2019 SGV Economic Forecast Summit
/ Did you know the San Gabriel Valley is one of the most prominent hubs for FDI (foreign direct investment) in Southern California?
What makes the San Gabriel Valley unique is its growing global financial influence that has made this region an emerging leader in Southern California. The SGV Economic Forecast Summit connects business and civic leaders, and helps them receive timely and valuable financial insights to help them succeed in this global age.
Our 2019 Summit will take place on Thursday, April 4, 2019.
Bank of America Merrill Lynch
Hahn & Hahn Lawyers
Dr. Soraya M. Coley/ Cal Poly Pomona
Dr. Soraya M. Coley, a veteran administrator with more than 20 years of experience in higher education, became the sixth president of Cal Poly Pomona in January 2015.
Coley came to Cal Poly Pomona from Cal State Bakersfield, where she was the provost and vice president for academic affairs from 2005 to 2014. She served as interim vice president for university advancement in 2011-12.
Her experience includes serving as Cal State Fullerton’s dean of the College of Human Development and Community Service, as administrative fellow, and professor and department chair for the human services department. She was the system-wide provost and vice president for academic affairs at Alliant International University, from 2001 to 2003.
Coley’s career has been marked by efforts to eliminate obstacles that prevent people from reaching their potential and fully participating in society. She worked as a research assistant for the Child Welfare League of America, as the national director of the Child Abuse Prevention Project at the National Urban League, and as a survey manager at a policy research institute in Princeton, New Jersey.
Coley is a member of the American Council on Education Women’s Network, Los Angeles Area Chamber of Commerce, Pasadena Bioscience Collaborative, and the Los Angeles Coalition for the Economy and Jobs. She is a former member of the board of directors for Children and Family Futures as well as the Kern County Schools’ “Ready to Start” program. In 2000, she was recognized as “One of Ten Women Making a Difference” by Orange County Metro Magazine.
Coley earned a bachelor’s in sociology from Lincoln University, a master’s in social planning and social research from Bryn Mawr, and a doctoral degree in social planning and policy from Bryn Mawr.
/ Master of Ceremonies:
Frank Mottek/ CBS
Frank Mottek is the voice of business news in Los Angeles. He is the Senior Money Anchor on CBS all-news station KNX 1070 Newsradio anchoring the morning drive business updates. He also hosts Mottek On Money at 11am Saturdays and 8pm Sundays on KNX. Mottek On Money is also podcast at Play.it Frank is an award winning broadcaster with more than 30 years experience in radio and television news including KCAL-9, CBS-2 and KTLA Channel 5 in Los Angeles as well as The Nightly Business Report on PBS.
In 2016, he received the Distinguished Journalist Award from the Los Angeles Chapter of the Society of Professional Journalists. Frank has also appeared as the newscaster on major motion pictures including 10 Cloverfield Lane and The Nice Guys. For many years he was on radio and television in Miami. While in Florida, his experience included broadcasting the live descriptions of more than 20 space shuttle launches on the CBS Radio Network. He was an eyewitness to the 1986 Challenger disaster at the Kennedy Space Center. On KNX, Frank closely follows the financial markets and economic news on a daily basis. He extensively covered the financial crisis as it unfolded in 2008 on the KNX Business Hour. He was also on the air during the Great Recession and so-called "Flash Crash" in 2010 as it happened. Frank leads some of the highest profile business discussions and events in Southern California for groups including the Southern California Association of Governments, LA Area Chamber of Commerce, Los Angeles County Economic Development Corporation. LA Business Journal CEO Conference and the Association for Corporate Growth. He is past-president of the Greater L.A. Chapter of the Society of Professional Journalists. Frank also serves on the executive board of the Concern Foundation for Cancer Research and on the board of directors of the Radio Television News Association of Southern California. He previously served as President of the Florida AP Broadcasters.
/ Economic Forecast Speakers:
Charles Simonds/ US Trust
Charles Simonds is a managing director and the market investment executive for Greater Los Angeles at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for managing a team of portfolio managers and overseeing their creation and management of personalized investment portfolios incorporating a broad range of wealth solutions as well as financial planning and wealth strategy. This includes helping clients establish goals and objectives, working towards developing an appropriate overall strategy, creating and managing solutions and helping clients monitor progress toward reaching their goals. In addition, he helps clients navigate changing market environments by providing guidance in the areas of asset allocation, tax-minimization strategies, retirement and multi-generational planning strategies. In addition, Charles is responsible for helping the market meet its investment related goals as well as oversight of the overall client investment experience.
In previous roles, Charles was a senior portfolio strategist within the Institutional Investments group working with non-profit and defined benefit clients and provided investment consulting services to U.S. Trust’s Institutional and High Net Worth clients.
Prior to joining U.S. Trust, he was director of research at ShelterwoodFinancial — a multi-family office — where he created and managed a multi-manager investment platform across all asset classes and acted as a portfolio manager for their fund of hedge funds. Previous to that he was an analyst at a long/short equity hedge fund and started his career as an equity research analyst at Salomon Smith Barney where he was part of an Institutional Investor top-ranked team.
Charles received his B.A. from Yale University.
Somjita Mitra, Ph.D./ Los Angeles Economic Development Corporation
Dr. Somjita Mitra is the Director of the Institute for Applied Economics at LAEDC. Her focus is in regional analysis, economic impact studies and the industrial and occupational structure of local economies. Dr. Mitra received her Bachelor of Arts in Economics and Political Science from the University of California, Los Angeles and her Master of Arts in Politics, Economics and Business as well as her Ph.D. in Economics from Claremont Graduate University.
/ Keynote: • New Faces, New Spaces: How Shifting Demographics are Changing Housing
Pete Reeb/ John Burns Real Estate Consulting
Pete Reeb uncovers emerging housing market trends and advises homebuilders, private equity firms and pension funds on opportunities in the real estate industry. Pete has been involved in over 3,500 real estate deals, using his insights and expertise to help his clients build desirable and profitable new home communities. Pete is a Principal with John Burns Real Estate Consulting, a nationwide advisory group to the new home industry.
/ Panel Speakers