USC Marshall Alumni Assoc Business Breakfast series


Business Breakfast Series

presented by

USC Marshall Alumni Association Orange County

Navigating a Challenging Economy and Maximizing Your 2011

Otis ‘Tres’ Heald, MBA ’95,
Senior Vice President, Director of Equity Investments,
City National Asset Management

Please join a distinguished group of Orange County business leaders and friends as Otis ‘Tres’ Heald of City National Asset Management -a division of City National Bank- discusses how local business professionals can maximize the current economic situation to their benefit in the new year.

About the Speaker:

Otis ‘Tres’ Heald serves as Senior Vice President and Director of Equity Investments for City National Asset Management. Bringing more than 20 years of experience in portfolio management, equity analysis and credit analysis experience, he is responsible for all fundamental equity strategies and serves as an equity analyst for the company’s $35.8 billion in assets.

Mr. Heald is a Chartered Financial Analyst, and is a member of the CFA Society of Los Angeles and the Orange County Society of Investment Managers. He holds a Master’s Degree in Business Administration from the University of Southern California and a dual bachelor’s degree in finance and real estate from San Francisco State University.

Mr. Heald is a board member and serves as the president of the Downs Syndrome Association of Orange County. He also serves on the investment committee of MemorialCare Health System, a six hospital not-for-profit health system in Southern California.

Tuesday, January 25, 2011

Program: 7:30 AM – 9:00 AM
7:00 AM Check-in and Networking
7:30 AM Breakfast , presentation and Q&A with speaker

The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660
For directions: 949-955-1123

Registration – preferred pricing until 5 p.m. 1/23/11:

$32 = Early USC Marshall Students, Alumni, Faculty, Staff by 5 p.m. 1/17/11
$42 = Early non-Alumni General Admission by 5 p.m. 1/23/11
$45 = Late Registration for all after 5 p.m. 1/23/11
$50 = USC Alumni ONLY Door Registration – space permitting
*No refunds after 5pm 1/23/2010.

Online RSVP:

Make your reservations early. Limited seating, first come, first serve.

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