biography - Paul Robertson 

Paul Robertson is a Senior Portfolio Manager and a member of Bernstein’s Private Client Investment Policy Group. He joined the firm in 1998 as a research associate and became a research analyst in 2000. In 2004 Robertson was appointed Senior Portfolio Manager and joined the Private Client Investment Policy Group. Between 2007 and 2009 he was also a member of the Alternative Investments team. Previously, he worked as a consultant for McKinsey & Co., Inc.; as a portfolio manager and quantitative analyst for Commonwealth Funds Management, an Australian funds manager; and as an economist for the Australian government. Robertson earned a bachelor’s degree in economics from the University of Melbourne, a law degree from the Australian National University and an MBA from Cornell University.