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REGISTER NOW
Program Meetings |
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In
addition to our Annual Spring Summit, EBA-LA holds meetings, webinars
and mixers throughout the year. The meetings are generally held on
the second Tuesday of the month, but there are
exceptions, so please check the schedule carefully.
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Meeting: February 7, 2012
Breakfast Meeting
Bruce
Emken, CFA, will present the Goldman Sachs 2012 Economic
and Capital Markets Outlook. This will cover the top ten topics on
investor’s mind as we start the new year with respect to the market
and economy. He will share Goldman’s view on GDP, Europe,
unemployment, inflation, fixed income and equity markets and much more.
Space is limited, register today.
Bruce Emken, CFA, CIMA, Vice President and
Regional Director, Goldman Sachs Asset Management. Bruce is
the Regional Director for the Southern California region working with
the top wealth management firms in the area. He specializes in working
with firms on economic and capital markets outlook, best practices for
portfolio construction, asset allocation and other wealth management
services. He joined Goldman Sachs in 1998 and was a manager in the
Chicago office until 2002. Bruce graduated with honors from the
University of Illinois at Urbana Champaign with a BS and a MS in 1991
and 1992. He received the CIMA certification from IMCA after attending
their program at the Wharton School of Business in May of 2003. Bruce
became a charterholder of the CFA designation in 2006. He serves as a
board member for the CFA Society of Orange County and is active in the
Orange County chapter of the Financial Planning Association.
He lives in Newport Beach with his wife and 2
boys. |
Agenda:
Time:
Registratrion 7:30 am
Program 8:00 am - 9:00 am
REGISTER NOW
The
City Club
333 South Grand Ave 54th Fl (at the top of the Wells Fargo Building)
Los Angeles, CA
Parking:
$4.05
for cars departing by 9:30 am
Cost - Pre-Registered: $35 Members $45 Guests
Cost - At-The-Door: $50
Members, $60 Guests
Cancellations less
than 72 hours before the meeting are subject to penalty of entire
amount. |
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Upcoming
Programs
February 7,
2012
Breakfast Meeting
2012 Economic
and Market Forecast, Bruce Emken, CFA, Goldman Sachs Asset
Management
March 13, 2012
Webinar
Money in
401(k) Plans: Is Everything Old New Again?
Mark Davis,
CapTrust Financial Advisors
June 2012
Spring Seminar
Save the Date
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Past
Meeting Handouts available
April 26, 2011
Webinar
Participant
Fee Disclosure – Ready or Not, Here It Comes!
March 22, 2011
Spring Summit
The New
Reality: The Challenge of the Here and Now
February 8, 2011
Lunch
Administrative
Pitfalls Every Plan Sponsor Should Avoid
January 20, 2011
Webinar
Healthcare
Reform Law, what you need to know from the IRS
November 30, 2010
Webinar
Healthcare
Reform Law, what you need to know from the IRS
Click here for previous meeting handouts
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We are currently planning our webinars for the
upcoming year. Stay tuned for specific dates and topics
Past Webinar Downloads:
Webinar
Phyllis Borzi,
Assistant Secretary of Labor for the Employee Benefits Security
Administration, Speaks About DOL Priorities
Download Audio of Presentation |
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