The CFA Society of San Diego is very pleased to announce Thomas Lee,CFA, Chief US Equity Strategist at JP Morgan and David Goerz, SVP and Chief Investment Officer at HighMark Capital have been added as speakers at our Fourth Annual Investment Forecast Dinner, to be held the evening of Thursday, March 4th, 2010.
Thomas Lee, a Managing Director at JPMorgan, is the Chief US Equity Strategist since 2007. Recently, he was ranked Runner-up in the 2009 Institutional Investor All-America Research Poll. Prior to that Mr. Lee was the Small/Mid Cap Equity Strategist (2004 to 2007) and Wireless Services Analyst (1993 to 2007). During that time, he received professional recognition consistently ranking every year in the Institutional Investor All-Star Poll.Mr. Lee has been with JPMorgan since late 1999, with previous roles at Salomon Smith Barney and Kidder, Peabody as well as Price Waterhouse.
David Goerz, Senior Vice President, Chief Investment Officer, joined HighMark Capital in 2003. As CIO, Mr. Goerz provides leadership to all of HighMark's investment activities. He chairs the firm's Investment Policy Committee and Asset Allocation Committee, as well as being a member of the Executive Committee and Board of Directors of HighMark Capital Management. Mr. Goerz has more than 20 years of investment management experience. Prior to joining HighMark, he was Chief Investment Officer of mPower Advisors and Morningstar Associates, subsequent to acquisition. Previously, he was Director of Global Asset Allocation Research and Portfolio Manager, as well as serving as Chairman of the Asset Allocation Strategy Group for Wellington Management Company. He also held portfolio management and senior investment research positions with TSA Capital Management and ARCO Investment Management.
Please join us as Thomas Lee, David Goerz, and Chris Thornburg, Principal at Beacon Economics, discuss the prospects for the local, national and global economy and the financial markets. The speakers' presentations will be followed by a panel discussion with questions from the audience, moderated by CNBC business reporter Jane Wells.
As always, table placement and underwriting opportunities are available on a first come, first serve basis so get your registration in early to secure the best seating for your clients and colleagues. The evening will not only provide a substantive discussion and outstanding networking opportunity for investment professionals, but also an enjoyable and informative event to which you can bring your clients and associates.
Attendees will enjoy an exceptional four-course meal accompanied by wine at the Estancia La Jolla Hotel. Tickets are $95 for individuals. Standard Tables seating 10 persons are $900, and Patron Tables are $1050.
For more information on the event, including speakers and registration, please see the 2010 Forecast Dinner Brochure by clicking the link below:
Because there is a limited capacity for this event, we recommend advanced registration. Click on the link below to register online and reserve your seat.
Registration Link:
https://www.123signup.com/register?id=mftxg
To receive a full refund, cancellation must be received at least 48 hours before the program. Members who do not attend the event and fail to cancel their reservation with 48 hours notice may be billed the guest rate for the event.