Economic Forecast 2019 

You are invited
by the Institute of Management Accountants (IMA)
for a Dinner CPE Meeting

Date:  Thursday – December 06, 2018

Networking: 6:00 PM Dinner: 6:30 PM Speaker: 7:00 PM Raffle & Wrap-up: 8:00 PM

Location: Holiday Inn (Dublin)
                 6680 Regional Street. Dublin, CA 94568, (925) 574-7104
Dinner Selection: Grilled Salmon, Chicken Dijonaise, or Vegetable Lasagna
Cost: $25.00 Members and Guests; $15.00 Students
How to get there: Plane, train, automobile, horse, bicycle, foot (Map)

Speaker:  Dr. Lawrence Souza, DBA/CCIM/RICS/CRE

Dr. Souza has 25 years of experience in the commercial real estate industry.  Prior to working as a Real Estate, Financial and Investment Economist for Pillar6 Advisors, LLC; Johnson Souza Group, Inc.; and Monetarex, Inc., Mr. Souza worked for New York Life Insurance Company/NYLIFE Securities as a Financial Services Professional; Charles Schwab Investment Management (CSIM) as Managing Director - Index Services; Chief Economist – Managing Director with Global Real Analytics (GRA); and Investment Advisor for Quantum Financial Network (QFN).  Dr. Souza is a Registered Representative and Investment Advisor, Real Estate Consultant, and licensed California insurance agent and real estate investment broker providing economic and investment consulting services to retail and institutional real estate investors.  He has also held senior positions in strategic portfolio research and analysis with BRE Properties, Metric Realty Advisors, Mellon-McMahan/MacFarlane Partners, Norris/Beggs & Simpson and Grubb & Ellis. Dr. Souza holds undergraduate and graduate degrees in several fields including: accounting, finance, economics, public administration, information systems and political science; and a Doctorate in Business Administration (DBA) with a concentration in Corporate Finance. His dissertation is titled: Modern Real Estate Portfolio Management (MREPM): Applications in Modern (MREPT) and Post-Modern (PMREPT) Real Estate Portfolio Theory. He has also been teaching college level courses for the past 19 years in Real Estate Principals, Finance and Development; Corporate Finance, Macroeconomics, Financial Institutions and Money and Banking, and Derivatives at Cal. State East Bay (Hayward), Golden Gate University (GGU), San Francisco (SFSU) and San Jose (SJSU) State University, Santa Clara University (SCU), University of San Francisco (USF), and Saint Mary’s College (SMC). Dr. Souza is a Counselor of Real Estate (CRE), a Fellow of the Royal Institute of Chartered Surveyors (FRICS), and Certified Commercial Investment Member (CCIM); is a member of the American Real Estate Society (ARES), the American Real Estate and Urban Economics Association (AREUEA), and Urban Land Institute (ULI); has been mentor for the Robert Toigo Foundation; and has acted as an advisory board member for the Real Estate Research Institute (RERI), Bay Area Council (BAC)/University of Southern California (USC) Ross Program in Real Estate (San Francisco), Commercial Real Estate Women (CREW-SF) and Community Awareness and Treatment Services (CATs).