Tuesday, February 8, 2022 from 3:00 PM to 4:30 PM PST
Add to Calendar 


This is an online event. 



Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Website www.fpasf.org

Follow Us

FB   LI  Twitter

Newsletter Sign Ups



  Meeting Details - WEBINAR

Tuesday, February 8, 2022 


2022 Economic and Market Outlook:  A Multi-Asset Investor Perspective

Wylie Tollette, Executive Vice President, Head of Client Investment
Solutions, Franklin Templeton Advisers

Thank You to Our Meeting Strategic Partner!

Program Description:
In this presentation, Wylie with Franklin Templeton Advisers will cover the following: 
- Overview of current Macro Environment – Fed Intervention, Interest Rates, Inflation, etc.
- Their outlook for different asset classes and sectors
- Their views on Domestic versus International and Growth vs Value

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 
*Zoom login information will be sent the day before the meeting.   

Wylie Tollette, Executive Vice President, Head of Client Investment Solutions, Franklin Templeton Advisers

Wylie Tollette is executive vice president and head of client investment solutions for Franklin Templeton Multi-Asset Solutions. In this role, his key responsibilities include oversight of client investment solution development for our multi-asset platform. He partners closely with the company's global distribution groups on all Multi-Asset Solutions opportunities across a broad range of clients. He also oversees the FTMAS Client Portfolio Managers, who work with clients to build customized institutional portfolios.

Prior to rejoining Franklin Templeton, Wylie served as chief operating investment officer at CalPERS, the largest defined benefit public pension fund in the U.S. There, he helped to lead initiatives focused on enhancing the portfolio and investment decision making process, engaged the CalPERS Board and various constituents, and helped to re-design the asset allocation and investment strategy committee. Wylie was also responsible for the investment performance and risk analytics, investment policy, investment manager engagement, operations, compliance, and business planning areas.

Prior to his time at CalPERS, Wylie worked at Franklin Templeton for almost 20 years, including as the head of the Performance Analytics and Investment Risk team, which was responsible for collaboratively defining, measuring and managing investment risk and performance across all Franklin Templeton products and clients.

Mr. Tollette received a BS from the University of California, Davis and received his Master of Science in Finance from the University of London. He is a Chartered Financial Analyst (CFA) charterholder and is a member of the CFA Association of Sacramento and San Francisco. He has served on a number of the CFA Institute's committees, including the GIPS Technical committee. He also holds a CPA designation and is a member of the American Institute of Certified Public Accountants.

3:00 - 3:30 pm - Networking via Breakout Rooms, 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