On November 3rd, Charlie Wolpoff, our Director Of Financial Planning & Research, and Joe Henninger, one of our Financial Planning Associates, attended the Davis Funds’ 2017 Advisor Investment Forum in New York City. Portfolio Managers Chris Davis & Danton Goei, who manage the Davis New York Venture Fund, discussed their thoughts on the last year, and expectations for the future. Chris and Danton presented several sessions, such as Building Long-Term Wealth: Lessons from 60 Years on Wall Street, and Global Market Outlook & Four Investment Themes for the Coming Decade. Charlie and Joe also joined Davis for their open Q&A session, where they discussed management succession planning, and the structure and focus of Davis’ broad team of analysts. Attending conferences of this type held by our strategists is just one aspect of The Kelly Group’s ongoing investment due diligence process. Pictured from left to right are Joe, co-Portfolio Manager Danton Goei, and Charlie.