| Andrew Chan, CAIA, Co-Chief Investment Officer (14)

Andrew Chan, CAIA, Co-Chief Investment Officer

Mr. Chan co-leads the strategic investment committee and is responsible for overseeing First Foundation Advisor’s investment solutions platform which includes conducting investment manager research for both traditional and alternative investments as well as asset allocation guidance for portfolio construction. As a member of the investment committee, he provides market commentary and investment insights to clients. Additionally, Mr. Chan serves as a senior executive on the business strategy committee providing guidance on firm wide initiatives. With over 15 years of wealth management experience, Mr. Chan has played key roles across various aspects of investment and wealth management. Prior to joining First Foundation Advisors, Mr. Chan was most recently a portfolio manager at U.S. Trust where, in addition to his daily responsibilities, he served on numerous national committees including the investment manager committee, the portfolio model committee, and the strategic technology committee. He also served on the in-house strategic consultant committee reporting directly to the President of U.S. Trust. Mr. Chan is a graduate of the Wharton School Executive Program on Investment Management and holds a Bachelor of Arts degree in Business Administration from the University of California, Riverside. He is a Chartered Alternative Investment Analyst (CAIA). Mr. Chan has previously served as an exam working group member and as an exam grader for CAIA. A member of the CAIA SoCal Executive Board since 2015, Mr. Chan has served as executive chapter head since 2017.

The Week Ahead – Port Wine

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 7/22/19 8:22 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

This summer I had the opportunity to tour Portugal and spent a few days in Porto, famous for their Port wine cellars, as well as the Douro Valley, where Port wine is actually made. For those unfamiliar with Port wine, it is a fortified wine typically served as a dessert wine. The Douro Valley..

Investments & Economy The Week Ahead Grow

The Week Ahead – The Emerging World

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 6/18/19 8:00 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

I recently visited Playa del Carmen in Mexico where I learned that at one time in the mid 2000’s, it held the record as the fastest growing city in the world by the Guinness Book of World Records. In 1990 it had 2,000 residents, mostly all of local Mayan decent. By the 2000’s it was growing at..

Investments & Economy The Week Ahead Grow

The Week Ahead – Essentials of Negotiation

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 5/13/19 8:11 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

One of my favorite classes in college was “Business 144: Negotiation Fundamentals”. In fact, I still have the textbook in my home library, “Essentials of Negotiation” by Lewicki, Saunders, Barry, and Minton. While we all have been negotiating all of our lives, from “If I finish my vegetables, can..

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