Autonomous systems, drones, and AI are reshaping the U.S. defense landscape. This session explores how those shifts may influence public market opportunities, portfolio design, and thematic investment analysis. Portfolio managers and financial advisors will gain a clearer understanding of the forces driving change, where opportunity may be emerging, and how to discuss the market relevance of defense innovation, national security, and geopolitical risk with greater confidence.
Join us at GROVE for a luncheon featuring Joe Gomes, CFA, Senior Generalist Equity Analyst at Noble Capital Markets. With deep experience in equity research and a long-standing focus on the small- to mid-cap market, Joe brings a thoughtful perspective on the forces influencing companies, investors, and market behavior.
Beyond the program, the luncheon offers an opportunity to connect with colleagues across the investment community, exchange ideas, and enjoy conversation in a relaxed setting. Whether you come for the market perspective, the professional camaraderie, or both, the event is designed to bring people together around timely insights and meaningful connection.
To help the event run smoothly and respect everyone’s time, please review the entrée selections below before completing your registration.
Event Schedule
11:30 AM – Arrival, check-in, and networking
11:55 AM – Guests invited to be seated
12:00 PM – Welcome and luncheon service
12:30 PM – Featured program begins
1:20 PM – Program concludes
Space is limited for this luncheon. Once all available seats have been reserved, a waiting list will be created, and openings will be offered in the order requests are received.
Continuing Education
An application for continuing education has been submitted to CFP Board.
Entrée Selections
Herb Chicken
with wild rice pilaf, demi-glace, and roasted broccoli
Zucchini Pasta
Zucchini noodles with mushrooms, marinara, spinach, olive oil, and garlic