Post on 30-Apr-2018
NewsLETTER 2 N. Tamiami Trail Suite 1100 Sarasota, FL 34236
2nd Quarter 2017
Morgan Stanley
The Schwartzbaum Group at Morgan Stanley
Investors Forum
2017
Thank you!
Another successful
Investors Forum is in the
books, we greatly appreciate
everyone who attended.
Your participation is what
makes this event special,
and we could not do it
without you. Each year, we
strive to create a
comprehensive program of
topics that interest and
inform you.
*Mark your calendar for
Investors Forum 2018
January, 18th 2018
Strategy Session
� Look out for your
postcard in the mail.
We urge you to
schedule your “Strategy
Session” with The
Schwartzbaum Group.
� Free Shredding for any
in-office Strategy
Session!
Website
The Schwartzbaum Group
now has a new and
improved website!
You will always find up to
date market information
on our website.
Go and check it out!
www.morganstanleyfa.com/
schwartzbaumgroup
Join our Monthly Seminars
� Impact Investing Join Judith
Schwartzbaum in our discussion on
Impact Investing! What values make
companies the best in their field? What
impact do corporate decisions have on
society, the workplace, labor issues, and
increasing profits?
� Monthly Roundtable Join
Thomas Urfer to hear the latest updates
on the market from Morgan Stanley's
Global Investment Committee.
Call Lindsey for details at 941-364-7428.
Interesting Articles
Balancing Risks: Big Data & Consumer Privacy
http://www.morganstanley.com/ideas/big-
data-consumer-privacy
Michael Wilson- Morgan Stanley Wealth
Management
On Wednesday, April 12, 2017 Chief
Investment Officer Michael Wilson hosted the
Global Investment Committee Monthly
Investment Perspectives call/webcast
(https://morganstanley.webcasts.com/viewer
/event.jsp?ei=1142908 )to discuss the current
market conditions and outlook.
Morgan Stanley Smith Barney LLC. Member SIPC CRC 1769854