Where
Delta Hotel by Marriott Santa Clara Silicon Valley2151 Laurelwood Rd
Santa Clara, CA 95054
Driving Directions
Contact
Tonia ForbusFinancial Planning Association of Silicon Valley
877-808-2699
execdirector@fpasv.org
Fixed Income 2024 Outlook and Positioning
SPEAKER
Bob Fields, Managing Director, J.P Morgan Asset Management Global Fixed Income, Currency & Commodities (GFICC)
SUMMARY
You are invited to hear insights from Bob Fields, member of the J.P. Morgan Global Fixed Income, Commodities and Currency Team.
Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, he will share thoughts on the current economic landscape, interest rates and inflation outlook, and opportunities in fixed income for 2024.
SPEAKER BIO
Bob Fields, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group at J.P. Morgan Asset Management Based in San Francisco, Bob is a fixed income portfolio specialist responsible for client communications and providing insights across all sectors of the fixed income market. Prior to joining the firm in 2011, he was at PIMCO for 10 years as senior vice president in the Newport Beach office and the product manager for tax sensitive assets. In addition, he wrote commentary about fixed income markets, pertinent and timely thought pieces, and created a number of innovative tax efficient funds. Before that, Bob spent 12 years with Goldman Sachs as vice president in the institutional fixed-income division in both New York and San Francisco. Bob has over 30 years of investment experience and holds an undergraduate degree from Brown University. He completed the executive program in public finance from the University Of Michigan School Of Business and holds Series 3, 7 and 63 licenses.
More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU approved for this session
No refunds after 11 am the day before the meeting.