Join the Wharton Club of South Florida and Harvard Business School Club of South Florida for the Annual Economic Forecast Event with Howard Marks, W'67 Co-Founder Oaktree Capital Management.
CFA Society of Miami
WCSFL Members: $150 per person
Non-Members: $175 per person
Members may register 1 additional guest at member rate.
REGISTRATION HAS CLOSED.
Attention All Wharton Alumni: If you’re not already a member… Join the Wharton Club of South Florida before you register for this event. Membership starts at just $75 (free for recent grads). A wise investment since, joining gets you:
- Access to “Members Only” events such as the Holiday Party.
- Free access to many events that non-members must pay for.
- Discounts for you and a guest to most other events.
So don’t pay more for this event! JOIN HERE!
Howard Marks, CFA
Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm's adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction.
From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research.
Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® Charterholder.
Mr. Marks is a Trustee and Chairman of the Investment Committee at the Metropolitan Museum of Art; Chairman of the Investment Committee and Board of Trustees of the Royal Drawing School; and an Emeritus Trustee of the University of Pennsylvania where from 2000 to 2010 he chaired the Investment Board.