CFA Society Orange County Foundation
The Host-a-Student program is proud to announce:
HighMark Capital Management
For nearly 100 years, HighMark Capital Management, Inc. (HighMark) and its predecessors have been committed to delivering a comprehensive and disciplined approach to active investment management by upholding our three core values: prudent risk management, highly interactive client dialogue and objective based investing. Today HighMark manages over $16 billion in U.S equity and fixed income strategies for a variety of individual and institutional clients; including: Corporate retirement plans, Corporate cash portfolios, Taft-Hartley plans, Public agencies, Hospital funds, Insurance companies, Foundations and Endowments.
Main Speaker: Timothy Davidson, CFA
Tim joined HighMark in 2008. As a Senior Equity Analyst, Tim actively covers and researches stocks for HighMark’s equity portfolios, focusing on healthcare and finance companies. Tim began his career in 2002 working as a Senior Associate and Credit Analyst at Sanford C. Bernstein and TIB. Prior to joining HighMark, Tim worked in the equity research department of Nuveen Investments. Tim holds a BA from Abilene Christian University and an MBA from UCLA’s Anderson School of Management. In addition, Timothy is a CFA charterholder and is an active member of the CFA Societies of Los Angeles and Orange County.
If you are currently an undergraduate, graduate or CFA student in the Orange County/Los Angeles area and would like to learn more about the investment profession and capital markets from the top experts in the industry, register for this great event today. Students will be admitted on a first come first served basis!
If you have any questions about the event or Host-a-Student, feel free to e-mail Charles Worden and Finbar O'Brien at CFAOCHAS@gmail.com
. If you register for this event and are unable to attend the event, please inform us as there may be other students who wish to attend. Professional attire (business casual) is required at a minimum.