Join us for a luncheon and educational panel discussion on July 18th.
Gilbert & Cook Portfolio Manager, Brandon Grimm, will moderate our panel of professionals as they discuss the 2019 economic outlook, the current state of the market and their expectations covering a broad range of economics from both public and private equity to agriculture. Lunch will be provided.
Meet our Panelists
Chris Cook, CPA, CFA
Chief Investment Strategist Gilbert & Cook, Inc.
As one of the owners of Gilbert & Cook, Inc., Chris has lead responsibility for client investment strategy and implementation. His strength is in portfolio construction and the design process of overall asset allocation. Client education and understanding are key tenets to that investment process.
Prior to joining the Gilbert & Cook team, Chris helped grow and manage a multi-billion dollar asset management firm for more than ten years.
Chris earned a bachelor’s degree in accounting from the University of Northern Iowa and soon after passed the Certified Public Accountant (CPA) exam. He also holds the Chartered Financial Analyst (CFA) designation. As a current member of both the Iowa Society of CPAs and the CFA Institute, Chris has pledged to uphold the code of ethics in both disciplines.
President, BCC Advisers
President and Co-Founder of BCC Advisers, Steven Jacobs specializes in assisting shareholders and managers identify and accomplish business transfer, corporate finance and business planning objectives.
With over 35 years of experience in the financial services industry, structuring and negotiating transactions and advising companies on financial matters, Mr. Jacobs works with business owners in a variety of industries and markets worldwide.
Prior to founding BCC Advisers in 1990, Mr. Jacobs had a 13-year career with Bankers Trust Company providing commercial, real estate, and consumer lending as a Senior Officer, as well as managing the retail banking division. Mr. Jacobs earned his B.S. and M.B.A. from Drake University. He is a licensed Iowa Real Estate Broker and a Registered Representative with StillPoint Capital, LLC, licensed to deal in securities relating to business transfer, capital markets, corporate finance, limited partnerships and private placements
Dr. Keri Jacobs
Economist, Iowa State University Extension
Dr. Keri L. Jacobs is the Iowa Institute for Cooperatives Economics Endowed Professor, an associate professor, and extension economist in the Department of Economics at Iowa State University. She received a B.A. in economics and business administration from Coe College in 1996 and a Ph.D. in economics from North Carolina State University in 2010.
In her role at ISU, she is an undergraduate educator, researcher, and extension specialist with a focus on cooperatives. In her extension capacity, Jacobs’ provides education and content to cooperative boards, management and other co-op stakeholders. The extension programming is designed to enhance the effectiveness of cooperative organizations and support their efforts in managing sustainable organizations by building capacity in human capital and providing sector financial analysis
Please join us to celebrate our new Gilbert & Cook home! We are hosting an Open House reception from 8:00 AM - 10:00 AM, with a Ribbon Cutting Ceremony to take place at 8:30AM.
If you have not already done so, please RSVP to Cara Shindler before March 29th by using the RSVP button below, or email firstname.lastname@example.org
Join us in congratulating long-time team members, Megan Rosenstiel, Brandon Grimm and Jerit Tripp, as new Gilbert & Cook shareholders. A celebration will take place in their honor.
4:00 PM - 7:00 PM on Wednesday, October 3rd at Embassy Club West (520 Market St. West Des Moines, IA 50266)
Guests are welcome to this open house reception. Please RSVP in advance to Cara Shindler at email@example.com
College may be the second largest purchase in your lifetime. What's your strategy?
College funding goes to those who know the most about the process today. You may think you know how it works. But the reality is, things have changed since you last looked, and it could cost you.
Join national college-search expert, Cozy Wittman, for must-know details on how to navigate the complicated college process.
- Avoid common mistakes in college selection.
- Know what questions you should be asking of every college before you apply - questions that others don't ask until it's too late.
- Understand what financial factors contribute to your FAFSA and determine your family "need".
- Expel myths that lead families to believe they won't qualify for college aid.
- Learn where the bulk of scholarship and grant money actually comes from.
- Strategize how to maximize your financial award.
This seminar is complimentary. Drinks and dessert will be provided.
Share this event with your family, friends, co-workers, school clubs, or anyone with a student in high school. Guests are welcome!
Please RSVP to Cara Shindler by calling 515.270.6444 or email firstname.lastname@example.org
Date: Thursday, September 13th 2018
Time: 7:00 PM - 9:00 PM
Location: WineStyles of West Des Moines - 5515 Mills Civic Pkwy #120, WDM IA. 50266
Join our panel of professionals as they discuss the current state of the market and look forward to their expectations in both the public and private marketplace. Gilbert & Cook Portfolio Manager, Brandon Grimm, will moderate as our panel of professionals discuss the 2018 economic outlook, along with recent changes and events.
· 11:30 AM - Networking & Arrival
· 12:00 PM - Lunch & Panel Discussion
· 12:45 PM - Questions & Answers
· 1:00PM - Event Concludes
Space is limited. Please RSVP by Monday, July 2nd to Cara Shindler at email@example.com.
If you are unable to join us in person, a podcast recording will be available on our website after the event.
Disclosure: This event is for informational purposes only. Mr. Lohmeier and Mr. Kellenberger are not affiliated with Gilbert & Cook, Inc. Gilbert & Cook, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Gilbert & Cook, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Gilbert & Cook, Inc. unless a client service agreement is in place.
Join us for a Ladies Night at Jasper Winery on Wednesday, March 28th. Our friends at Jasper Winery will lead us in a wine tasting, while we create confidence through education on investment basics and other important financial matters. We invite you to join us in this opportunity to network with other women, share laughs over wine and learn about the information you need to make better financial decisions. Regardless whether you are a beginner or experienced investor, all are welcome. This night will bring together women who desire to take charge of their financial future, expand their knowledge, and build their confidence regarding money and wealth.
This is a no cost and no obligation event will be led by Gilbert & Cook's female Advisers, Linda Cook, Marlis Gilbert & Megan Rosenstiel. Please feel free share this event and bring a friend.
We request that you please RVSP , as space is limited. To RSVP for you and your guests, call Cara Shindler at 515.270.6444 or email firstname.lastname@example.org
JASPER WINERY - 2400 George Flagg Pkwy, Des Moines, IA 50321
This workshop is designed to help women take the next step, no matter where they are in the process of untying the knot. Second Saturday deals with the legal, financial, family, and personal issues of divorce in a logical, yet compassionate way. With the guidance of trained professionals, workshop participants will gain a greater understanding of the confusing divorce process.
Course taught by Marlis Gilbert, MS, CFP®, ADPA®, CDFA™ and Katie Gallo, Family Law Attorney.
Second Saturday is a community service sponsored in partnership by West Des Moines Community Education and Gilbert & Cook, Inc. Pre-registration is required. $35
Registration can be completed online at www.wdmcs.org/commed/take-a-class or call WDMCS Community Education at 515-633-5001.