Some great seminars and a return to Toledo

Hello again everybody!

Danny and I have recently finished our fifth week here in Madrid.  In this post I want to write about two highlights (one work-related and one not) of my trip so far and then end with a special note.

Last Sunday I had the opportunity to visit the host family I stayed with when I studied abroad in Toledo through Notre Dame’s OIS during summer 2011.  I have stayed in contact with them since my stay in Toledo and it was really great to see them again.  We had good conversation and ate a delicious homemade paella for lunch.

One of the highlights of my work with Morningstar is the ability I have to attend various investment seminars here in Madrid.  These seminars have been hosted by firms including J.P. Morgan Asset Management and Deutsche Asset and Wealth Management.  Most times, a few of my coworkers from Morningstar accompany me at these seminars, which have provided me with great opportunities to listen to professionals talk about some of their funds and the ideas they have.  Just this past Friday, I attended a seminar given by Allianz Global Investors, which was especially interesting.  One of the talks was about risk management and I was able to look at a part of the talk through a mathematical lens, which as a math major interested in investing was very relevant for me.

Finally, I’d like to include a special note in this post.  The few details of my internship I’ve mentioned in this post and my previous one would not have been possible without the SIBC’s support.  Furthermore, the SIBC would not exist today if not for Mr. Frank Potenziani, founder of the organization.  As we approach the 25th anniversary of the SIBC, I would like to express my gratitude both to Mr. Potenziani and the SIBC for providing me with the wonderful opportunity to take part in a summer internship here in Spain!

I’ll have another post up in a few weeks.  I hope everyone is enjoying their summer and has a happy Fourth of July!

Note: The three pictures below are as follows: one of my host family from Toledo and me, one of the city gate in Toledo, and one of Danny and me after cooking up some hamburgers in our apartment.

Bernie Gray



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