Investment Series, Part 1: 'TAX ADVANTAGED EQUITY STRATEGIES'


Date and Time
Tuesday, February 4, 2025
12:00pm— 1:00pm
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Location
Virtual
Contact
Sarah Dong

Virtual Investment Series, Part 1

TAX ADVANTAGED EQUITY STRATEGIES
Tuesday, February 4, 2025

Please join us during your lunch hour and munch away as you learn about some interesting new investment strategies and ideas with fellow Wharton alums! 

Based on popular demand, the Wharton Club of Houston is proud to present a 2-part virtual investment series in partnership with Morgan Stanley Investment Management. Both sessions are standalone topics meant for a strong start to 2025 investing. Please feel free to attend either session, or both! As always, our virtual educational series are free - we just ask that you RSVP so that we may get a headcount and send you the Zoom link ahead of time. Please RSVP through this easy Link, which requires no sign-in! 

The two sessions are: 

  1. Tuesday, February 4, from 12-1pm (Zoom): Tax-Advantaged Equity Strategies
  2. Tuesday, March 25, from 12-1pm (Zoom): Private Credit / Alternatives and What a Trump White House Means For You

 

 Meet Our Speaker


    Andrew Wiginton

Our speaker for February 4 is Andrew Wiginton, Executive Director of Eaton Vance Distributors, Inc., part of Morgan Stanley Investment Management (MSIM).
Andrew is a regional director for the firm’s warehouse sales team, marketing Eaton Vance, Parametric, Atlanta Capital, Calvert and MSIM products in East
Texas (Houston). He joined Eaton Vance in 2018. Morgan Stanley acquired Eaton Vance in March 2021.  Andrew began his career in the investment management
industry in 1999. Before joining Eaton Vance, he was a regional director at Wells Fargo Asset Management. Previously, he worked at Van Kampen Investments. 
Andrew earned a B.B.A. from the University of Houston.


Map & Directions

Virtual

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