Presents Special Guest Bob Doll

Lessons Learned During Covid

Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO), bringing his 41 years of industry experience to guide the investment process and serve as portfolio manager for multiple largecap strategies. Bob is a regular guest and contributor to multiple media outlets such as CNBC, Bloomberg TV, Moneywise, and Fox Business News. Previously he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen and Blackrock, President
and Chief Investment Officer at Merrill Lynch Investment Managers, and Chief Investment Officer at Oppenheimer Funds, Inc.

Bob graduated from Lehigh University with a B.S. in Accounting and a B.A. in Economics. He later went on to earn an M.B.A. from the Wharton School of the University of Pennsylvania.

Bob dedicates his time as choir director at his local church and also serves on a number of boards including the Alliance of Confessing Evangelicals, Word of Life Fellowship, New Canaan Society, Kingdom Advisors, National Christian Foundation, Gordon Conwell Theological Seminary, The Lausanne Movement, Movement.org, Cairn University, and the Princeton Healthcare System.

ITINERARY
4:30-5:00 Registration and Networking
5:00-5:45 Welcome and Dinner
5:45-6:45 Speaker Bob Doll
6:45-7:00 Concluding Remarks