When

Thursday, March 9, 2022 from 5:00 PM to 9:00 PM PST
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Where

Balboa Bay 
1221 W. Coast Highway
Newport Beach, CA 92663
 

 
Driving Directions 

Contact

Administration 
CFA Society Orange County 
949-236-7901 
info@cfaoc.org 

CFA Society Orange County's 2023 Economic Forecast Dinner will be held on Wednesday, March 9th at The Balboa Bay Resort. Nearly 100 investment professionals in attendance, this is one of CFA Society Orange County's most prestigious events. Come and hear from Meera Pandit, CFA, with a Guide to the markets update.

CFA Institute allows its members the ability to self-determine and self-report professional learning (PL) credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL trackerThis event will be worth .75 PL credits.

Speaker:

 Meera Pandit, Executive Director, is a Global   Market Strategist on the J.P. Morgan Asset   Management Global Market Insights Strategy   Team. Meera is responsible for delivering timely   market and economic insights to institutional and   retail clients, conducting research on the global   economy and capital markets, and running   economic forecasts. She is also responsible for   publications such as the Guide to the Markets,   and is a contributor to the J.P. Morgan Long-Term   Capital Market Assumptions.  Meera joined the   firm in 2011 as an analyst in J.P. Morgan's Private Bank in New York, where she served ultra-high and high-net worth clients. She has also held business strategy roles in Asset Management in New York and London.  Meera earned a B.A. in English from Tufts University and holds Series 7 and 63 licenses. She is a CFA charterholder. Meera was featured as Market Watch's "Forecaster of the Month" in February 2020.

Agenda:

5:30 - 6:30 Registration and networking (drinks and hors d'oeuvres)

6:30 - CFA Orange County opening remarks 

6:40 - 7:15 Presentation with Meera Pandit

7:15 - Q&A

Wrap up - Additional Networking after speaker is done.

 

Thank you to our sponsors!


Having troubles registering please contact info@cfaoc.org or 949-236-7901