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EVENTS

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EVENTS

May 10, 2018

Medicus and Polish-American Business Club (PABC) cordially invite you to participate at the presentation:

"Investing in a "New Normal": Greater Market Volatility and Healthcare as an Asset Class in itself", to be held on Thursday, May 10, 2018 at 6.30 at Kosciuszko Foundation, 15 E. 65th Street, between Madison Avenue and Fifth Avenue. Refreshments will be served during the meeting.  RSVP by May 7th at info@medicussociety.org.

Here is a list subjects to be discussed:

  1. A brief refresher on some financial concepts, definitions and the basic principles of investing.
  2. Less known retirement fund options, which can be particularly useful for private medical practices and for small business owners.
  3. Recent stock market volatility and Stifel Strategists’ opinion about the market’s potential behavior in the future.
  4. An asset allocation dilemma in a “New Normal”, i.e. a more volatile market environment.
  5. Healthcare as an Asset Class in itself.
  6. Q & A

RSVP by May 7th at info@medicussociety.org


Mariola B. Haggar

Director/Investments 

 

 

 

 

EDUCATION 

  • Master of Public Health, Columbia University 
  • Bachelor of Arts, Cornell University 

LICENSES 

  • Series 7, General Securities Representative 
  • Series 66, Investment Advisor Representative 

EXPERIENCE 

Mariola joined Stifel in 2015 through Stifel’s acquisition of Barclays Wealth and Investment Management, Americas. She started her career in investment banking, followed by 16 years as a sell-side analyst covering biotechnology, pharmaceutical, medical device, and healthcare services companies with such Wall Street firms as Kemper Securities, Salomon Brothers, and Deutsche Bank. Subsequently, she served as a fund manager of two healthcare equity funds: Haggar Concord Partners L.P. (long-fund hedged with options) and Angelo, Gordon & Co. Long/Short Healthcare L.P. She now manages the Healthcare Equity Portfolio Strategy at Stifel (started at Barclays Wealth and Investment Management, Americas). 

MEMBERSHIPS 

  • The New York Society of Security Analysts (NYSSA) 
  • Cornell University Alumni Association 
  • New York Athletic Club (NYAC) 
  • Several charitable organizations 

PHILOSOPHY 

Using fundamental bottom-up research with the goal of identifying attractive companies, Mariola practices a flexible, opportunistic, and value-conscious investment approach for her clients.

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