David Wertheim, Sr. Portfolio Mgr., Invesco; Merrill Ross, Compass Point; Michael Joyce, Amer. Real Estate Partners: "Real Estate Investing"

  • The Washington Association of Money Managers
    • Wednesday,, February 19, 2019
      • 6:00 PM Sign-in & Reception, drinks & hors d'oeuvres, Networkingmoneyaroundtheworldimage
      • 6:30-7:45 PM - Program
      • 7:45-8 PM - Networking
  • Location: Zenger Room, National Press Club

   Click here to RSVP!Wharton Club Members & Guests are invited to attend.

 

davidwertheim

  • ***David Wertheim is a Senior Client Portfolio Manager focused on real asset securities. In this capacity, he works with Invesco’s real assets investment management team, serving as its representative to clients and prospects.
  • Mr. Wertheim began his career in 2000 and joined Invesco in 2018. Prior to joining Invesco, he was a senior client portfolio manager for real assets, commodities and equities with Deutsche Asset Management.
  • Mr. Wertheim earned a BBA from George Washington University with a dual concentration in international business and marketing
  • merrillross***Merrill Ross joined Compass Point as a Managing Director and Senior Research Analyst covering equity REITs. Ms. Ross has over 29 years’ experience as a sell-side analyst covering financial and real estate stocks.

 

 

 

 

  • ***michaeljoyceMichael Joyce is Senior Vice President, Acquisitions at American Real Estate Partners (AREP). Michael joined AREP in 2011 and is responsible for sourcing, underwriting, diligencing, financing and closing new acquisitions.

 

Advance Pay RSVP Fee: $35 members, $55 non-members