Wharton Alumni Relations is excited to bring you the next webinar offered to our Wharton alumni community. Registration is available EXCLUSIVELY to Wharton Club of Northern California members.  Space is limited, so register today!  If you are not already a member of our club, we encourage you to join the club and take advantage of this valuable benefit.

Register Online
Date: Thursday, August 6, 2020

Time: 05:00pm – 6:00pm PT
Location: Virtual Meeting via Zoom
Cost: No cost for WCNC Members. Dial-in information via Zoom will be shared with all those who register for the event in advance. 

About this session:

Join us for a discussion on investing your financial portfolio during this pandemic. We are honored to present three senior financial advisors experienced in navigating through prior bear markets.  The panel will discuss what market concerns are unique to the COVID scenario, lessons learned in prior bear markets and weigh in on what investing strategies may apply.  General Q&A will follow.
This event is hosted by the Penn Club of San Francisco and co-hosted by Cornell NorCal, the Wharton Club of Northern California, and several other business schools and regional Penn Clubs. 

About the panelists:

Jacqueline de La Chapelle, CFA, is a Financial Advisor at Morgan Stanley.  Prior to joining Morgan Stanley in 2016, she founded Savant Capital, a registered investment advisor.  Ms. de La Chapelle's career includes her tenure as an equity analyst at Mindful Partners, LP, a firm that Barron's ranked as a top-10 hedge fund.  Jacqueline earned her MBA in Finance from the Wharton School of the University of Pennsylvania (WG'89) and holds a BA in Art History from Whitman College.

Christy Ahn is a Morgan Stanley Wealth Management Financial Advisor and has previously worked as an Equity Analyst at Goldman Sachs and Lehman Brothers.  Ms. Ahn earned her MBA from Columbia Business School ('95) and her BA from Cornell University.

Meredith Jensen joined Morgan Stanley in 2018 with over two decades of investment experience.  Prior to joining Morgan Stanley, Meredith spent nine years at UBS as an Executive Director and held positions as a Vice President at Credit Suisse and JP Morgan analyzing and advising on international equities.  Ms. Jensen earned her MBA from Columbia Business School ('92) and her BA from Vanderbilt University.



 
Contact Information
Clliff Leventhal
secretary@sfpennclub.com