FPA of San Francisco Marin Brown Bag Lunch Meeting Details
Note:  FPA SF Brown Bag Lunch Events require FPA membership to attend. FPA members from other chapters are welcome to attend as well as guests of FPA members.
Please bring your own as lunch will not be provided.  Seating is limited.

Tuesday, June 14, 2016
11:30 am - 1:00 pm
Larkspur Landing
2nd Floor, Sausalito Conference Room (In front of Suite 212)
100 Larkspur Landing Circle, Larkspur, CA

Topic:
Market Cycles and How to Communicate Them to Clients

Speaker:
Kal Salama, CFA
The Headlands Group

Thank You to Our Meeting Sponsor:

Program Description:
Market cycles present challenges to both clients and advisers.  When performance is good, clients want to hire advisers, add more funds and increase their risk. Conversely, when performance is bad, clients want to fire advisers, take out funds and reduce risk. As advisers, we know that making investment decisions based on emotion can be hazardous to one’s wealth.  How do we “manage the client relationship” to ensure clients stay on the path to growing their wealth? 

Speaker's Bio:
Kal Salama has been responsible for investment strategy for The Headlands Group's global multi-asset portfolios for the past 19 years.  Mr. Salama has been at the forefront of global investing throughout his career.  He served as Managing Director of Global Strategy for BME Investment Partners, Founder/Director of Multiple Asset Strategies at INVESCO Institutional, President/Chief Investment officer of KS Global Advisors/KS Global Strategies, Partner/Senior Asset Allocation Analyst with Brinson Partners, and Vice President with institutional consultant Dorn, Helliesen & Cottle.  Mr. Salama has spoken at conferences, published, taught CFA exam review courses, conducted IFE (Institute for Fiduciary Education) workshops and lectured graduate investment classes. He holds a BS in Chemical Engineering from UC Berkeley, a MBA in Finance from San Francisco State University, and is a CFA charter holder.

*This presentation is currently under review by the CFP Board for 1.0 hour of CE credit.