Save the Date
{ Thursday, February 25th, 2016 }
Member’s Luncheon
Jerry Braakman – “Eurozone Equity Markets versus US Equity Markets”
In Partnership With The British American Business Council of Orange County (BABC-OC)
Jerry Braakman
First American Trust Executive Vice President, Chief Investment Officer, Managing Director
Jerry brings 20 plus years of experience with the firm in various management roles.
Currently, Jerry oversees all Trust and Wealth Management activities of the firm. He creates the vision and executes the strategy of the firm’s expertise. He ensures client goals are achieved with an experienced team of fiduciary and investment professionals.
As Chief Investment Officer, Jerry oversees the investment outlook, portfolio strategy, asset allocation, risk management and investment processes. He regularly provides expert commentary on the financial markets to various media outlets including The Wall Street Journal, Associated Press, Reuters, CNBC and Bloomberg.
Jerry began his career at First American Trust in 1995 and during his tenure has held various operational and investment management positions. Previous to his current responsibilities, he oversaw the management of First American’s $2.3 billion corporate investment portfolio.
Jerry holds a Master’s degree in Business Administration and a Bachelor’s degree in Economics from University of California, Irvine.
Location: The Pacific Club
(4110 MacArthur Blvd, Newport Beach, CA 92660)
Time: 11:30am – 2:00pm
*Must register by Friday, February 19th–After this date, prices increase to $65 for Members and $80 for Non-Members/Guests
Notice of Cancellation: Any refund requests will be facilitated through emails to orangecounty@worldaffairscouncil.org or through phone to (949) 253-5751 no later than 72 hours prior to the day of the event. Refunds will not be issued within 72 hours of the event date, as prior event payments have already been processed by the venue.
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