Calendar

Thursday, October 15th, 2009

DealMakers Breakfast with Silicon Valley Bank's Joe Morgan

How High is the Water?
When Will Today's Flood Recede and How Will We Know Itω

Join ACG Boston for the DealMakers Breakfast with the Chief Investment Officer for SVB Asset Management, Joe Morgan.

Register early to reserve your spot and secure the early registration rates!  Prices increase when early registration ends Thursday, October 8.





Joe Morgan
Chief Investment Officer
Silicon Valley Bank Asset Management


Joe Morgan is the chief investment officer and head of portfolio management for SVB Asset Management. For more than 15 years of he has successfully managed fixed income portfolios for the purpose of total return, current income, and liability diffusion.  In his current role, Morgan leads a team of portfolio managers and traders that sets and executes investment strategy for all of SVB Asset Management’s client investments.

Frequently invited to speak at financial industry events, Morgan is widely sought out by business media and influencers for his perspective on issues affecting the fixed income market. He is most well recognized for his leadership in exiting and speaking out about the substantial risks associated with auction rate securities since 2004. The Wall Street Journal called Morgan "The Auction Rate Cassandra" once the market started to fail in 2008. Morgan authors a weekly economic outlook column, among several other publications.

Prior to joining SVB, Morgan was a senior portfolio manager with City National Asset Management in Beverly Hills, and was responsible for the bank's taxable fixed income total return oriented clients. He also spent seven years with Seneca Capital Management in San Francisco. At Seneca, he was responsible for managing institutional fixed income assets totaling over $5 billion with various return objectives and benchmarks.

Morgan received both his bachelor's and master's degrees in finance from Texas A&M University, and is a Chartered Financial Analyst.





this event is sponsored by Aon:

 









this event is supported by ACG Boston's media sponsor:

                




REGISTRATION NOTES:

• If you are an ACG Member who needs login & password information, email your request.
• Before selecting the Corporate Plus price point, confirm your firm is a member.
• HBSAB Members will receive the current member pricing upon selecting the non-member price point and entering the promotion code received via e-mail.