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DTSTART:20190321T183000Z
DTEND:20190321T200000Z
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SUMMARY:Economic Forecast 2019
DESCRIPTION:Charles Simonds\n\nMarket Investment Executive\n\nat U.S. Trust\, Bank of America Private Wealth Management\n\n\n\nCharles 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.\n\nIn 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.\n\nPrior 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.\n\nCharles received his B.A. from Yale University. \n\n\n\nJoin us as we learn the Economic Outlook for 2019\n\n\n\nSome of the items that will be discussed include:\n\n	Global\, National and Local Economic Outlook\n	How Tax Reform is Impacting Business\n	Interest Rate Forecast\n	Stock Market Volatility \n	Brexit and the European Union
X-ALT-DESC;FMTTYPE=text/html:<strong>Charles Simonds<br />\nMarket Investment Executive<br />\nat U.S. Trust\, Bank of America Private Wealth Management</strong><br />\n<br />\n<span style="font-size:12px\;">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.<br />\nIn 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.<br />\nPrior 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.<br />\nCharles received his B.A. from Yale University.</span><em><span style="font-size:12px\;">&nbsp\;</span></em><br />\n<br />\n<strong><span style="color:#0000CD\;"><span style="font-family:verdana\;">Join us as we learn the Economic Outlook for 2019</span><br />\n<br />\nSome of the items that will be discussed include:</span></strong>\n<ul>\n	<li><strong><span style="color:#0000CD\;">Global\, National and Local Economic Outlook</span></strong></li>\n	<li><strong><span style="color:#0000CD\;">How Tax Reform is Impacting Business</span></strong></li>\n	<li><strong><span style="color:#0000CD\;">Interest Rate Forecast</span></strong></li>\n	<li><strong><span style="color:#0000CD\;">Stock Market Volatility&nbsp\;</span></strong></li>\n	<li><strong><span style="color:#0000CD\;">Brexit and the European Union</span></strong></li>\n</ul>\n
LOCATION:DoubleTree by Hilton 5757 Telegraph Road Commerce\, CA 90040
UID:e.2414.262
SEQUENCE:3
DTSTAMP:20260407T092638Z
URL:https://www.commercebusinesscouncil.org/events/details/economic-forecast-2019-262
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