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WP&BC Denver: March Luncheon: Economic Update

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Date and Time

Monday, March 30, 2026, 11:30 AM until 1:00 PM

Location

Innovest, Inc., First Floor Conference Room
7979 East Tufts Ave
Denver, CO  80237
USA

Event Contact(s)

Bridget Davidson

Category

Continuing Education

Registration Info

Registration is required before Sunday, March 29, 2026 at 12:00 PM
Payment In Full In Advance Only

About this event

March Luncheon: Economic Update

Monday, March 30, 2025
11:30 AM to 1:00 PM (boxed lunch included)

11:30 AM: Networking
12:00 PM to 1:00 PM: Program

Please note: the deadline to register is12:00 PM on March 29, 2026.

Innovest, Inc.

7979 East Tufts Ave
First Floor Conference Room
Denver, CO 80237

Join us for our annual economic update, where Sloan Smith will help us understand the current economic outlook. We expect an exciting and lively discussion about the current economic trends and how that may impact on you, your company, and your clients. Enjoy a boxed lunch while gaining valuable knowledge to stay ahead.

Speaker: Sloan Smith
Principal and Director, Innovest

Sloan is a Principal and Director at Innovest and a member of the firm’s Investment Committee, where he contributes to investment research, due diligence, and portfolio strategy. He serves as a consultant to institutions and families, advising on asset allocation and manager selection across market cycles.

Sloan is a Principal and Director at Innovest and a member of the firm’s Investment Committee, where he contributes to investment research, due diligence, and portfolio strategy. He serves as a consultant to institutions and families, advising on asset allocation and manager selection across market cycles.

As Director of the Due Diligence Group, Sloan leads the sourcing, evaluation, and ongoing monitoring of investment managers and strategies. His work integrates quantitative and qualitative analysis to assess performance, understand return drivers, and evaluate risk across traditional equity and fixed income investments, as well as alternative strategies including hedge funds, private equity, and real estate.

Prior to joining Innovest, Sloan was a Senior Consultant at Northern Trust in Chicago, where he reviewed client portfolios, oversaw valuation and pricing procedures, and developed automated risk-management tools. Earlier in his career, he was a Senior Risk Analyst at Alphametrix, a hedge fund platform, conducting manager due diligence and producing customized risk reports for investors. He began his career as an equity options trader at Simplex
Investments, implementing arbitrage strategies in public markets.

Please note: For the March event we will meet in the building’s first floor conference room. Address is 7979 East Tufts Ave. You can park in front of the building which is free guest parking. Coming through the front of the building you will walk past the elevators and it is the room on the right. 

 

 

Chapter members: $40
Non-members: $60
Boxed lunch included


Join us in thanking our sponsors!

Number of People Who Will Attend

Any Non-Member *
$60.00
* This can be your primary registrant type. Only one primary registrant type is allowed per registration.
Register Now

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