HighMark Capital Management, Inc. is an SEC-registered investment advisor with nearly $16 billion in assets under management. Since 1919, HighMark and its predecessors have been managing institutional separate account portfolios for a wide variety of for-profit and non-profit organizations, public agencies, public and private retirement plans, and personal trusts of all sizes. HighMark is a wholly-owned subsidiary of MUFG Union Bank, N.A.
Timothy Davidson, CFA
Tim joined HighMark in 2008. As an Equity Portfolio Manager and Senior Equity Analyst, Tim actively manages HighMark's equity portfolios. Tim leads the Core Value strategy, a long-only equity portfolio with an emphasis on attractively valued companies. He specializes in Healthcare and Finance for HighMark's central research team which manages many strategies including value, growth, core, and dividends. Tim began his career in 2002 working as a Senior Associate and Credit Analyst at Sanford C. Bernstein and TIB the Independent BankersBank. Prior to joining HighMark, Tim worked in the equity research department of Nuveen Investments. He holds an MBA from UCLA's Anderson School of Management and a Bachelor's in Business from Abilene Christian University. In addition, Tim 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 or graduate student, and/or a candidate in the CFA Program located in the Orange County area and would like to learn more about the investment profession and capital markets from the top experts in the industry, register for this event today. Please head to the CFA Society Orange County website (www.cfasociety.org/orangecounty) to register, as students will be admitted on a first come, first served basis!
If you have any questions about the event or the Host-A-Student program, feel free to e-mail Finbar O'Brien or Greg Battistone at HostAStudent@cfaoc.org. If you register for this event and are unable to attend, please inform us as there may be other students who wish to attend. Professional attire (business casual) is required.