Economic Trends and Outlook for 2019
In Partnership with Financial Women of San Francisco
Please join us for a "fireside chat" with Liz Ann Sonders, who will give her views on the economic outlook for 2019, including how economic conditions and market trends may impact individual, corporate and institutional investment strategies. Ms. Sonders will be interviewed by Jennifer Ellison, CFA, Principal, BOSInvest. You will not want to miss this insightful program!
Liz Ann Sonders, Senior Vice President - Chief Investment Strategist, Charles Schwab & Co.
Liz Ann Sonders is Senior Vice President, Chief Investment Strategist, at Charles Schwab & Co., Inc. She has a range of investment strategy responsibilities including U.S. market and economic analysis, and asset allocation recommendations for individual, corporate, and institutional investors. Ms. Sonders is a contributor to Schwab's advice publications and videos, and a keynote speaker at many Schwab client and corporate events. She makes regular TV appearances on CNBC, Bloomberg TV, and Fox Business News, and is regularly quoted in publications such as The Wall Street Journal, Barron's, and The New York Times. Ms. Sonders earned a BA in economics and political science from the University of Delaware and an MBA in finance from Fordham University's Gabelli School of Business.
Jennifer Ellison, CFA, Principal, BOSInvest
Jennifer Ellison, CFA, is Principal at BOSInvest and manages the firm's Silicon Valley office. She not only works with many of the firm's individual clients, but also directly manages many of the firm's largest institutional endowment and foundation client relationships. Before joining BOSInvest in 2001, Ms. Ellison's experience included five years as a financial consultant with Merrill Lynch in Seattle, and two years at an independent firm where she was responsible for developing and implementing the firm's investment strategy. Barron's recognized her as one of America's Top 100 Women Financial Advisors for four consecutive years between 2014 and 2017. Ms. Ellison was also recognized by the San Francisco Business Times as one of the Most Influential Women In Business for 2018. She earned her BA in business administration from Seattle University and holds the CFA designation.
7:30 a.m. - Registration & Networking*
8:00 a.m. - Presentation
*Breakfast will be served
Use code CFA123 upon checkout to gain member pricing