Financial Planning Association of the East Bay
PO Box 948
Clayton, CA 94517
O: 925.778.1165  /  F: 925.778.1163 
  E: EastBayFPA@gmail.com   /  W: www.FPAEastBay.org

When

Wednesday, April 5, 2017 from 7:15 AM to 9:15 AM PDT
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Where

Round Hill Country Club 
3169 Roundhill Rd.
Alamo, CA 94507
 


 
Driving Directions 

Looking to Contact One of Our Valued Partners??? Please visit our sponsor page located on our Chapter Website at 

http://fpaeb.org/sponsors/

 

 

FPA East Bay Chapter Breakfast Meeting 4/5/17 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
 

 

"The New Political Landscape for Advisors
and Clients"

Presented By: Libby Cantrill, CFA;
Head of Public Policy at PIMCO
*No CE for this Month
  

Ms. Cantrill is the head of public policy for PIMCO. In this capacity, she helps coordinate the firm’s response to public policy issues and analyzes policy and political events for the firm’s Investment Committee. She is also a member of the firm’s Americas Portfolio Committee. She is a founding member of PIMCO Parents, an initiative focused on supporting parents and families at PIMCO, and PIMCO Women, whose mission is to attract, retain, and develop women at PIMCO. She has 13 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. She is a CFA charterholder.

 

About Our Speaker

Ms. Cantrill is an executive vice president and the head of public policy for PIMCO. In this capacity, she helps coordinate the firm’s response to public policy issues and analyzes policy and political events for the firm’s Investment Committee. She is also a member of the firm’s Americas Portfolio Committee. Additionally, she is the co-head of PIMCO’s New York Office and is a founding member of PIMCO Parents, an initiative focused on supporting parents and families at PIMCO, and PIMCO Women, whose mission is to attract, retain, and develop women at PIMCO. Prior to joining PIMCO in 2007, she served as a legislative aide to a member of Congress, where she focused on fiscal and economic policy, and she also worked in the investment banking division at Morgan Stanley. She has 13 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. She is a CFA charterholder.

Wednesday, April 5, 2017

7:15am -9:00am  


Advanced Pricing: $38 FPA Members, $53 Non-Members, CFP Students $23

At-The-Door Pricing (After 4/3/17): $48 FPA Members, $63 Non-Members, CFP Students $33

Advance prices in effect through 2:00 P.M., Monday, April 3, 2017

Please note all reservations and cancellations MUST be made no later than 2pm the Monday before the monthly meeting. If reservations are received after the Monday before the meeting, the cost will be considered at the door. Refunds will not be granted to cancellations that are received after Monday at 2pm. All cancellation requests and at at the door registrations need to be made in writing to EastBayFPA@gmail.com