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Event Description
  

​725 Baker Street
Costa Mesa, CA 92626

1/29/2020 6:00 PM1/29/2020 8:00 PM

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Join us for an exclusive whiskey tasting, an abundance of delicious hors d'hoeuvres, a fun atmosphere, and great company. Mesa signature cocktails available in lieu of whiskey tasting; (2 tokens for one signature cocktail or wine tasting, or 1 token for one house beer, one wine, or standard whiskey drink, e.g. whiskey and soda).


  
2/7/2020 12:00 AM2/7/2020 1:00 AM

​Final Written Report Due

  

​The Pacific Club
4110 MacArthur Boulevard
Newport Beach, CA 92660

2/26/2020 5:00 PM2/26/2020 8:00 PM

​JEFF ROSENBERG, CFA Managing Director BlackRock:  In a world where uncertainty continues to grow on the economic outlook for the US and yields across the globe continue to be historically low, Jeff will share his views on the economy and impact for fixed income investors.


BEN MANDEL Economist J.P. Morgan Asset Management:  Ben will present an overview of current macro views and tactical positioning in J.P. Morgan’s global multi-asset portfolios, with a focus on which equity markets are preferred in 2020.

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Jeffrey Rosenberg, CFA, Managing Director, leads active and factor investments for mutual funds, institutional portfolios and ETFs within BlackRock’s Systematic Fixed Income (“SFI”) portfolio management team. In this role he serves as a member of the SFI Investment and Executive Committees and as a senior portfolio manager for a number of our investment products including the Systematic Multi-Strategy fund. Mr. Rosenberg’s service with the firm dates back to 2011, when he joined the Fundamental fixed income group as Chief Investment Strategist for fixed income. In 2016, this role transitioned into the BlackRock Investment Institute, where he helped develop BlackRock’s strategic and tactical views on sector allocation within fixed income, currencies and commodities.

Prior to joining BlackRock, Mr. Rosenberg spent nearly 10 years at Bank of America Merrill Lynch as the Chief Credit Strategist coordinating strategy across all fixed income, securitized assets, credit, FX and commodities. Mr. Rosenberg earned a Master of Science degree in Computational Finance from Carnegie Mellon, a BA in Mathematics from the University of Minnesota, and a BA in Finance from the University of Wisconsin.

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Benjamin R. Mandel is an economist in Multi-Asset Solutions at J.P. Morgan Asset Management in New York. As a member of the Global Multi-Asset Strategy team, he formulates tactical asset allocation views based on analysis of the global economy. He is also currently an adjunct professor at Columbia University’s School of International and Public Affairs, teaching a class in international trade. Ben’s academic research has been published in leading scholarly journals, including: American Economic Review, American Economic Journal: Macroeconomics, American Economic Journal: Economic Policy, Quantitative Finance and the Journal of Economic Perspectives.

Prior to joining J.P. Morgan, Ben was a member of the Global Economics team at Citi Research and, prior to that, an economist in International Research at the Federal Reserve. He holds a Ph.D. in Economics from the University of California, Davis, and a B.Sc. in  Applied Economics from Cornell University.







  

​TBD

2/28/2020 12:00 PM2/28/2020 5:00 PM

TBD​

  

​Chapman University
Beckman Hall
1 University Drive
Orange, CA 92866


2/28/2020 12:00 PM2/28/2020 7:00 PM

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Please join us for the CFA Institute Research Challenge in Orange County. This is the annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.

The winning university team from each local competition advances to one of the three regional competitions.

The regional and global competitions are hosted by CFA Institute in the Americas; the Asia Pacific; and the Europe, Middle East, and Africa regions. The winning teams from each regional competition advance to the Global Final, where one team emerges as the global champion.

12:00 – 1:00 pm     Research Challenge Check-in
  1:00 – 4:30 pm     Company Presentations
  4:30 – 5:30 pm     Networking Reception
  5:30 – 7:00 pm     Dinner and Presentation
                               •  Welcome
                               •  Presentation, Brian Foerster, CFA
                               •  Awards

No registration or R.S.V.P. is necessary to attend and observe the competition. But registration IS REQUIRED to attend the dinner following the competition. Please CLICK HERE to attend the dinner, speaker presentation, and the awards ceremony.

Approach to Growth Investing: 
          Age of Innovation
 
Investors who are missing the enormous gains in innovation growth stocks are asking themselves if there are better approaches to equity investing in the age of innovation. We will discuss how momentum — both operating and price — has been a crucial ingredient in identifying successful companies and their stocks.
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BRIAN FOERSTER, CFA, drives investment and market insights for Lord Abbett’s growth and international equity capabilities, and articulates timely information regarding portfolio positioning and market outlook for internal and external audiences, including financial advisors, high-net-worth individuals, consultants and institutions.  Mr. Foerster also participates in equity product development and actively monitors industry activity to ensure Lord Abbett is offering competitive solutions to meet the needs of our clients and prospects.

Mr. Foerster began his career at Lord Abbett in 2012. Prior to joining Lord Abbett, he served as Capital Market Strategist for Invesco, Ltd., where he worked closely with financial institutions to identify customized investment solutions. He also worked as an Investment Analyst with ING Investment Management. He has been in the financial services industry since 1995.

Mr. Foerster earned a BA in economics and English from Boston College and is the holder of the Chartered Financial Analyst® (CFA) designation

  
4/20/2020 12:00 AM4/21/2020 11:59 PM

​TBD

  
4/22/2020 12:00 AM4/22/2020 11:59 PM

​TBD