Women Investing In Security and Education (WISE) Signature Luncheon – October 11, 2011 - Featuring Rob Arnott, Chairman and CEO of Research Affiliates

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Rob Arnott, Chairman and CEO of Research Affiliates will be interviewed by Consuelo Mack, of WealthTrack, at the Women's Investing in Security and Education (WISE) luncheon on October 11, 2011 at the Center Club in Costa Mesa, CA. As a bonus, two top-tier investment advisors will present their views of the equity and fixed income markets. Register at http://www.wise-investors.org

“The 3-D Hurricane: How Debt, Deficits and Demographics Affect your Investments and Where to Seek Shelter” will be presented by Rob Arnott, Chairman and CEO of Research Affiliates at the Women’s Investing in Security and Education (WISE) Signature Luncheon at the Center Club in Costa Mesa on October 11, 2011. Arnott, one of the world’s most provocative and respected financial analysts, will explain the long-term investment implications and where investors should look to secure their financial futures. Mr. Arnott will be interviewed by Consuelo Mack of WealthTrack, acclaimed “The Best Money TV Host” by Money magazine.

The cost per seat is $50 with online registration, and $55 at the door. The program is from 11:30 a.m. to 1:30 p.m. Parking is included. Premium seating and sponsor tables are also available. Online registration is required at http://www.wise-investors.org or call (714) 514-3736 for more information.

The WISE luncheon will include a Bonus Investing Panel, with two top-tier investment advisors: Laura Tarbox, President of Tarbox Group; and Susan King Riechel, Managing Director, Fixed Income Investments, First Foundation Advisors.

"The WISE organization continues to grow and add events as new opportunities arise. We continue to encourage participation and outreach within the community to share our vision,” says Founder and Past President, Helen M. Olson, Ph.D. "Over 400 volunteers and supporters have actively participated and over 5000 women have benefited from WISE Programs. In addition, WISE has donated over $90,000 to community organizations which assist and educate women and girls."

About: Rob Arnott, Chairman and CEO of Research Affiliates:
Over his 30-year career, Robert Arnott has developed a reputation as one of the world’s most provocative and respected financial analysts.

Rob has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation and the Fundamental Index® approach to indexation.

In 2002, he established Research Affiliates as a research-intensive asset management firm that focuses on innovative products. The firm explores novel approaches to active asset allocation, optimal portfolio construction, and more efficient forms of indexation. Research Affiliates distributes investment products globally in partnership with leading financial institutions.

Rob has been a frequent contributor to leading financial journals and books. He has published more than 100 articles in journals such as the Journal of Portfolio Management, the Harvard Business Review, and the Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. In recognition of his achievements as a financial writer, Rob has received five Graham and Dodd Scrolls, awarded annually by CFA Institute for best articles of the year. He also has received two Bernstein–Fabozzi/Jacobs–Levy awards from the Journal of Portfolio Management.

About: Laura Tarbox, President, Tarbox Group
2011 marks Laura Tarbox's 32nd year in financial planning. A UCLA graduate, Laura received her CFP in 1984. She is President of The Tarbox Group, Inc., a fee-only registered investment advisory firm she founded in 1985. The Tarbox Group is located in Newport Beach, CA and employs a team approach in offering comprehensive wealth management services to families.

Ms. Tarbox has served on the Charles Schwab Institutional Advisory Board, the National Board of the ICFP, and as President of the Orange County ICFP. She completed a term on the CFP Board of Examiners and has taught CFP courses and CPA continuing education classes for over 20 years. Laura also works as an expert witness and as a private fiduciary and family trustee.

Ms. Tarbox is Board Chair of the Laguna Beach Community Foundation and serves on several other non-profit boards.

About Susan King Riechel,
Susan Riechel is Managing Director of Fixed Income Investments, First Foundation Advisors and is responsible for directing the firm's actively managed fixed income strategy for high-net-worth individuals, foundations, endowments and retirement funds. In her role as managing director, she oversees the firm's taxable and non-taxable fixed income investments.

Ms. Riechel has over thirty years of experience in investment management and banking. Prior to joining First Foundation, she was Managing Director - Fixed Income at Covington Capital Management in Los Angeles. Formerly Ms. Riechel was also Managing Director at Columbia Management, a successor firm to U.S. Trust Company where she was Managing Director, Head of Fixed Income serving offices on the West Coast.

Ms. Riechel started her investment management career at First Interstate Bank where she was Director of Institutional Asset Management - Fixed Income. She began her banking career at Lloyds Bank PLC, New York and was formerly the head of global funding at Security Pacific Bank. She graduated with a Bachelor of Arts degree in History from University of New Hampshire, Durham. She holds an MBA with a concentration in Finance and Banking from the Lubin School of Business at Pace University.

About Women Investing in Security and Education (WISE)
The MISSION of WISE, Women Investing In Security and Education a 501(c)(3) non-profit membership organization, is to provide opportunities and expertise for the financial education of women and girls in a friendly and non-intimidating environment.

The Vision of WISE is to facilitate the financial education of all women and girls so they may:

  • acquire skills, tools and the mindset to improve their financial status
  • network with other women with similar financial needs and goals, and
  • secure their personal financial freedom

WISE provides varying venues to accomplish financial education from basic finances and thrift concepts to more sophisticated money management.

Working closely with women, WISE provides venues to address those areas of financial education most pertinent to women and girls at all income levels.

WISE is guided by the general principles of volunteerism: giving of self without personal gain or profit. We strive to ensure professionalism, integrity, quality, and confidentiality in an environment where participants gain understanding and better secure their personal financial future.


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Darlene March
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