Meeting/Event Information

Please join us as we welcome Mr. Joseph Ferrara, Gateway Investment Advisers, LLC's Investment Strategist. 

Registration begins at 11:45 a.m. and the presentation and buffet lunch begin at 12:00 at NCR Country Club, 4435 Dogwood Tr. in Kettering. Anyone interested in investing is welcome to attend. CFAs, CFPs, and CPAs may be eligible for 1 hour of continuing education credit. 

Registration is open now and closes at 5:00 p.m. on January 6th. 

About the Speaker

Joseph Ferrara joined Gateway in 2022 and is the firm's Investment Strategist. Based in Boston, Mr. Ferrara is responsible for assessing capital market trends and working with clients and prospects to explain the investment process and positioning of low volatility equity equity strategies and the role they can play in portfolio construction.

Prior to joining Gateway, Mr. Ferrara was Vice President and Investment Strategist at Natixis' investment platform. During this time, Mr. Ferrara focused his expertise on global equity markets and non-traditional fixed income strategies.  Previously, Mr. Ferrara's experience included institutional investment consulting, relationship management, and research roles at Meketa Investment Group and Wellington Management Company. Mr. Ferrara began his career as a sell-side trader on the floor of the New York Stock Exchange. 

Mr. Ferrara joined the investment industry in 2007 and earned his Master and Bachelor of Science degrees from Bentley College. 

About Gateway

Gateway's investment approach has focused on stability, risk-adjusted performance, and long-term growth since its founding in 1977. Our options-based strategies benefit from a persistent implied volatility risk premium, which can support cash flow generation and reduce risk. With an extensively experienced investment management team, Gateway can offer versatile solutions able to be employed in a variety of portfolio applications and may potentially enhance and equity portfolio, diversify fixed income allocations, or offer a liquid and transparent component to an alternative program.