Presented By
PETER BADEN
Chief Investment Officer
Genoa Asset Management
“Rotary and the Revolutionary ETF”
Peter is the Co-Founder of the U.S. Benchmark Series, and Co-Portfolio Manager of the funds.
Additionally, Peter is the Chief Investment Officer and Portfolio Manager for Genoa Asset Management, a subidiary of F/M Investments, managing over $600 million in taxable and tax-exempt bonds.
Peter has over 25 years of investment management experience, encompassing portfolio management, credit analysis, and mergers & acquisitions.
Previously, Peter worked at Pacholder Associates (now JP Morgan high yield), where he managed money market assets in multiple portfolios, and designed and developed proprietary portfolio systems for distressed companies, collateralized bond obligations, and legal settlement pools.
Mr. Baden earned a Bachelor degree in Business Administration in Finance from the University of Cincinnati and an Associate of Science degree in Computer Technology/Computer Systems Technology from Miami University of Ohio. Mr. Baden is a CFA charter holder.
LOCATION: Hall of Mirrors
RSVPs are required to attend, whether you are eating lunch or not, so if you would like to attend please click HERE by 5:00 p.m., Monday, September 5, 2022 or contact [email protected].
Regular Entree – Grilled Chicken breast with creamy polenta, roasted broccolini & charred lemon sauce.
Vegetarian Entree – Penne prima vera.
Salad Entree – BBQ Chicken salad with seasonal greens, bbq glazed chicken breast, tomatoes, roasted corn & tomato vinaigrette.
*all entrees can be served gluten free at member’s request to [email protected].
