Upcoming Events

Title	Start Time	End Time	Event Description
Global Macro Update with Marvin Loh of State Street Global Markets	9/30/2020 12:00 PM	9/30/2020 1:00 PM	In the wake of a global pandemic and unprecedented monetary and fiscal response, Marvin Loh of State Street Global Markets looks to chart a path forward using unique data sets in investor flows and positioning, media sentiment, online inflation, and market fragility, to provide an outlook on an array of topics including: Fed policy, debt issuance, corporate defaults, as well as broader prospects for fixed income, FX, and equity markets. Click here to register Speaker: Marvin Loh Mr. Marvin Loh is a senior global market strategist within the multi-asset research team at State Street Global Markets. Within this team, Mr. Loh is primary responsibility is to leverage State Street's proprietary institutional behavior, risk, and inflation metrics to monitor market developments and formulate their impact on global currency markets. Mr. Loh is a frequent commentator in the financial press, radio shows, and TV business programs. Over the last 20 years Mr. Loh has done extensive work focusing on FX, rates, IG, HY, and equity markets. He obtained his Bachelor of Science and MBA degrees from New York University, Stern School of Business.
Tearing Down The Pink Wall: Members of Barron’s Most Influential Women in Finance 2020	10/6/2020 4:30 PM	10/6/2020 6:30 PM	Speakers Erin Browne, Managing Director, PIMCO Jane Buchan, PhD, CAIA, Chief Executive Officer, Martlet Asset Management Katy Sherrerd, PhD, Partner, CEO, Research Affiliates Investment Perspectives from a Group of the Most Influential Women in Investing A Discussion of Investment Strategies and Careers Moderated by Consuelo Mack, host of Public Television’s WealthTrack A rare opportunity to hear from some of the nation’s best and brightest investors, whose firms collectively manage over $2 Trillion in assets. Join us for this informative conversation! *Provided by*
WAMS - How to Position Portfolios Post-Elections	10/14/2020 1:30 PM	10/14/2020 2:30 PM	How to Position Portfolios Post-Elections October 14 \| 1:30 PM PDT Libby Cantrill is a managing director and head of public policy for PIMCO. In her role, she coordinates the firm’s response to public policy issues and analyzes policy and political risk for the Investment Committee. She is a frequent contributor on CNBC and Bloomberg. Libby will provide PIMCO’s outlook for the 2020 election, expectations for the policymaking environment in a post-COVID world, and importantly, the potential impact of politics on investment portfolios and the economy. CFAOC WAMS Series.pdf Speaker Libby Cantrill, Managing Director, PIMCO Ms. Cantrill is a managing director and the head of public policy for PIMCO. In her role, she helps to coordinate the firm’s response to public policy issues and analyzes policy and political risk for the firm’s Investment Committee. She is also a member of the firm’s Americas Portfolio Committee. Additionally, she is the co-head of PIMCO’s New York Office and is a founding member of PIMCO Parents and PIMCO Women. Prior to joining PIMCO in 2007, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley. She has 16 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. Ms. Cantrill is a CFA charterholder and a regular contributor to Bloomberg and CNBC. She is also a member of the Council on Foreign Relations. A Fireside Chat Ben Phillips, Founder and Chief Investment Office of EventShares and MarketDesk Research Ben Phillips is the Founder and Chief Investment Officer of EventShares and MarketDesk Research. MarketDesk provides institutional-quality investment research for a fraction of the cost of peers. Previously, Ben was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett. Ben is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri. He is currently the Programs Chair of CFA Society of Orange County.
WAMS - Disruption in Wealth and Asset Management	11/11/2020 1:30 PM	11/11/2020 2:30 PM	Disruption in Wealth and Asset Management November 11 \| 1:30 PM PDT Providing sound retirement planning advice has been based on several wellestablished rules including retirement spending needs, timing the transition from work to retirement, and the recommended account order for both tax-efficient savings and withdrawals. This session will be a comprehensive discussion highlighting the latest retirement research from JPMorgan on the what, why and when these rules may need to be broken. CFAOC WAMS Series.pdf Speaker Katherine Roy, Chief Retirement Strategist, JP Morgan S. Katherine Roy, CFP®, Managing Director, is Chief Retirement Strategist for J.P.Morgan Asset Management. In this role, Katherine is responsible for delivering timely retirement-related insights to intermediaries and clients. Focused on the retirement landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with employers and individuals through all life stages. Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics. Prior to joining the firm, Katherine was Head of Personal Retirement Planning & Advice at Merrill Lynch where she led strategy and innovation in retirement income solutions for individuals, and the retirement planning, advice and guidance programs available to integrated benefits plan participants. A Fireside Chat Ben Phillips, Founder and Chief Investment Office of EventShares and MarketDesk Research Ben Phillips is the Founder and Chief Investment Officer of EventShares and MarketDesk Research. MarketDesk provides institutional-quality investment research for a fraction of the cost of peers. Previously, Ben was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett. Ben is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri. He is currently the Programs Chair of CFA Society of Orange County.
WAMS - 2021 Market Outlook	12/16/2020 1:30 PM	12/16/2020 2:30 PM	2021 Market Outlook December 16 \| 1:30 PM PDT Join us for the closing session as we invite all panelist back to discuss a 2020 market outlook and what to expect for the coming year. CFAOC WAMS Series.pdf Speaker Jay Jacobs, Head of Research & Strategy, Global X ETFs Having joined Global X in 2013, Jay leads the firm’s research team, which originates the firm’s unique insights on the markets and ETFs. He also guides the planning and development of the firm’s strategic direction. Jay is a frequently cited expert in the financial media, including CNBC, Bloomberg, and The Wall Street Journal. Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE), in the ETF and Indexing Group, where he helped to launch hundreds of ETFs on the NYSE Arca trading platform. Jay holds a BA from Emory University in International Studies and an MBA from Columbia Business School. He is also a CFA charterholder. Follow Jay on Twitter:@JayJacobsCFA Libby Cantrill, Managing Director, PIMCO Ms. Cantrill is a managing director and the head of public policy for PIMCO. In her role, she helps to coordinate the firm’s response to public policy issues and analyzes policy and political risk for the firm’s Investment Committee. She is also a member of the firm’s Americas Portfolio Committee. Additionally, she is the co-head of PIMCO’s New York Office and is a founding member of PIMCO Parents and PIMCO Women. Prior to joining PIMCO in 2007, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley. She has 16 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. Ms. Cantrill is a CFA charterholder and a regular contributor to Bloomberg and CNBC. She is also a member of the Council on Foreign Relations. Katherine Roy, Chief Retirement Strategist, JP Morgan S. Katherine Roy, CFP®, Managing Director, is Chief Retirement Strategist for J.P.Morgan Asset Management. In this role, Katherine is responsible for delivering timely retirement-related insights to intermediaries and clients. Focused on the retirement landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with employers and individuals through all life stages. Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics. Prior to joining the firm, Katherine was Head of Personal Retirement Planning & Advice at Merrill Lynch where she led strategy and innovation in retirement income solutions for individuals, and the retirement planning, advice and guidance programs available to integrated benefits plan participants. A Fireside Chat Ben Phillips, Founder and Chief Investment Office of EventShares and MarketDesk Research Ben Phillips is the Founder and Chief Investment Officer of EventShares and MarketDesk Research. MarketDesk provides institutional-quality investment research for a fraction of the cost of peers. Previously, Ben was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett. Ben is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri. He is currently the Programs Chair of CFA Society of Orange County.