Month: December 2014

December 17, 2014
Blockbuster Christmas Season Cocktail Party

We had a blockbuster event with more than 160 attendees at our Cocktail Party. The event featured an open bar and delicious food provided by Palmer’s Market. The Blue Notes entertained us with a medley of Christmas and Holiday songs. A great time was had by all.

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Speaker – January 28, 2015
Mark Luschini, Chief Investment Strategist of Investment Strategy Group at Janney Montgomery Scott LLC, will speak about his 2015 Outlook

MarkLuschini_2012Mark currently serves as the Chief Investment Strategist for Janney Montgomery Scott LLC. In this capacity he is responsible for establishing the firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies best suited to satisfy the goals and objectives of individual and institutional clients. He also establishes the firm’s asset allocation models used for portfolio construction and financial planning. Additionally, he directs Parker/Hunter Asset Management, the firm’s discretionary investment management division.

Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $3 billion, with approximately $2 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded products and mutual funds.

He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees. In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income and asset allocation strategies under its advisory.

Mark has spent more than twenty-five years in the investment industry interfacing with both current and prospective clients. He utilizes that experience to speak on topics related to investment planning and asset management at seminars and conferences.

His comments and written articles have been circulated in numerous publications ranging from the Pittsburgh Post-Gazette and the Philadelphia Inquirer to the New York Times, Barron’s, USA Today, Financial Times, Wall Street Journal, Money magazine and Worth. He has appeared in various media outlets including CNBC, Bloomberg Television, CNN, Fox Business News and PBS’s Nightly Business Report. He is a Trustee for Janney Montgomery Scott’s Pension & Profit Sharing Plan.

Arranged by Alex Garnett

Speaker – January 21, 2015
Les de Villiers will speak about his recent visit with the gorillas on both the Rwandan and Ugandan side of the Virunga Mountains


Two Silverbacks ignoring each other in Rwanda

Having seen most everything Africa has to offer by way of wildlife during numerous safaris, De Villiers undertook this trip see why other seasoned safarists are so smitten with these endangered primates.

After visiting with chimpanzees several times in Tanzania before, he was hardly prepared for what turned out to be a life-changing experience. De Villiers will share his experiences and will show a selection of pictures as well as a short video of his encounters.

Safari consultant Les de Villiers grew up in a farming district in the Great Karoo region of South Africa where he learned to appreciate nature. Horse riding, hunting and playing rugby were rites of passage. His hunting days came to an abrupt end in the seventies when he found his trigger finger trembling with a huge kudu bull in the sight. He fired a shot in the air, sold his rifles and bought a good camera. He has been shooting many meters of film before the advent of digital photography and now enjoys the luxury of picking through gigabytes of material gathered during safari trips.

After a diplomatic career that involved negotiations with decision makers and heads of state in Africa, Europe and the United States he moved to New York in the late seventies to become vice-chairman of a management consulting firm and subsequently established his own company. He runs a publishing firm, specializing in Africa books, and a boutique safari operation.

He has a doctorate in economic history and has written more than a dozen books on economics, politics, conservation and travel.

A self-declared safari addict and enthusiastic conservationist, De Villiers travels to wildlife sanctuaries in Africa several times year for his fix while checking out properties. For several years he has been arranging customized safaris for clients in the United States together with a team of carefully selected associates in Africa.

Arranged by Alex Garnett


Speaker – January 14, 2015
Steve Roach, author of “Unbalanced: the Codependency of the U.S. and China”, will speak about the economic dynamics of the relationship between these two superpowers.

roach_stephenStephen Roach is a Senior Fellow at Yale University’s Jackson Institute of Global Affairs and a senior lecturer at Yale School of Management.

He was formerly chairman of Morgan Stanley Asia and the firm’s chief economist for the bulk of his 30-year career at Morgan Stanley, heading up a highly regarded team of economists around the world.

His current teaching and research program focuses on the impacts of Asia on the broader global economy. At Yale, he has introduced new courses for undergraduates and graduate students on the “The Next China” and “The Lessons of Japan.” His writing and research also addresses globalization, trade policy, the post-crisis policy architecture, and the capital markets implications of global imbalances.

Stephen Roach has long been one of Wall Street’s most influential economists. His work has appeared in academic journals, books, congressional testimony and has been disseminated widely in the international media. Roach’s opinions on the global economy have been known to shape the policy debate from Beijing to Washington.

His most recent book, Unbalanced: The Codependency of America and China (Yale University Press, 2014) lays bare the pitfalls and the opportunities of the current China-U.S. economic relationship.

Prior to joining Morgan Stanley in 1982, Mr. Roach served on the research staff of the Federal Reserve Board and was also a research fellow at the Brookings Institution. He holds a PhD in economics from New York University.

Arranged by Tom Lom

Speaker – January 7, 2015
Jack Cavanaugh, acclaimed author, will speak about his new book, “Mr. Inside and Mr. Outside: World War II, Army’s Undefeated Teams, and College Football’s Greatest Backfield Duo”.

Mr. Inside & Mr. OusideHeisman Trophy winners Glenn Davis and Felix Blanchard—renowned during their playing days at West Point as “Mr. Inside and Mr. Outside”—were the best-known college football players in the country between 1944 and 1946, and Army was the nation’s top-ranked team under legendary coach Red Blaik.

Cavanaugh takes readers through the Black Knights’ three consecutive National Championship seasons, including the 1946 “Game of the Century” between Army and Notre Dame, the only college game to date to have included four Heisman Trophy winners.

Cavanaugh also examines the impact the war had on Army’s success—because its players were already considered to be in the military and thus deferred from active duty while students at West Point, Army featured many outstanding high school and prep school players in those years. A unique look at the changes that took place in sports and almost every aspect of American life in the wake of World War II, this book a must-read for fans of college football and military buffs in addition to Army fans.

Arranged by Alex Garnett

September 18, 2014
Bus Trip to Locust Grove and Storm King

The trip to visit Locust Grove, the home of Samuel F. B. Morse, and the Storm King Art Center with a gourmet lunch at the Canterbury Brook Inn was an outstanding success. Thanks to Mel Klugman for his effort in organizing the trip and special thanks to Mel for treating the group to their first glass of wine.

 Locust Grove

Overlooking the Hudson River in Poughkeepsie New York, the 200-acre Locust Grove Estate includes an Italianate villa designed in 1851 for artist and inventor Samuel F. B. Morse by architect A. J. Davis.

Begining in 1895 new owners William and Martha Young redecorated the mansion with their vast collection of art and antiques, and added new gardens.  Mr. and Mrs. Young’s daughter, Annette, lived at Locust Grove until 1975, preserving the estate essentially as her parents had used it.  Today Locust Grove, with miles of carriage roads, landscaped grounds, historic gardens and Hudson River views, is an independent not-for-profit museum and nature preserve established by Annette Innis Young.

Inside the historic mansion, step back in time to the early years of the 20th century; the Young family’s collection of Hudson River School paintings, early 19th-century American furniture, and personal possessions are still in place after more than a century.



Storm King Art Center

Widely celebrated as one of the world’s leading sculpture parks, Storm King Art Center has welcomed visitors from across the globe for fifty years. It is located only one hour north of New York City, in the lower Hudson Valley, where its pristine 500-acre landscape of fields, hills, and woodlands provides the setting for a collection of more than 100 carefully sited sculptures created by some of the most acclaimed artists of our time.

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Chef and Owner Hans Baumann serves authentic Swiss and American Cuisine nightly from Tuesday through Saturday. Now approaching it’s 20th year in the historic location, Canterbury Brook Inn offers diners traditional Swiss Cheese Fondue, Wienerchnitzel, Bratwurst with Rosti, all artfully crafted in a quaint country setting. From the rustic dining room, dark wood beamed European tap room, multiple fireplaces or the ‘al fresco’ patio overlooking the Idlewild Brook diners find an ambiance suitable to all seasons.

Speaker – December 3
Bob Mazzone will speak about the CT Challenge and the CT Challenge charity Bike Ride


The CT Challenge mission is to empower cancer survivors to live healthier, happier and longer lives. In 2012, programs funded by the CT Challenge impacted the lives of over 54,000 cancer survivors.

Bob_MazzoneBob Mazzone,  Chief Operating Officer, leads operations for the CT Challenge and the CT Challenge charity Bike Ride that finances the bulk of all programming.

Prior to joining the CT Challenge in 2006, Bob spent 20 years in sports, event and promotional marketing at organizations including Golf Digest, the Major League Baseball Players Association and ISL Marketing. A graduate of Harvard College with a concentration in Biology, he is a resident of Darien, CT, where he lives with his wife, Kim, and their two daughters.