CIO Discussion: Economic Outlook and Market(s) Forecast
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Part 1 of 10 in our First Wednesdays: The Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here.
A private discussion about the how the economy should influence your portfolio management, with two great minds in the investment industry.
Jeffrey J. Sherman, CFA | Jeffrey Sherman joined DoubleLine in 2009. He participates on the Fixed Income Asset Allocation Committee and is a portfolio manager for derivative-based and multi-asset strategies. Prior to DoubleLine, he was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. Mr. Sherman assisted in developing real-asset strategies for TCW and was a portfolio manager overseeing several commodity funds. Prior to TCW, he was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. Mr. Sherman holds a BS in Applied Mathematics from the University of the Pacific and a MS in Financial Engineering from the Claremont Graduate University. He is a CFA charterholder.
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Christopher J. Wolfe, CFP, CFA | Christopher Wolfe is the Chief Investment Officer for the Private Banking and Investment Group at Merrill Lynch Wealth Management. In this role, he works closely with research analysts and portfolio managers to provide investment leadership and guidance on asset allocation and portfolio construction to the firm's Private Wealth Advisors, Financial Advisors and their clients. Wolfe also serves as Head of Global Customized Solutions, with responsibility for working closely with the firm's investment leaders in Europe, the Mideast, Africa, Latin America and Asia to coordinate and leverage the expertise of Merrill Lynch Global Wealth Management.
Chris has more than two decades of industry investment experience. Before assuming his current roles, most recently he was the Head of Investment Strategy for Rockefeller Financial. Chris also served as a partner and portfolio manager at Dover Management LLC, where he was responsible for managing a large-cap U.S. equity mutual fund and a U.S. equity hedge fund. Prior to joining Dover, Chris was Head of Global Equities at JP Morgan's Private Bank from 1997 to 2004. From 1991 to 1997 he was a portfolio manager at Lincoln Capital in Providence, Rhode Island.
A private discussion about the how the economy should influence your portfolio management, with two great minds in the investment industry.
Jeffrey J. Sherman, CFA | Jeffrey Sherman joined DoubleLine in 2009. He participates on the Fixed Income Asset Allocation Committee and is a portfolio manager for derivative-based and multi-asset strategies. Prior to DoubleLine, he was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. Mr. Sherman assisted in developing real-asset strategies for TCW and was a portfolio manager overseeing several commodity funds. Prior to TCW, he was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. Mr. Sherman holds a BS in Applied Mathematics from the University of the Pacific and a MS in Financial Engineering from the Claremont Graduate University. He is a CFA charterholder.Christopher J. Wolfe, CFP, CFA | Christopher Wolfe is the Chief Investment Officer for the Private Banking and Investment Group at Merrill Lynch Wealth Management. In this role, he works closely with research analysts and portfolio managers to provide investment leadership and guidance on asset allocation and portfolio construction to the firm's Private Wealth Advisors, Financial Advisors and their clients. Wolfe also serves as Head of Global Customized Solutions, with responsibility for working closely with the firm's investment leaders in Europe, the Mideast, Africa, Latin America and Asia to coordinate and leverage the expertise of Merrill Lynch Global Wealth Management.Chris has more than two decades of industry investment experience. Before assuming his current roles, most recently he was the Head of Investment Strategy for Rockefeller Financial. Chris also served as a partner and portfolio manager at Dover Management LLC, where he was responsible for managing a large-cap U.S. equity mutual fund and a U.S. equity hedge fund. Prior to joining Dover, Chris was Head of Global Equities at JP Morgan's Private Bank from 1997 to 2004. From 1991 to 1997 he was a portfolio manager at Lincoln Capital in Providence, Rhode Island.
| Registration Fees $20 (Member) | $30 (Non-Member) Part 1 of 10 in our First Wednesdays: The Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here. |
Parking Information
Hyatt Regency Century Plaza Hotel Discounted Parking Rate: $16 Valet Parking
Hyatt Regency Century Plaza Hotel Discounted Parking Rate: $16 Valet Parking
Payment Information
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail check to:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the non-member fee ($30) for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the non-member fee ($30) for the event which is posted on the CFALA website.
Chair:
Thomas Mahoney, CFA, CAIA
Thomas Mahoney, CFA, CAIA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
Sponsored By:
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Bloomberg |  |
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