WCNY Response to COVID-19

** This event has been postponed until Fall 2020. **

Howard Marks, CFA, Co-Chairman
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.  He chairs the Investment Committee of the Royal Drawing School and is Professor of Practice at King’s Business School (both in London).  He serves on the Shanghai International Financial Advisory Council and the Advisory Board of Duke Kunshan University.  He is an Emeritus Trustee of the University of Pennsylvania, where from 2000 to 2010 he chaired the Investment Board.

Howard will be interviewed by:

Jamie Li, CFA, serves as Portfolio Manager at the State Teachers Retirement System of Ohio, where she manages a multi-billion dollar active international equities portfolio. A strong believer in long term, fundamental value based investing, Jamie has maintained over a decade of consistent outperformance. An active volunteer with the CFA Institute, Jamie served on the Education Advisory Committee overseeing the content and structure of test materials and curriculum, and as President and senior officer of the CFA Society of Columbus for multiple years. She received her MBA with High Honors from the Booth School of Business at the University of Chicago and a Bachelor’s in Architecture from Zhejiang University. Jamie has diverse interests in arts, music and culture. She hosted several radio programs, enjoys drawing, painting and photography, and has participated in the production of two Grammy winning Jazz albums.

When:
Thursday, April 30, 2020
6:00pm - 6:20pm - Registration, Wine and Crudité Reception 
6:20pm - 6:25pm - Introductions and Opening remarks
6:25pm - 7:25pm - Howard Marks fireside chat with Jamie Li
7:25pm - 7:30pm -  Closing Remarks

Where:
Midtown location (Note: Address will be sent via email to all registered guests 24-48 hours prior to the event to the "Primary Email" address listed in your profile. Please review your profile to confirm that the email address listed is correct.)

Cost:
WCNY Supporting Members - $30 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $50
Gold & Benefactor Members - $30

Click here to register. Please register early as events can and do sell out quickly.