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, CFACFA 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.
2021 Market OutlookDecember 16 | 1:30 PM PDTJoin 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.
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
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