Nottingham Advisors

Please join us in congratulating Peter Kazmierczak, CFP®, Senior Portfolio Manager. He has attained his CFP® certification, the standard in financial planning, and has been authorized by CFP Board to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks.

Join Timothy D. Calkins, CFA, for the Portfolio Summits - Carolinas RIA Summit on April 23rd at The Ballantyne, A Luxury Collection Hotel, Charlotte in , NC.

Timothy will be participating in the 3:00 PM Rethinking Fixed Income Investment Strategies panel.

An insightful discussion about rates, inflation, traditional fixed-income investment strategies, and innovative solutions for hedging against market downturns. Our panelists offer practical insights and actionable strategies to help investors navigate the complexities of fixed-income investing in today's opportunistic environment.

Moderator:
Paul Nolte, CFA, Senior Wealth Advisor & Market Strategist, Murphy & Sylvest Wealth Management

Panelists:
Timothy D. Calkins, CFA, Co-Chief Investment Officer, Nottingham Advisors
Matthew Dunleavy, Director – Product Specialist, Principal Asset Management
John Magrath, Partner, Head of Distribution and Product Specialist, TwentyFour Asset Management LLP

Carolinas RIA Summit - Portfolio Summits The third annual Carolinas RIA Summit is a one-day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout the Carolinas. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over four hours of networking.