Join Us! Don't Miss This Event!

The Allied Professionals Summit brings together individuals in all areas of wealth management to collaborate on guiding clients with sound, objective advice and innovative solutions. Attendees are encouraged to invite members of the “team” they work with in their own practice, including: CFP® Professionals, Enrolled Agents, CFA® charterholders, CPAs, attorneys, investment professionals, bank executives, trust professionals, and other business leaders. This event will qualify for continuing education credits for CFP® Certificant CE and CPA CPE.

Discussion Topics Include:

Economic Update Delivered by Christopher Thornberg
Risk and Practice Management
Estate Planning and Taxation
Investments
Strategic Beta ETFs
Complementing Your Financial Advisory Practice



When:
Wednesday, October 22, 2014
Where:
The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660
RSVP:
By Noon on October 17, 2014


Early Bird Registration:
(ends October 1st)
$60.00
Online Registration:
$70.00
At the door:
$75.00

For August Register at the Early Bird Price of $60 and bring guests new to the FPA for $50.
Use code “APSGuest” during checkout.

Corporate Sponsorships and Program Advertising is available!

Please contact Robert G. Antonio, CFP® Chairman, Allied Professionals Summit for more information.



Keynote Speakers:



FPA Orange County
Christopher Thornberg
Founding Partner
Beacon Economics


Christopher Thornberg is Founding Partner of Beacon Economics, LLC and widely considered to be one of California’s leading economists. An expert in economic forecasting, regional economics, labor markets, economic policy, and industry and real estate analysis, he was one of the earliest and most adamant predictors of the sub-prime mortgage market collapse and of the global economic recession that followed in 2008. Dr. Thornberg serves on the advisory boards of Paulson & Co. Inc., one of Wall Street’s leading hedge funds, and of the Los Angeles Area Chamber of Commerce, Southern California’s largest not-for-profit business federation. Between 2008 and 2012 he served as a chief economic advisor to the California State Controller’s Office and was Chair of Controller John Chiang’s Council of Economic Advisors. Dr. Thornberg holds a Ph.D in Business Economics from The Anderson School at UCLA, and a B.S. in Business Administration from the State University of New York at Buffalo.


FPA Orange County
Adam Gebler
Executive Director
J.P. Morgan Asset Management

Mr. Gebler joined J.P. Morgan Asset Management in February 2014 as ETF Specialist. In this role, Adam will be responsible for distributing J.P. Morgan ETFs to clients in collaboration with the firm’s sales and relationship personnel across all channels.

Before joining J.P.Morgan, for 11 years Adam worked at BlackRock and BGI in the iShares ETF business. He joined prior to the initial launch in 2000, and while at iShares Adam’s responsibilities included developing messaging and rollout plans around new ETF launches, and creating and delivering iShares educational and thought leadership content. Most recently he developed and led a product consulting function responsible for engaging key global clients through product knowledge, data and comparative analysis.

Adam holds a B.A. in Political Science and Business Institutions from Northwestern University, and has earned the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association (IMCA) and the Wharton School of the University of Pennsylvania. He is based in San Francisco.


FPA Orange County
Nicholas Schorsch Jr
Executive Vice President
American Realty Capital Properties

Nicholas Schorsch Jr. currently serves as Executive Vice President of Platform Management for American Realty Capital Properties (ARCP). In this position, he is responsible for driving strategic sales, acquisitions and marketing initiatives on behalf of senior management.

Mr. Schorsch joined American Realty Capital (ARC) in 2010 as an Intern working in the acquisitions department for American Realty Capital Trust (ARCT). He quickly progressed to working as an Associate at ARC, and during his tenure he helped acquire over $400 million in properties for ARCT. Mr. Schorsch also helped build the initial pipeline of acquisitions for American Realty Capital Healthcare Trust. He then transitioned to Realty Capital Securities (RCS) and began working as an Internal Wholesaler and Scheduler for the Northern California/Nevada territory before becoming the Vice President of Business Development for RCS. Mr. Schorsch was the first Product Manager for the RCS platform of funds, where he was assigned to run the Business Development Corporation of America for the sales organization alongside its CEO and CIO. As the Product Management Group grew to support all product initiatives Mr. Schorsch was tasked as Senior Product Manager where he was in charge of leading and supervising the activities of the Product Management Division. He became the Executive Vice President of Platform Management at RCS in 2013 expanding his role not just to the product managers but to representing the entire platform at RCS and working with broker-dealers to further strengthen relationships.

Prior to joining ARC, Mr. Schorsch worked as an EMT in Westchester, NY. He received his BA in Liberal Arts from Sarah Lawrence College and hold FINRA Series 7, 24 and 63 licenses. He currently splits his time between New York and Arizona.


Event Sponsors


Also, register for these Allied Professionals Mixers now!

Don’t want to wait until October’s Summit to connect? FPA of Orange County’s Allied Professionals Mixers are the perfect networking event to meet others who are working to advance the field of financial planning.

To register, please click on upcoming mixers:


Wednesday, September 17, 2014 »

Wednesday, November 5, 2014 »

All mixers are 5:30 - 7:30 PM
Located at JT Schmid’s Restaurant and Brewery in Tustin

Cost: $15.00. Includes appetizers and a beverage.
Parking is free.



FPA Orange County