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EDUCATION SESSION

Check Your Financial Health, Especially in Volatile Markets

Time for a financial health check-up. Review the state of your personal portfolio. Consider how you are protecting your assets in the short term during these volatile markets. Keep an eye on the long-term horizon as well. Learn how to manage your investments in any market environment.


Bring your questions for a tip-laden session. Following the discussion, compare notes with your peers as you network over refreshments.


You are encouraged to invite a guest in the financial services industry to attend, learn more about 100WF and become a member of the organization. Join 100WF here.


Please RSVP promptly as spaces are limited.


For more information, please contact scalif@100women.org.

DATE

12 October 2022

TIME

3:30 PM Registration

4:00 PM Event Begins

The program will begin promptly at 4:00 PM; please allow time to get through building security and to register before the event begins. Those arriving after registration has closed may not be admitted.

LOCATION

Cuvee Restaurant

2000 Avenue of the Stars

Los Angeles, CA 90067 - Directions

PARTICIPANTS

Emily Horan

J.P. Morgan Private Bank


Elizabeth Rahn

J.P. Morgan Private Bank


Lisa Fridman

Moderator

Quadrata

HOST

J.P. Morgan

www.jpmorgan.com

RSVP NOW

100WF's policy allows guests to attend one 100WF event to learn more about 100WF and experience our programming, before becoming a 100WF paying member. 100WF requires members to pay an annual access fee in order to RSVP for and attend more 100WF events, access the 100WF Job Board and other member benefits.


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If you have any questions about this event, please contact the California, South Education committee.



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BIOGRAPHIES

Emily Horan

Executive Director, J.P. Morgan Private Bank


Emily Horan is an executive director with J.P. Morgan Private Bank in Los Angeles. In her role as a client advisor, she is responsible for developing and maintaining client relationships, as well as providing strategic advice and access to specialists on behalf of J.P. Morgan’s Private Banking clients. Emily evaluates her clients’ goals and priorities and helps provide advice on investment strategies, lending, banking, trust & estates and long term financial planning. Emily has 18 years of financial markets experience. Emily has a BS in Business Administration from Washington and Lee University and is a Certified Divorce Financial Analyst. Emily serves on the board of Camp Ronald McDonald and is a member of the Junior League of Los Angeles. She lives in West Los Angeles with her two sons and husband.


Elizabeth Rahn

Executive Director, J.P. Morgan Private Bank


Liz is a client advisor with JP Morgan’s Private Bank in Los Angeles. She has 20 years of experience in wealth management and is responsible for advising individuals, families, endowments and foundations on a range of wealth matters including: investment management, portfolio construction, asset allocation and investment policy statement advice, liquidity management, credit solutions, multi-generational wealth transfer and charitable giving. Liz received her MBA with a concentration in Finance from The UCLA Anderson School of Management. She received her Bachelors degree in French Literature from Columbia College, Columbia University.A native Angeleno, philanthropy plays an important role in Liz’s life. She is a trustee of Children’s Hospital Los Angeles (CHLA) where she serves on the Foundation Board and is actively involved with St. Matthew’s Parish School. 


Lisa Fridman

President and Co-Founder, Quadrata


Lisa Fridman is the President and Co-Founder at Quadrata, focused on bringing identity and reputation on-chain through Web3 passports. Ms. Fridman is an experienced business builder and investor. She was previously the Head of Blockchain Strategy at Springcoin, Inc. (“Spring Labs”). Prior to joining Spring Labs, Lisa served as a Co-Head of Strategy at Martlet Asset Management, Chief Executive of PAAMCO Europe and the Global Head of Research at PAAMCO. Throughout her career, Lisa has collaborated with leading financial institutions and allocators, delivering bespoke solutions. Ms. Fridman received her MBA from UCLA Anderson. She graduated summa cum laude with a B.A. in Business Economics from UCLA. Lisa is passionate about education and serves on the Fink Center Board.

ABOUT

J.P. Morgan

J.P. Morgan Private Bank provides private banking and wealth management services to individuals and their families. The company provides investment advice and planning, asset allocation, discretionary and non-discretionary portfolio management, and specialized advisory services.

100 Women in Finance

100 Women in Finance strengthens the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.

This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.


Space is limited. No walk-ins will be permitted.


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