BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:23205d252ca041a838cfe7e1f4158903551 CATEGORIES:Orange County SUMMARY:Orange County Feb Meeting LOCATION:Wright Ford Young & Co., CPAs and Consultants\, 16140 Sand Canyon Avenue\, Irvine, CA 92618\, USA DESCRIPTION:
Join BP Orange County for a pertinent discuss ion on updates and outlook of the financial market in 2020. BP Members Jeff rey Stern and Laine Ainsworth, both of whom are professional wealth managem ent and investment advisors, will review notable events of financial market s both in the US and internationally in 2019. They will also provide a look at the likely global themes that will be important in the economy and mark etplace in 2020. This is a meeting you won’t want to miss!
Ab out the Speakers
Jeff Stern is a Banker in the Orange County office of J.P. Morgan’s Private Bank . He is responsible for advising clients on a range of personal wealth mana gement matters including portfolio construction, asset allocation, credit s olutions, retirement planning, charitable giving, and banking services. Pri or to joining J.P. Morgan, Jeff worked for Pacific Investment Management Co mpany in New York and Newport Beach where he advised regional banks and lea ding insurance companies on investment solutions. Jeff received his B.A. in Economics from the University of California Los Angeles and an MBA from th e UCLA Anderson School of Management where he served as Director of Private Wealth Management. He holds series 7, 63, and 65 certifications.
Cost: $15