WMS 2016: Where Do They Belong in A Private Investor's Portfolio: Part I: Energy and Commodities
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WMS 2016:  Where Do They Belong in A Private Investor's Portfolio: Part I: Energy and Commodities

4/14/2016
When: Thursday, April 14th
From 4:30pm until 7:00pm
Where: Merrill Lynch offices
555 California Street, 8th floor
San Francisco 94104
United States


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Where Do They Belong in A Private Investor's Portfolio:
Part I: Energy and Commodities 


Join us as for a lively discussion on the role energy and commodities have in private investor portfolios. Should Wealth Managers leverage energy and/or commodities in individual investor portfolios?  Why and why not?  We will discuss the current energy and commodities environment, what options are most appropriate to offer high net worth clients for exposure to MLPs and commodities as well as the risks Wealth Managers and their private investors should be aware of as it relates to the exposure. 

 

About our Panelists:

John T. Hyland, CFA,  CEO and Founder of PointBreak ETFs

Prior to launching PointBreak, a firm created to issue low-cost specialty ETFs,  Mr. Hyland was the Chief Investment Officer of the United States Commodity Funds (USCF), a sponsor and manager of a family of exchange traded commodity funds, from 2005 to 2015. During that time period Mr. Hyland oversaw the creation of and launch of thirteen US listed ETFs, of which twelve were commodity related and one was a US equity fund. 

Mr. Hyland has been active in the investment industry for the past thirty years in areas as diverse as managing mutual fund portfolios of Real Estate Investment Trusts (“REITs”), re-securitizing Commercial Mortgage Back Securities (“CMBS”), management of mutual fund portfolios of preferred shares, high net worth investment advisory, and hedge fund development. His roles included acting as a mutual fund portfolio manager, as the head of research, as a security analysts, and as Chief Investment Officer.

He is a former President of the CFA Society of San Francisco and  a member of the CFA Institute. Mr. Hyland was awarded his Chartered Financial Analyst (CFA) designation in 1994. He graduated from the University of California, Berkeley.


Rita Lee, CPA, Director of Research-Vice President, Brouwer & Janachowski

Rita Lee works as Brouwer & Janachowski's Chief Investment Officer in research and portfolio development. She oversees the execution of investment decisions and directs the delivery of complex financial analyses, presentations, and reports.

 Prior to joining Brouwer & Janachowski, Rita was an officer with Northern Trust Company in Chicago, where she oversaw a group specializing in strategic planning, budgeting, financial reporting, and administration for mutual funds. Previously, Rita did analytics and fund administration for Sunstone Financial Group, a third-party mutual fund service provider. Rita began her career with WFA Asset Management in Milwaukee where she assisted the portfolio manager with equity research and financial planning.

 Rita has a Master’s degree in Financial Analysis & Investment Management from St. Mary’s College of California (summa cum laude) and a Bachelor’s degree in Finance and Accounting from University of Wisconsin (magna cum laude). She holds the Certified Public Accountant (CPA) certification and is a member of the AICPA. Rita is a member of CFA Society of San Francisco.

 

Brian Zieger, CFA, Managing Director at Hall Capital Partners LLC

Brian Zeiger is a Managing Director at Hall Capital Partners LLC in the Real Assets group where he focuses on investments in real estate, energy, timber, and other tangible assets.

Prior to joining the firm in 2013, Mr. Zeiger was Director of Portfolio Management at CarVal Investors, an independent subsidiary of Cargill Inc., that manages distressed and credit intensive assets. While at CarVal, Mr. Zeiger focused on value-added and opportunistic equity and debt investments in North American real estate. Previously, Mr. Zeiger worked in acquisitions and asset management at Fremont Realty Capital and as an associate in the Real Estate & Lodging Investment Banking Group at Banc of America Securities LLC. He started his career as an investment banking analyst at Merrill Lynch & Co.

Mr. Zeiger earned a B.A. in Economics and Mathematical Methods in the Social Sciences from Northwestern University and an M.B.A. from the Kellogg School of Management at Northwestern. He is a member of the CFA Institute and a holder of the Chartered Financial Analyst designation. 


The Conversation will be moderated by John Jordan, CFA,  Business Development Executive with the FlexShares ETF business unit of Northern Trust Asset Management.

John is responsible for business development and relationship management across all advisory channels in the San Francisco Bay Area and Pacific Northwest. Prior to joining Northern Trust, John was with BlackRock's iShares business in San Francisco and was responsible for business development and relationship management for Registered Investment Advisors, Institutional Asset Managers and Family Offices. Additionally, John spent 10 years in various roles with Morgan Stanley and its Graystone Consulting business. He was responsible for advising clients including Foundations, Endowments, Retirement Plans and Private Clients. 

John graduated from Saint Mary's College of California with a degree in Business Administration with an Honors Concentration in Financial Services. He is a CFA Charterholder and is a member of the CFA Society of San Francisco. In addition, John serves as on the Board of Directors of the FPA East Bay and the Management Committee of the Wealth Management Series for the CFA Society of San Francisco.


Agenda

4:30pm - 5:15pm - Reception/Networking (Light appetizers, beer/wine provided)

5:15pm - 6:30pm - Introductions and Panel Discussion

6:30pm - 6:45pm - Audience Q/A

6:45pm - 7pm - Networking/Close


Pricing:

Members: $25
Non-members:  $40

 

Date, Time + Location  

Thursday, April 14th

4:30-7:00 pm

Location: 555 California Street, 8th floor 

San Francisco 94104 

 

 

Thank you to our host:

 

  

 

Wealth Management Series discussions will take place every second Thursday of the month through November 2016. Each panel brings attendees quality educational content, knowledgeable speakers and qualifies as one (1) hour of Continuing Education credit for Charterholders. To learn more about each session, please visit our event page. To register for the series, follow the button below: 

 


 

 

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