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When

Tuesday, January 8, 2019 from 11:30 AM to 1:30 PM PST
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Where

The City Club 
155 Sansome Street
San Francisco, CA 94104
 

 
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Contact

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

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  Meeting Details - THE CITY CLUB

Tuesday, January 8, 2019

Topic:
 Global Market Outlook with T. Rowe Price’s Asset Allocation Group,
the Team Responsible for Managing Approximately 300B of the
Firm’s Multi-Asset Strategies

Speaker(s):
Darrell Riley, Vice President of T. Rowe Price Group, Inc.,
Member of the Asset Allocation Group


Thank You to Our Meeting Sponsor:
 
     


Program Description:
Making asset allocation decisions in a complex investment ecosystem requires a global perspective and a strategic discipline that accounts for a wide range of possible outcomes. In this session, you will hear an asset allocation investment professional describe how he and his team are currently positioning their $300 billion in assets, comment on global investment themes, and discuss views on market consensus with a balanced perspective on possible upside and downside scenarios. 

Speaker's Bio:
Darrell Riley is a Portfolio Strategist with the Multi Asset Division, the group responsible for managing over $300 billion in multi asset strategies. T. Rowe Price was established in 1937 whose sole focus is investment management.  It is a globally diversified organization with over $1 trillion of assets under management.  The portfolio management teams average 22 years of experience and 17 years of tenure with T. Rowe Price.  For the 10 year period ending September 30, 2018, over 80% of its funds with a 10 year track record outperformed their 10 year Lipper peer group average.

Darrell Riley is a vice president of T. Rowe Price Group, Inc. He joined T. Rowe Price in 1997 as an investment analyst in the Equity Research Group, covering medical technology, hospital supply, and specialty pharmaceutical companies. Prior to joining the firm, Darrell was an analyst at the investment management firm of Sanford C. Bernstein & Co., Inc., in New York. Darrell has a B.S. in psychobiology, with highest honors, from the University of California at Los Angeles and an M.B.A. in finance, marketing, and statistics from the University of Chicago.

Meeting Agenda:

11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter, Sponsor Announcements and Lunch
12:15 pm - 1:30 pm - Presentation and Q & A
1:30 pm - Program Closes

Members Non-Members

Early Bird Registration
(Ends January 4, 2019)

$55 $80
Regular Registration (After January 4, 2019) $75 $100

 

 




You may still register online after January 4, 2019, however, you will be charged the Regular Registration price; online registration closes at midnight, January 6, 2019.

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

Lisa Aliferis is the founding editor of KQED's State of Health blog. Since 2011, she's been writing stories and editing them for the site. Before taking up blogging, she toiled for many years producing health stories for television, including Dateline NBC and San Francisco's CBS affiliate, KPIX-TV. She also wrote a practical guide on the affordable care act titled Obamacare Explained - A Guide for Californians, produced by KQED News and The California Report. You can follow her on Twitter: @laliferis