Investment Outlook 2006
The Wharton Club of Southern California in conjunction with OC-MBA is offering this event.
The Wharton Club of Southern California invites Columbia Alumni to attend: The Investment Outlook for 2006
Wednesday January 11, 2006 6-8:30pm
Please join us as a distinguished panel of experts share their views on the course of the stock, bond, real estate, and commodities markets over the next 12 months.
Will stocks finally take off after four years near Dow 10,000?
Where is the real estate market heading over the next year?
Will commodities explode like the internet stocks did in the ‘90s?
Find out answers to these and other questions as 5 leading market specialists discuss the future of stocks, bonds, real estate private equity, and commodities, and the effect of potential changes on your portfolio. Audience members will have the opportunity to actively participate in a spirited Q&A session with the speakers. Don’t miss this opportunity to network, gain insights, and improve your investing acumen!
The Distinguished Panel Includes:
Timothy J. Ballard: Co-founder and Chief Investment Officer of Buchanan Street Partners, a real estate investment bank based in Newport Beach. As Managing Partner of Buchanan Street, Ballard has overseen over $1.5 billion of real estate investments. Holds dual-degrees in Economics and Real Estate Finance from Penn and The Wharton School
Jason Hodell: Founder and Managing Partner of Plainview Capital and Portfolio Manager of Plainview’s $60M hedge fund. Formerly with JPMorgan’s Investment Banking group. Graduate of West Point, former Infantry Officer, Wharton MBA in Finance
Dr. James F. Moore, PhD: Senior Vice President of PIMCO and Product Manager of Long Duration and Pension products. Formerly with Morgan Stanley’s Corporate Derivative and Asset Liability group. Graduate of Brown University, and Wharton PhD.
Heidi Richardson: Senior Portfolio Manager with Alliance Bernstein's San Francisco office. Formerly a Vice President with Goldman Sachs and Marisco Capital Management. Quoted in such publications as The Wall Street Journal and Barron’s.
Peter Shoemaker - Moderator: Managing Director of Wedbush Capital Partners, a private equity firm based in Los Angeles. Serves on multiple boards, including Energy Solutions and ExtruMed, LLC. Received a BA from the University of Pennsylvania and an MBA from the University of Southern California.
This event is open to Wharton alumni, OC-MBAs, ACG Members, ILASC-affiliated club members, and guests.
Date: Wednesday, January 11, 2006 - 6:00 to 8:30pm
Hors D’Oeuvres and Cashbar: 6:00 – 7:00pm. Program starts promptly at 7:00pm
Location: Westin South Coast Plaza
686 Anton Boulevard, Costa Mesa, CA 92626 (714) 540-2500
Register in advance at: www.WhartonSoCal.com