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• 1/15/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting NEW LOCATION - Orinda Country Club

  • When
    Wednesday, January 15, 2025
  •  
    5:30 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    28 registrants

  Register

  

  J.P. Morgan

  Guide to the Markets

  
  

  Presented & Sponsored by:

  Charles Peloquin, CAIA, CIMA®, Executive Director

  J.P. Morgan Asset Management

  925.963.9933

  charles.peloquin@jpmorgan.com

  
  

  Presentation Summary:

  We will review 7 slides in 4 main subjects including a 2024 recap. 2025, and early 2026 economic and investing implications.

  
  

  Presidential elections since 1980 with GDP and S&P 500 performance.

  
  

  U.S. Market 2024 review and 2025 outlook with discussion on EPS, P. E. multiples, Style investing, Cap size comparisons, A.I. innovation thru Enablers and Adapters, volatility, and Sector outlook within historical context.

  
  

  Federal Reserve outlook focusing on interest rates, C.D. rates, and inflation.

  
  

  Investing returns and draw down analysis under various holding periods.

  
  

  Q and A and discussion

  
  

  Learning Objectives:
  

  • Economic and U.S. Markets update from JPMorgan Asset Management
  • Realistic 2025 financial planning expectations
  • Foster better understanding of investing risks

  
  

  About Our Speaker:

  Charles Peloquin, Executive Director - CIMA ®, CAIA, is a Client Advisor for J.P. Morgan Asset Management.  Charlie represents JPMorgan's intellectual capital and investment solutions including mutual funds, separately managed accounts, ETF's, and alternative investment capabilities to premier financial advisors at major brokerage firms in Northern California & Nevada.

  
  

  An employee since 2007, prior to joining Asset Management Charlie worked in the J.P. Morgan Investment Bank on both our Credit Derivatives Desk as well as Equity Prime Brokerage.  Prior to joining J.P. Morgan Chase & Co., Charlie also work in Fixed Income Derivatives at Societe Generale. He holds a Bachelors degree from the University of Connecticut in both Economics and Political Science as well as Series 7 & 63 licenses and is a Certified Investment Management Analyst as well as a Chartered Alternative Investment Analyst.

  
  

  NEW LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  5:30 PM	Check In, Networking & Cocktail Reception  *CASH ONLY BAR*
  6:30 PM	Sit Down Plated Dinner
  6:45 PM	Welcome & Announcements
  7:00 PM	Speaker Presentation
  8:00 PM	Meeting Close - Feel Welcome to Stay and Network

  
  

  Member Registration (through 1/13)	$90 / ($100 after 1/13)
  Guest Registration (through 1/13)	$110 / ($120 after 1/13)

  
  

  JOIN EPCDV TODAY!

  RENEW YOUR MEMBERSHIP NOW

  BECOME A SPONSOR/PARTNER

  

  Complimentary Networking Event @ Headlands Brewery

  Wednesday, February 5, 2024

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• 2/5/25 EPCDV Networking Event

  • When
    Wednesday, February 05, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    2 registrants

  Register

  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, February 5, 2024 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend. Members will be provided 1 complimentary drink ticket. A Special Thanks to Our Sponsor Nicholas Landaker (707) 210-7003 nlandaker@thekey.com BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS Estate Planning Council Diablo Valley | EPCDV.org

  
  

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• 2/19/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting NEW LOCATION

  • When
    Wednesday, February 19, 2025
  •  
    5:30 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    3 registrants

  Register

  

  "The Ever Changing Market on Personal Property"

  Presented by:

  Deric Torres, Senior Vice President

  Clars Auction Gallery

  _______________
  

  Presentation Summary:

  The presenter will provide a history of trends in the market for personal property, and how trends change sometimes for the worse. Current trends will also be discussed. Personal property wealth being transferred from one generation to the next, and how does the personal property wealth come in to play. What are the different avenues of liquidation and how do they compare to one another?
  
  Two main appraisal assignments are Replacement Valuation and Fair Market Valuations. How does a professional convey to the client of the beneficiaries the differences of each, and why there are such drastic market values on each?
  
  The presenter will summarize the points and also explain why it is important to trust the professional or Auction Gallery you use for the sale of the items. How to ask the important questions, and what those questions are.

  
  

  About Our Speaker:

  Deric Torres Senior Vice President of Clars Auction Gallery 

  Deric is a seasoned acquisitions specialist and appraiser with over 15 years of experience in the auction industry. Since joining Clars Auctions in 2009, he has played a pivotal role in elevating the gallery to national prominence. Deric’s expertise and relationship-building skills have secured multi-million-dollar estates and institutions as well as Clars’ clients from coast to coast. Many of his clients consigned property that has resulted in world record-breaking sales across various departments within the gallery. Among his notable achievements are securing property from the esteemed Metropolitan Museum of Art and discovering an important Japanese cloisonné vase, long thought lost, executed for the 1893 World’s Columbian Exposition in Chicago. Deric’s passion for the industry extends beyond the gallery walls. He shares his knowledge and insights as a regular guest commentator on California and Washington state PBS stations and has been featured on the internationally syndicated television series Pawn Stars on the History Channel.

  
  

  A Special Thanks to Our Event Sponsor
  
  Robert Gewecke, CFP®

   Private Wealth Advisor
   robert.gewecke@bmo.com
  (925) 542-4584

  
  

  NEW LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  5:30 PM	Check In, Networking & Cocktail Reception  *CASH ONLY BAR*
  6:30 PM	Sit Down Plated Dinner
  6:45 PM	Welcome & Announcements (thru 9/16/24)
  7:00 PM	Speaker Presentation
  8:00 PM	Meeting Close - Feel Welcome to Stay and Network

  
  

  Member Registration (through 2/17)	$90 / ($100 after 9/16)
  Guest Registration (through 2/17)	$110 / ($120 after 9/16)

  Please note all reservations & cancellations MUST be made no later than 2pm the Monday before the meeting. Refunds will not be granted to cancellations that are received thereafter.  All cancellation requests need to be made in writing to EPCDiabloValley@gmail.com

  
  

  JOIN EPCDV TODAY!

  RENEW YOUR MEMBERSHIP NOW

  BECOME A SPONSOR/PARTNER

  
  

  Complimentary Networking Event @ Headlands Brewery

  Wednesday, March 5, 2024 from 4pm to 6pm

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• 3/5/25 EPCDV Networking Event

  • When
    Wednesday, March 05, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    2 registrants

  Register

  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, March 5, 2024 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend. Members will be provided 1 complimentary drink ticket. A Special Thanks to Our Sponsor Tiffany Sutton Realtor, Senior Certified Agent, Probate/Trust Certified Agent tiffany@therealtortiff.com BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS Estate Planning Council Diablo Valley | EPCDV.org

  
  

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