The Milestone Financial Group At Morgan Stanley Proudly Presents The S.T.A.R. INVESTOR’S CONFERENCE

Monday, February 13, 2023 1:00 - 5:00 pm Art Ovation Hotel | 1255 N Palm Ave, Sarasota, FL 34236

FORUM TOPICS:

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• Timely Ideas for Today’s Market Environment

• Alternative Investment Insights - Equity, Credit and Hedge

• Differentiated Strategies in Private Real Estate

•

• The Millennial Economy

Come learn what is happening in today’s marketplace.

Seating is limited. CALL TODAY! 941.714.7931

The Investment Forum is for investors defined by the Securities and Exchange Commission (SEC) as Qualified Purchasers (an individual with $5 Million or greater in investments).

The Investment Forum is for investors defined by the Securities and Exchange Commission (SEC) as Qualified Purchasers (an individual with $5 Million or greater in investments).

FEATURED SPEAKER: Robert C. Doll, CFA

Managing Director, Senior Portfolio Manager, Chief Equity Strategist

Bob is a managing director, senior portfolio manager and chief equity strategist at Nuveen. Bob manages seven portfolios, including large caps and alternatives. He is a highly respected authority on the equity markets among investors, advisors and the media. As the author of widely followed weekly commentaries and annual market predictions, Bob provides ongoing, timely market perspectives.

FEATURED SPEAKER: Ned Davis

Senior Investment Strategist, Ned Davis Research

Prior to joining the firm, Bob held similar roles at other large asset management firms, including serving as chief equity strategist at Blackrock, president and chief investment officer of Merrill Lynch Investment Managers and chief investment officer of Oppenheimer Funds, Inc. Bob graduated with a B.S. in Accounting and a B.A. in Economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and holds the CFA designation from the CFA Institute.

Top Strategists and Portfolio Managers from:

Ned Davis, Senior Investment Strategist, founded Ned Davis Research Group (NDRG), in 1980. Ned has been professionally involved in the stock market for over 40 years. While arguing that forecasting reliably (“Being Right”) is impossibly difficult, he espouses a philosophy that he feels can consistently win (“Make Money”) through a disciplined strategy of following the weight of objective indicator evidence. Because he also believes flexibility (ability to adapt) is crucial, Ned Davis Research Group also produces many sentiment indicators warning investors to be wary at crowd extremes and helping them to be open-minded about potential trend changes. A self-proclaimed risk manager, Ned dedicates his research to avoiding major mistakes, cutting losses short, and letting profits run.

Ned is the author of Being Right or Making Money and The Triumph of Contrarian Investing. He has been the subject of numerous featured interviews in Barron’s and has been a featured guest many times on the late Lou

Wall is widely quoted by various media and sources. Ned

Week.

Top Strategists and Portfolio Managers from:

Event courtesy of John Vita, Morgan Stanley Financial Advisor, with local office at 1401 Manatee Ave W, Bradenton, FL 34205. The guest speakers are neither employees nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the guest speakers are solely their own and do not necessarily reflect those of Morgan Stanley. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions as Morgan Stanley and its Financial Advisors do not provide tax/legal advice. There will be no discussion of, or distribution of written materials relating to, specific products or investments at this presentation. Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Principal value and return of an invest-ment will fluctuate with changes in market conditions. This presentation is for informational purposes only and is not to be considered a solicitation on our part with respect to the purchase or sale of any securities, investments, strategies or products that may be mentioned. The organizations represented by the speakers provided financial support for this Forum. Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. CRC5410564 1/23

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