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Tuesday, January 14, 2020 from 4:00 PM to 6:00 PM PST
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San Francisco Italian Athletic Club 
1630 Stockton Street
San Francisco, CA 94133

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Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Website www.fpasf.org

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Tuesday, January 14, 2020 
4:00 pm - 6:00 pm 

Global Market Outlook

Omar Aguilar, Ph.D., Senior Vice President and Chief Investment Officer of Equities and Multi-Asset Strategies, Charles Schwab
Investment Management, Inc. 


Thank You to Our Meeting Strategic Partner:


Program Description:
The global economy seems to be at an inflexion point trying to balance the effects of trade wars and overall deceleration of global manufacturing activity with accommodating central banks and a resilient and healthy consumer. Mr. Aguilar’s presentation will focus on the impact of these balancing macro forces in the global markets for 2020. In particular, the effect of lower and/or negative interest rates and the role of investor sentiment under the rising geopolitical uncertainty.

During Mr. Aguilar’s discussion on the current macro-economic environment he will also shine a light on behavioral biases that investors grapple with when making decisions about their money. With advanced degrees in both statistics and decision sciences, he will address how identifying behavioral biases and incorporating that knowledge in client portfolios can help investors achieve better financial outcomes.

Omar Aguilar, Ph.D., Senior Vice President and Chief Investment Officer of Equities and
Multi-Asset Strategies, Charles Schwab Investment Management, Inc.


Omar Aguilar is responsible for Charles Schwab Investment Management, Inc. (CSIM)'s equity and asset allocation mutual funds, exchange-traded funds (ETFs), and separately managed accounts.

Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies. Prior to joining CSIM in April 2011, Aguilar was with Financial Engines, where he was responsible for managing more than $40 billion in assets from leading retirement plan sponsors in the defined contribution market. Before that, he served as head of quantitative equity for ING Investment Management (doing business as Voya Investment Management since May 1, 2014), building and developing the group and managing more than $20 billion in assets with 15 global active, index, and enhanced index strategies for pension funds, variable annuities, and mutual funds. Aguilar also served as the head of quantitative research for Lehman Brothers' alternative investment management business and as a director of quantitative research and a portfolio manager with both Merrill Lynch Investment Management and Bankers Trust.

Aguilar received a Bachelor of Science in actuarial sciences and a graduate degree in applied statistics from the Mexican Autonomous Institute of Technology (ITAM). He was a Fulbright Scholar at Duke University's Institute of Statistics and Decisions Sciences, where he earned Master of Science and doctorate degrees.

Meeting Agenda:
4:00 pm - Registration
4:30 pm - Chapter Announcements and Strategic Partner Spotlight 
4:45 pm - Presentation
5:45 pm - Q & A
6:00 pm - Program Closes

Members Non-Members

Early Bird Registration
(Ends January 10, 2020)

$55 $80
Regular Registration (After January 10, 2020) $75 $100



You may still register online after January 20, 2020, however, you will be charged the Regular Registration price; online registration closes at midnight, January 12, 2020.

*This topic has been approved by the CFP Board for 1.5 hours of CE credit.