Benjamin Lau, CFA, Chief Investment Officer went on vacation to Punta de Mita, Mexico to celebrate his upcoming birthday!
5/4 – Rhonda Ducote, President & Harmon Kong, CFP®, Chief Wealth Manager attended a University of California – Irvine (UCI) Retreat at Pelican Hill in Newport Coast. Apriem Advisors is a Founding Member and Advisory Board Member of the UCI Paul Merage School of Business Center for Investment & Wealth Management.
5/9 – Landon Yoshida, CRPC®, Wealth Manager attended PIMCO’s Headquarters in Newport Beach. The purpose of the meeting was to hear about portfolio updates to their Income Fund.
5/9 – Benjamin Lau, CFA, Chief Investment Officer attended the Money Market Fund Landscape and Reform presented by Charles Schwab held in Island Hotel, Newport Beach, CA.
5/11 – Emmett Shiras, Financial Analyst met with Baird Investment Management to discuss unique quantitatively and qualitatively driven equity strategies.
5/14 – Bill Pugh, CFP, Wealth Manager attended the annual Spring Soiree held at the Yorba Linda Country Club. The Spring Soiree is an annual fundraiser that benefits the non-profit organization, Seneca.
5/18 – Jennifer Necir, CFA, Senior Financial Analyst and Emmett Shiras joined a conference call hosted by JP Morgan to hear about their exchange-traded funds (ETF) solutions.
5/23 – Benjamin Lau and Emmett Shiras had a call with Griffin Capital to conduct due diligence on their Health III REIT (Real Estate Investment Trust).
5/25 – Emmett Shiras met with Vanguard Funds to discuss available products as well as the economic outlook over the next three to five years.
5/25 – Benjamin Lau, Jennifer Necir, and Emmett Shiras, Financial Analyst met with Goldman Sachs to hear about their alternative investment offerings.
5/25 – Benjamin Lau and Emmett Shiras met with Steadfast Companies to conduct due diligence on their real estate investment trust (REIT).
5/25 – Apriem’s Compliance Team met with Charles Schwab to get an update on Cybersecurity.
5/25 – Apriem hosted a WOW afternoon tea “Later is Too Late” with guest speaker, author, Susan Covell Alpert at Sherman Library & Gardens in Corona Del Mar. Susan shared her latest book, “Later is Too Late” – How to feel in control of the financial, legal and domestic parts of your life. Women of Wisdom (WOW) offers monthly women-only events that aims to educate, encourage, and empower women.
5/26 – Landon Yoshida, and Emmett Shirast attended Doubleline’s “Timing & Strategy” seminar at the Beverly Hills Hotel. At the event, Doubleline CEO, Jeffrey Gundlach provided his market forecast to 125 of Doubleline Funds’ investors.
5/26 – Bill Pugh joined Charles Schwab’s Volunteer Day benefiting the Boys and Girls Club.
5/31 – Apriem hosted an Economic Update with Schwab at Segovia in Indian Wells, CA where Benjamin Lau discussed his market outlook.