48th Annual Investor Conference

An Introduction to the Key Factors of Estate Planning

You & your guest are invited to Chase Investment Counsel

48th Annual Investor Conference


Free to invitees and guests

Hybrid Zoom option will be available for the presentations.

RSVP by September 22, 2021


Conference Schedule


Main Dining Room 5pm – 6pm Cocktail Reception
Ballroom 6:05pm – 6:10pm


Jennifer King, CEO & Director | Chase Investment Counsel

6:10pm – 6:45pm

A Technical Look at the Stock Market: What is Happening Now and What Might be on the Way

Michael Kahn, CMT, Senior Market Analyst at Lowry Research

6:45pm – 6:55pm Break
6:55pm – 7:30pm

Looking Around the Corner: Evaluating Companies for Future Success

Nik Modi | Managing Director | RBC Capital Markets

7:30pm – 8:00pm

Investing Now for the Long Term

Peter W. Tuz, President, Director & Portfolio Manager, Chase Investment Counsel

Buck Klintworth, Senior Vice President & Portfolio Manager

Clay J. Sefter, Vice President & Assistant Portfolio Manager

Derwood S. Chase, Jr., Founder & Chairman Emeritus, Chase Investment Counsel

Questions & Answers Chase Investment Counsel Staff available following the conference.


Michael Kahn Senior Market Analyst | Lowry Research

Michael Kahn, CMT, is a Senior Market Analyst at Lowry Research with over 30 years of professional experience as an analyst, writer, educator and product manager. Before joining Lowry’s, he wrote a twice-weekly column on Technical Analysis for Barron’s, as well regular articles for MarketWatch, Kiplinger, and many others. He researched and edited his own daily market letter, and contributed to a weekly options webinar with Ally Invest. Before that, he was Chief Market Technician at BridgeNews.

Michael has been a frequent guest on Nightly Business Report, Fox Business and CNBC. He also was a frequent presenter at the Money Show, Trader’s Expo, and American Association of Individual Investors (AAII) symposiums. He is active in the CMT Association as a member of the Board of Directors, Editor of the association newsletter, and Chair or Member of several committees.

Michael holds an MBA in Finance from New York University and a BA in Physics and Economics from Brandeis University.

Nik Modi Managing Director | RBC Capital Markets

Nik Modi is a Managing Director at RBC Capital Markets, where he has  responsibility for coverage of Beverage, Household Personal Care, Packaged Food and Tobacco industries. The companies under Nik’s coverage total  over $1 trillion in combined market value.

Nik has consistently been ranked as one of the top analysts across the consumer  space by Institutional Investor’s All Star Analyst Survey. He has also been top rated  across various analyst polls, including the Wall Street Journal, Fortune and Forbes.

Covid Note:

• Vaccinated guests are not required to wear masks, but we urge you do so.
• Everyone is encouraged to be vaccinated though proof of vaccination will not be required.
• Unvaccinated guests are required to wear masks.
• Chase Investment Counsel Corporation will attempt to keep 3–4 feet distancing between individuals during the presentations for the comfort of guests.

We appreciate your understanding should the environment change and further adaptations are necessary.