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2019 Mid-Year Financial and Economic Update

When: 
Tuesday, April 30, 2019
11:30am - 1:00pm PDT
Where: 
City Club Los Angeles, Harbor Room
555 S Flower Street, 51st Floor, Los Angeles, CA 90071
Fee: 
Members: $0.00
Non-Members: $0.00
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Is your not-for-profit, foundation or endowment prepared for the next recession or market pullback? Join Moss Adams, RBC Wealth Management and SCG for our next Not-for-Profit Education Series program featuring Tushar Yadava, Director for BlackRock’s Client Portfolio Solutions (CPS) team. With growing concerns over an impending recession and inverted yield curve, Tushar will explore new market themes and update asset class views for 2019, and provide perspective on how your organization can navigate through the volatile economic climate.

This program is open to both funders and non-profit partners.

 

Agenda

11:30 am - Registration/ Lunch

11:30 am to 1:00 pm – Market Outlook

 

Speaker

Tushar Yadava, Director, BlackRock

Tushar Yadava, Director, is a Strategist in BlackRock's Client Portfolio Solutions (CPS) team working on BlackRock's model portfolios for financial advisors and intermediary platforms in the US and Latin America.

Client Portfolio Solutions is the investment group at the heart of BlackRock's portfolio construction and asset allocation ecosystem; and brings together BlackRock's research, investment experience and technology to meet clients' needs for whole-portfolio approaches.

Most recently, Tushar was an Investment Strategist in the iShares U.S. Investment Strategy team, part of the Global Investment Strategies & Insight (ISI) Group. Global ISI delivers macro and market insight, leveraging BlackRock's thought leadership platforms to provide iShares clients with executable investment ideas using iShares ETFs. Prior to that Tushar was a founding member of the iShares Americas Capital Markets Research and Content team, and has worked in Securities Lending and Cash Portfolio Management at the firm.

Mr. Yadava's service with the firm dates back to 2006, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009.

Mr. Yadava earned a BS with Honours in Economics and Management in 2003, and a MA with Merit in European Business in 2004, both from the Royal Holloway at the University of London. 

 


Non-profit Guests:

CPE course credit is available for this program.

Program level – Update

Recommended CPE credit and Field of Study - Economics 2.0 Credits

Delivery Method - Classroom

Learning Objectives - Identify 2019 market outlook, identify implications for investors and what it means for positioning portfolios, and describe best practices for balancing risk and reward.

Prerequisite knowledge/advanced preparation - A basic understanding of the previous economic climate.

Refund/complaint policy - For more information about administrative policies regarding CPE, refunds or complaints, please contact Kendall Simich at 503-471-1272 or send her an email at [email protected].

 

Official NASBA sponsor statement - Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 


 

Presented by:

   

 a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC

 

 


Fees: Free for all attendees.

 

Who May Attend:

This program is open to both funders and nonprofit professionals. Current SCG members, non-profit professionals and other grantmakers eligible for membership. Funders are encouraged to bring their grantee(s). For eligibility requirements, click here.

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