| Andrew Chan, CAIA, Co-Chief Investment Officer (8)

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 – Direction + Velocity

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 8/17/20 9:21 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.

In last week’s edition of The Week Ahead, my colleague Brett noted the massive amount of stimulus and initiatives which are only just beginning to filter through global economies. Each week more and more are being implemented, now to the tune of 566 initiatives. Each one will aid to the healing..

Investor Education Investments & Economy Grow

Seeking Balance: Playing Offense and Defense

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 8/6/20 8:00 AM

3 minute read

Monday through Friday. 6:30 AM Pacific Time. A bell rings.

Domestic equity markets open and a new trading day for professional and retail investors begins. For those with exposure to global portfolios, their portfolio rarely sleeps as Asian equities begin their trading session overnight and then are followed by European markets. Regardless of location or asset class, each professional and retail investor begins their day with the..

Investments & Economy The Week Ahead Grow

The Week Ahead – E for Earnings

By Andrew Chan, CAIA, Co-Chief Investment Officer

| 7/27/20 9:02 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 week will be the busiest week for earnings season with 37% of S&P 500 earnings reporting. So far, 127 companies, representing about 40% of index earnings, have reported with 77% beating earnings per share estimates, 73% beating sales estimates, and 61% beating both EPS and sales. All numbers..

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