Click on "Events Calendar" Above for 2015 Meeting Dates
Our Next Lunch Meeting will be on March 10, 2015 (Tues) at the Plaza Club, 20th Floor
11:30 am - Buffet Lunch
Noon - Announcements & Program
Click here to register.
Speaker: Kelly Correll, CIMA® -- Regional Sales Director
Franklin Square Capital Partners
Prior to joining Franklin Square, Kelly was with Hines Real Estate Investments, where he served
advisors in Southern California and Hawaii. He brings his experince in early seed venture capital, corporate
finance and residential mortgage backed securities. Kelly is a graduate of North Dakota State University
where he earned BS in Finance. Kelly resides in San Diego, CA.
Topic: Business Development Companies: Alternative Strategies for
This program wil include the evolution of BDCs, explain the types of BDC investments and the
basics of senior secured loans. A recap of the portfolios of institutional vs. individual investors; how
disappearing banks create opportunity; private and small public U.S. companies; BDC compliance limits;
regulatory requirements, tax treatment; performance fees; mutual funds vs. BDCs.
Accepted for -1- CFP® CE Credit (Program id: 200465)
-1- CPA CE Credit
Cost: $35 for FPA Members who are not lunch participants
$45 for Guest (includes lunch)
Make check payable to FPA of Hawaii -- no credit card accepted.
Deadline for Registration: March 6, 2015 (Friday)
Questions, call 808-394-3451.
2015 Officers & Directors
President -- Stacia Murray, CFP®, CRPC
President Elect -- Julie Kiwada
Secretary -- Geal Talbert, CFP®, CLU, ChFC
Treasurer -- Mauricio Santos, CRPS
Directors: Wai Kee Chan, CFP® -- Christina Cotten, CFP® -- Guy Fujishige, CFS, CRPC,
Percy Ihara -- Julie Inouye, CFP® -- Jeffrey Ling, CFP® -- Jared Yuen, CFP®
Chair of the Board - Jodie Duvall, CFP®
FPA of Hawaii is registered with the Hawaii State Board of Public Accountancy as a sponsor of continuing professional education. Complaints regarding registered sponsors may be addressed to:
Hawaii State Board of Accountancy, PO Box 3469, Honolulu, HI 96810
FPA Members: You may create your own login account on the home page under Member Login.
On this page and others on the FPA of Hawaii website, live 'links” to other internet addresses can be accessed. Such external internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of the FPA of Hawaii. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by the FPA of Hawaii.
Sponsor of the Month
Mahalo to Our February 2015