2015 Investment Outlook - January 14, '15 - Newport Beach

Date and Time
Wednesday, January 14, 2015
5:00pm— 8:00pm
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Big Canyon Country Club

Walk-ups $65 at the door. Please join us for our marquee event of the year, the 5th Annual Investment Outlook.


Many investors in the US and around the world are seeing serious market volatility with ISIS, Ebola and global economic slowdown.  We haven't seen this type of volatility since 2011, so what's an investor to do?

Some important questions that investors should be considering are: 

  • How do I make money in this uncertain market environment?
  • Can interest rates possibly go lower or do they go up from here?
  • Will unexpected change in midterm elections have any affect on economic policy? 
  • What effects with an increasing unsettled middle east have on global markets?
  • Will Ebola have any meaningful impact on the global economy? What does this mean for international spending by Americans?

Hear from our panel of experts and learn what strategies they employ for their clients and for themselves.

The Investment Outlook Event has sold out in past years, so don’t miss this opportunity to network, gain insights, and improve your investing acumen!


Wednesday, January 14, 2015   5:00 pm - 7:30 pm


Buffet and Cash bar: 5:00 – 5:30 pm

Expert Panel Discussion - 5:30 pm - 6:30 pm

Networking: 6:30 - 7:30 

Moderator:  Doug Collom - Wharton San Francisco's Vice Dean

Alexandra Coupe, WG '08 - Associate Director, Pacific Alternative Asset Management Company 

Michael Gomez, C '94, WG '99 - Managing Partner, PIMCO

John Long, WG '98 - Managing Partner, Equity Residences 

Graham Pierce, UCLA Anderson '01 - Managing Director, Beacon Pointe Advisors, Associate Professor UCI's Merage School of Business

(see detailed bios below)

Location: Big Canyon Country Club, 1 Big Canyon Drive Newport Beach CA 92660

Parking instructions:  free valet or self parking

Ticket information:Click here to buy tickets

  • Online ticket sales have ended, but walk-ups (member and non members): $65/person

*OCMBAs is a network of alumni groups in Orange County that includes the following business schools: Berkeley, Chicago, Columbia, Darden, Harvard, Kellogg, MIT, Stanford, UCLA-Anderson, USC-Marshall and Wharton.



1028.jpgDoug Collom
Vice Dean
Wharton San Francisco

Doug Collom is the Vice Dean of Wharton | San Francisco. He oversees all activities that affect the San Francisco campus and is centrally involved in various outreach activities of Wharton | San Francisco at its campus in the San Francisco Bay Area and in other regions up and down the West Coast.

In the way of background, Doug is from the San Francisco Bay Area and was a corporate partner for more than 20 years at Wilson Sonsini Goodrich & Rosati, a preeminent technology law firm based in Silicon Valley. In his practice, Doug represented companies ranging from early-stage startups to significant public companies. Doug is an Adjunct Professor of Management and co-teaches a course on
Venture Capital and Startups with Professor Raffi Amit at Wharton | San Francisco and Wharton’s main campus in Philadelphia.

Doug received his law degree from the University of California at Los Angeles, and his undergraduate degree from Stanford University.


1022.jpgMichael Gomez
Managing Director
Pacific Investment Management Co.

Mr. Gomez is a managing director in the Newport Beach office, a portfolio manager and head of the emerging markets portfolio management team. Prior to joining PIMCO in 2003, he was responsible for market making and proprietary trading of emerging market bonds at Goldman Sachs. Prior to that, he spent a year in Colombia serving as a financial consultant to the Ministry of Finance and Public Credit. Mr. Gomez was named one of the rising stars of mutual funds by Institutional Investor News (2009). He is chairman of the oversight committee for the Markit GEMX emerging markets indices and also serves on other committees pertaining to emerging markets. He has 20 years of investment experience and holds an MBA from the Wharton School of the University of Pennsylvania, where he also received his undergraduate degree.


1024.jpgJohn Long
Managing Partner
Equity Residences and Table Rock Ventures

John’s passion for traveling and making smart investments resulted in the launch of Equity Residences; he is an avid world traveler hitting 40 countries in 40 years on his way to 50+ countries by his 50th. John has almost 20 years experience in management, consulting, and private equity. John holds an MBA from the Wharton School of Business and a Bachelors of Science in Engineering from Rice University. John began his post-MBA career at McKinsey & Company, as a management consultant, and since then has advised companies on growth strategies, mergers & acquisitions, and new ventures as Managing Director of Table Rock Ventures. When he is not traveling for work or play or looking for good real estate investment opportunities, John splits time between homes in San Diego, CA and Austin, TX.




Alexandra_Coupe_1198.jpgAlexandra Coupe
Associate Director
Pacific Alternative Asset Management Company

Alexandra is an Associate Director working in Portfolio Management focused on capital markets. She is a member of the firm’s Strategy Allocation Committee where she focuses on assessing the impact of asset and strategy allocation on overall portfolio risk and performance. Her experience also includes research, due diligence and risk monitoring across all PAAMCO strategies with an emphasis on credit strategies and emerging markets. Prior to joining PAAMCO, Alexandra was a Research Associate at Green Street Advisors, a boutique REIT research company where she focused on European and U.S. REIT equities. Alexandra began her career as an investment analyst at PAAMCO where she focused on merger arbitrage and constructing custom client portfolios with an emphasis on Asian institutions. She has eight years of investment management experience focused on alternative assets. Alexandra graduated from the University of Virginia with a BA in Economics and received her MBA from the Wharton School of Business at University of Pennsylvania.


1023.jpgGraham Pierce
Managing Director
Beacon Pointe Advisors

Graham oversees client servicing at Beacon Pointe and is a member of the Investment Committee and Board of Directors. He started his career in New York City in 1993 where he worked in the Private Client Services Group of Morgan Stanley and Company. He then moved to the institutional side of the business as an equity research sales trader at Solomon Smith Barney’s affiliate in Buenos Aires, Argentina, covering the local pension funds and Latin America focused investment funds throughout the U.S. and Europe. Immediately before joining Beacon Pointe, Graham worked out of the treasury department of a large publicly traded telecommunications firm managing its capital markets initiatives. Graham received his BA from the University of Virginia and his MBA from UCLA Anderson School of Business. Graham is married, has two children, and lives with his wife in Newport Beach, California.





 Proudly sponsored by Beacon Pointe Advisors

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Big Canyon Country Club

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