Please join us for breakfast, generously sponsored by Bank of America, and an economic outlook discussion with Baie Netzer, Private Bank Senior Investment Strategist. Baie will examine the key forces shaping today’s global market environment and discuss potential risks and opportunities in the near-term and beyond.

PROGRAM AGENDA
8:00-8:30 am: Check-in and Breakfast
8:30-9:30 am: Presentation and Q&A

HOST
Xavier Manrique
Senior Vice President, Private Client Advisor
Bank of America Private Bank

FEATURING
Baie Netzer, CFA, CFP®
Managing Director, Senior Investment Strategist
Bank of America Private Bank

Baie Netzer is a Managing Director and Senior Investment Strategist for Bank of America Private Bank. She serves as investment thought
leader by presenting the national Chief Investment Office’s current market outlook and investment strategy to high-net-worth clients
across the West division. In this role, she works with our clients’ dedicated advisors and portfolio managers to ensure that top of the house
macroeconomic, thematic and tactical portfolio strategy align with clients’ specific objectives and customized investment solutions.
Baie has been in the financial services industry for over 20 years having begun her career as a financial analyst at Goldman, Sachs in New
York. Prior to joining Bank of America, Baie led the northern California team of investment professionals managing portfolios for high and
ultra-high net worth clients at Wells Fargo Private Bank. Before joining Wells Fargo, Baie served as Director of Manager Research, Chair of
the Alternative Investments Committee and one of five voting members on the Asset Allocation Committee at HighMark Capital
Management, the asset management division of Union Bank. Previous to that role, she comanaged approximately $2 billion in portfolios for
registered investment advisor Litman/Gregory.
Baie also spent over a decade covering global financial news for print, radio and television outlets in the U.S. and Europe.
Baie attended Stanford University where she earned a Bachelor of Arts degree with Honors in International Relations. She is a CFA®
charterholder and a Certified Financial PlannerTM professional. She previously served as President of the Board of Directors for the CFA
Society of San Francisco and as an advisory board member for UC Berkeley Extension’s Personal Financial Planning Certificate Program..

FEAT MEMEBERS AND GUESTS - Be sure to RSVP to reserve your spot. Space is limited! We look forward to seeing you at this excellent event hosted by Bank of America.