|12/3/2020 4:00 PM||12/3/2020 5:00 PM|
Join us for an engaging and interactive virtual experience with colleagues and industry peers. Learn more about volunteer opportunities in Orange County while enjoying some friendly competition. From history to pop culture and current events, any questions are game! Prizes will be awarded to the top players with the most points.
About Matt Magill, CFA
CFA Society Orange County Volunteer Chair
Vice President, Owl Rock Capital
Matt Magill is the current chair of the Volunteer Committee for CFA Society Orange County. Matt is a Vice President at Owl Rock Capital Partners working on the Investor Relations and Business Development team. In his role Matt is responsible for leading the West coast RIA and family office channel. Prior to joining Owl Rock, Mr. Magill was a Vice President in the Private Client Group division at Pacific Investment Management Company (PIMCO) from 2013 to 2020. Preceding PIMCO, Mr. Magill began his career as a Regional Consultant at Lord Abbett & Co. from 2011 to 2013. Mr. Magill earned a B.S. degree from the Stern School of Business at New York University with a double major in Finance and International Business.
|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 panelists back to discuss a 2020 market outlook and what to expect for the coming year.
Jay Jacobs, Head of Research & Strategy, Global X ETFs
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
Katherine Roy, Chief Retirement Strategist, JP Morgan
A Fireside Chat
Ben Phillips, Founder and Chief Investment Office of EventShares and MarketDesk Research
Ben Phillips is the Chief Investment Strategist at Savoie Capital, a family office RIA based in Newport Beach. Savoie specializes in options-based yield strategies, portfolio overlays, concentrated hedging, and thematic growth portfolios. The firm also helps families simplify complex family office structures through transparent and liquid investment vehicles.
Previously, Ben was Chief Investment Officer at EventShares, one of the first government policy-based investment firms. EventShares identified changes in government policy and invested based on actions in Washington D.C., which can be a powerful leading indicator for investment returns. Ben is also a founder and Managing Director of the actionable market insights firm, MarketDesk Research.
Prior to founding EventShares, Ben was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. He has also 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 and is currently on the Board of Directors for CFA Society Orange County.