When

Thursday, February 21, 2019 from 5:00 PM to 7:30 PM EST
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Where

Westin Columbus 
310 S. High Street
Columbus, OH 43215
 

 
Driving Directions 

Contact

Jennifer Montenaro 
CFA Society of Columbus 
614-678-0356 
montenaj@yahoo.com 
 

CFA Society of Columbus 2019 Febraury Dinner 

Please join CFA Columbus in welcoming Howard Marks, CFA, Co-Chairman of Oaktree as our speaker for our February dinner.

"Fireside Chat with Howard Marks"


*We invite you to submit questions you would to ask Mr. Marks during the chat. Questions will be accepted through COB, Monday, February 11, 2019. We will do our best to get to as many questions as possible.

Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm's adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA charterholder. Mr. Marks is a Trustee and Chairman of the Investment Committee at the Metropolitan Museum of Art; Chairman of the Investment Committee and Board of Trustees of the Royal Drawing School; and an Emeritus Trustee of the University of Pennsylvania where from 2000 to 2010 he chaired the Investment Board.

RSVP's due by Monday, February 18, 2019