Investment Series, Part 1: 'TAX ADVANTAGED EQUITY STRATEGIES'
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Virtual Investment Series, Part 1
TAX ADVANTAGED EQUITY STRATEGIES
Tuesday, February 4, 2025
RSVP through this easy Link, which requires no sign-in!
Our Wharton Club friends invite all Harvard alumni to their upcoming lunch hour virtual program, where you will learn about some very interesting new investment strategies and ideas!
The Wharton Club of Houston is proud to present a 2-part virtual investment series in partnership with Morgan Stanley Investment Management. Both sessions are standalone topics meant for a strong start to 2025 investing. Please feel free to attend either session, or both! The virtual educational series are free - but for planning purposes, you will need to RSVP so that they can get a headcount and send you the Zoom link ahead of time.
The two sessions are:
- Tuesday, February 4, from 12-1pm (Zoom): Tax-Advantaged Equity Strategies
- Tuesday, March 25, from 12-1pm (Zoom): Private Credit / Alternatives and What a Trump White House Means For You
{Hosted by Wharton Club of Houston}
LEARN MORE ABOUT THE PROGRAM SPEAKER, ANDREW WIGINTON
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Andrew Wiginton
Our speaker for February 4 is Andrew Wiginton, Executive Director of Eaton Vance Distributors, Inc., part of Morgan Stanley Investment Management (MSIM).
Andrew is a regional director for the firm’s warehouse sales team, marketing Eaton Vance, Parametric, Atlanta Capital, Calvert and MSIM products in East
Texas (Houston). He joined Eaton Vance in 2018. Morgan Stanley acquired Eaton Vance in March 2021. Andrew began his career in the investment management
industry in 1999. Before joining Eaton Vance, he was a regional director at Wells Fargo Asset Management. Previously, he worked at Van Kampen Investments.
Andrew earned a B.B.A. from the University of Houston.