PMI Local - Phoenix, AZ
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PMI Local - Phoenix, AZ

When: Jan. 15, 2020
4:00 - 6:00 pm
Where: The Biltmore Hotel
2400 E Missouri Ave
Phoenix, Arizona  85016
United States
Contact: PMI Staff

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Join PMI for a Peer to Peer Event.

This is an intimate event intended to foster conversation, idea sharing and learning about a variety of financial and PM topics.

Every PM has a question to ask another PM and every PM has an answer to share. When you attend an invitation-only PMI Peer to Peer event, you get the input of the talented Portfolio Managers sharing how they are dealing with their clients, teams, portfolios and practices. An event that extends Peer to Peer Learning from the PMI Annual Forum, where you can learn from fellow Morgan Stanley peers who understand the unique challenges you face in the PM business.” 

Date: January 15, 2020

Time: 4:00 pm - 6:00 pm

Speaker: Lance Humphrey, CFA, Victory Capital

Education Partner: Victory Capital

Location:  The Biltmore Hotel
2400 E. Missouri Ave. 
Phoenix, AZ 85016

Lance Humphrey, CFA

Portfolio Manager

Lance Humphrey is a portfolio manager for the VictoryShares and Solutions team. In this role, he has co-managed the Cornerstone Strategy, Global Managed Volatility, First Start Growth, and Total Return Strategy portfolios since March 2016. 

Mr. Humphrey joined USAA in August 2007. Prior to becoming a portfolio manager, Mr. Humphrey was a research analyst for the Global Multi-Assets Team, focusing on asset allocation research, quantitative investment strategies, risk management, and manager research. 

Mr. Humphrey graduated from Texas State University with a B.B.A. in Finance. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of San Antonio.