• Economic Forecast 2019

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    Name: Economic Forecast 2019
    Date: March 21, 2019
    Time: 11:30 AM - 1:00 PM PDT
    Registration: Sorry, public registration for this event has been closed.
    Event Description:
    Charles Simonds
    Market Investment Executive
    at U.S. Trust, Bank of America Private Wealth Management

    Charles Simonds is a managing director and the market investment executive for Greater Los Angeles at U.S. Trust, Bank of America Private Wealth Management.In this role, he is responsible for managing a team of portfolio managers and overseeing their creation and management of personalized investment portfolios incorporating a broad range of wealth solutions as well as financial planning and wealth strategy.This includes helping clients establish goals and objectives, working towards developing an appropriate overall strategy, creating and managing solutions and helping clients monitor progress toward reaching their goals. In addition, he helps clients navigate changing market environments by providing guidance in the areas of asset allocation, tax-minimization strategies, retirement and multi-generational planning strategies. In addition, Charles is responsible for helping the market meet its investment related goals as well as oversight of the overall client investment experience.
    In previous roles, Charles was a senior portfolio strategist within the Institutional Investments group working with non-profit and defined benefit clients and provided investment consulting services to U.S. Trust?s Institutional and High Net Worth clients.
    Prior to joining U.S. Trust, he was director of research at ShelterwoodFinancial ?a multi-family office ?where he created and managed a multi-manager investment platform across all asset classes and acted as a portfolio manager for their fund of hedge funds.Previous to that he was an analyst at a long/short equity hedge fund and started his career as an equity research analyst at Salomon Smith Barney where he was part of an Institutional Investortop-ranked team.
    Charles received his B.A. from Yale University.

    Join us as we learn the Economic Outlook for 2019

    Some of the items that will be discussed include:
    • Global, National and Local Economic Outlook
    • How Tax Reform is Impacting Business
    • Interest Rate Forecast
    • Stock Market Volatility 
    • Brexit and the European Union
    Event Sponsors:

    - VIP Sponsorship Level -

    • California Water Service
    • Citadel Outlets
    • Commerce Casino
    • Transtech Engineers Inc.
    • Union Pacific Railroad

    - Silver Sponsorship Level -

    • The Gehr Group

    - Event Sponsor -

    • DoubleTree By Hilton Los Angeles/Commerce
    DoubleTree by Hilton
    5757 Telegraph Road
    Commerce, CA  90040
    Date/Time Information:
    Thursday, March 21, 2019
    11:30 AM - Reception
    12 Noon - Lunch
    12:30 PM - Presentation

    "Economic Forecast for 2019"
    Learn about the financial markets and the global economy.

    Contact Information:
    Pat Monroy
    Members: $35 per person
    Non-Members: $45 per person
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