
**This event has sold out. A waitlist is available.**
Please complete the form with your email and best contact number.
You will receive an email or phone call should a slot open up.
CLICK HERE to access the waitlist form.
Please complete the form with your email and best contact number.
You will receive an email or phone call should a slot open up.
CLICK HERE to access the waitlist form.
Join the Wharton Club of New York for a fireside chat with Howard Marks, CFA, Co-Chairman of Oaktree, moderated by Jamie Li.
Since the formation of Oaktree in 1995, Howard 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.
Moderator:
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:
Tuesday, February 25, 2025
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 - $20 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $40
Gold & Benefactor Members - $0

Pre-registration is required. Please register early as this event will sell out quickly.
Registration is subject to availability and will close on Tuesday, February 25th at 9:00am.
Cancellations must be made at least 48-hours (business day) prior to the event date by sending an email to Gabriela Sanchez. Refunds or credits for future events are not available for any no-shows or late cancellations. Click here for full details.
Since the formation of Oaktree in 1995, Howard 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.
Moderator:
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:
Tuesday, February 25, 2025
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 - $20 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $40
Gold & Benefactor Members - $0

Pre-registration is required. Please register early as this event will sell out quickly.
Registration is subject to availability and will close on Tuesday, February 25th at 9:00am.
Cancellations must be made at least 48-hours (business day) prior to the event date by sending an email to Gabriela Sanchez. Refunds or credits for future events are not available for any no-shows or late cancellations. Click here for full details.
Where:
Midtown Location
New York, NY
[ Get Directions ]
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Attendee Chart:
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