FPA Orange County | Allied Professionals Summit 2011

The CFA Society of Orange County and the FPA of Orange County would like to cordially invite you to join us on October 19th at the beautiful Pacific Club in Newport Beach for an opportunity to network and learn while enjoying a delicious lunch. The program will feature our keynote speaker, 30-year asset management veteran, Robert Arnott, of Research Affiliates. We will also present a distinguished panel discussing ways to effectively collaborate with other professionals from finance related industries.

While much has changed in the economy since the launch of the Allied Professionals’ Summit several years ago, what has not changed is our paramount role in guiding clients through these tumultuous times with sound, objective advice, compelling and innovative solutions as trusted financial professionals. Utilizing collaboration among like-minded individuals in related fields of expertise will help you take your practice to the next level.

Come join financial planners, Chartered Financial Analysts, investment professionals, bank executives, CPAs, attorneys and other business leaders. Develop new relationships to grow your business and collaborate more effectively in a team-based approach.

Hurry! Space is limited!

Richard Watts, the founder and President of Family Business Office® (“FBO”), was admitted to the California State Bar to practice law in 1982 and is an alumnus of the Harvard Business School. FBO is a legal and consulting firm that manages the country’s wealthiest families and their family office enterprises. Richard’s families rely on him to oversee family operations and make decisions with them on a daily basis.

Richard is a resident of Laguna Beach, California. His passions include traveling with his wife, Debbie, and family, long board surfing at San Onofre, swimming, skiing and snowboarding in the local mountains, piano, and music composition. He is the proud father of three adult sons; Aaron (Wife Rene), Todd, and Russell, and welcomed his first granddaughter, Maclane Marie, in 2010.

Richard has a talent for creativity and will continue writing books in the Fables of Fortune series. Richard is often asked to speak on this topic to business, religious, and charitable groups.

David Emmes is President of U.S. Markets - West which consists of Southern and Northern California, Washington, Nevada and Colorado. In this role, he manages the investment management, wealth planning, and private banking services for individuals, families, endowments and foundations.

Mr. Emmes has spent more than 29 years in the financial services industry including 11 years with BNY Mellon. Previous experience includes institutional fixed income and currency derivatives for Security Pacific and NatWest Capital Markets. He also worked with Crosspoint Venture Partners on numerous early stage investments.

He received a bachelor’s degree and a master of business administration from California State University, Long Beach.

Michael is the founder and president of Marion Consulting, LLC which is currently celebrating 32 years of service. He has limited his practice to focusing on Family Wealth Transfer, Philanthropic Planning, Business Succession and Executive Benefit needs of high net worth families and successful closely held businesses.

Michael’s firm has developed an extensive network (Allied Experts) of top performing professionals from every relevant professional discipline. The result is an all-star team of financial, insurance, legal, and tax experts with specialized, cutting edge and long-term experience working with high net worth clients and closely held business enterprises. The Firm has developed substantial business interests in Southern California and has expanded business activities to include Phoenix and Scottsdale, Arizona.

Steve Driscoll is the managing partner of the law firm of Driscoll & Feder, LLP. The firm practices exclusively in the area of estate and gift tax planning. Steve is also a CPA and a former Director with the national accounting firm of Deloitte & Touche where he served as Practice Leader for Estate, Gift and Trust Services for Southern California, Arizona and Nevada.

He received a BS from Loyola Marymount University, a Masters in Business Taxation from University of Southern California, and a JD from Loyola Law School.

Over his 30-year career, Robert Arnott has endeavored to bridge the worlds of academic theorists and financial markets. His success in doing so has resulted in a reputation as one of the world’s most provocative and respected financial analysts.

Rob has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation and tax-advantaged equity management. He also co-authored the book, Fundamental Index: A Better Way to Invest, which won a 2008 American Publishers Awards for Professional and Scholarly Excellence (The PROSE Awards).

Rob has been a frequent contributor to leading financial journals and books. He has published more than 100 articles in journals such as the Journal of Portfolio Management, the Harvard Business Review and the Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. In recognition of his achievements as a financial writer, Rob has received five Graham and Dodd Scrolls and awarded annually by CFA Institute for best articles of the year. He also has received two Bernstein–Fabozzi/Jacobs–Levy awards from the Journal of Portfolio Management. Rob lectures frequently, has served as a visiting professor at UCLA, and has served on the product advisory board of the Chicago Board Options Exchange and two other exchanges.