Holly Wilkerson
Executive Director
FPA of San Francisco
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email info@fpasf.org
Website www.fpasf.org
Setting Investment Strategy for 2023
Speaker(s):
Program Description:
The past year was characterized by central banks and bond investors having to abruptly adjust after finding themselves deeply wrongfooted by the surge in inflation. A softening of the U.S. economy, the war in Ukraine, Europe’s energy crisis and China’s COVID-zero policy all added to headwinds for multi-asset portfolios.
FPA SF has invited MRB's Founding Partner and Global Strategist, Phillip Colmar to outline what lies ahead for the global economy in 2023, and the implications for investment strategy. The topics discussed will include:
*This topic has been approved by the CFP Board for 1.0 hour of CE credit.
Speaker(s):
Phillip Colmar is a founding partner. He has extensive experience, both as a strategist and economist. Mr. Colmar focuses on global multi-asset investment strategy, trading opportunities, and financial market risks. His expertise is in identifying and developing macro and investment themes. Mr. Colmar speaks at conferences, seminars and client meetings.
Over his career, Mr. Colmar has covered all major global asset classes and has developed comprehensive frameworks, models, and indicators. Prior to forming MRB, he was the Head of both the Daily Insights and Global Fixed Income Strategy services at BCA Research Inc.
Mr. Colmar has an M.Sc in Finance from Queen’s University, as well as a B.A. in Economics and a Bachelor of Business Administration (Finance) from Bishop’s University.
Agenda:
3:00 - 3:30 pm - Networking, Chapter Announcements & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Speaker's Presentation
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes