Community building
It’s wonderful to support community and help bring people together for something fun, intellectual, and personal.
Running Point was honored to sponsor OCMBA‘s largest event of the year—the 2025 Market Outlook, featuring Mark Kiesel, CIO of Global Credit at PIMCO—as well as help sponsor OCMBA for 2025.
🏟️The 120+ person event was co-hosted by Chicago-Booth, USC Marshall, and Wharton Alumni Clubs along with OCMBA, sponsored by Running Point Capital Advisors, a multifamily office, and open to all alumni of the 15 OCMBA Schools and their guests.
🎤In a very personal and personable presentation, renowned investment professional Mark Kiesel of PIMCO returned to OCMBA to share his perspectives on the key factors that will impact the investment markets and the economy in 2025 and beyond.
🙏🏽Special thank you’s to Jerry Kornblau, Victoria Graveline Waiss, Jennifer Chang, and Cort Escherich, CAIA of EQT Group; and great to see and meet Lillian Qian Lin of PIMCO, Liz deSousa, CFP®, CDFA® of Running Point, Michael Woore, MBA PMP, James Stone of PennantPark, Staci Dao of Tammira, Josh Lauman of PacLife, J. Robert Motoshige, Bill Lazor, and so many others.
🏫OCMBA is a network of the Orange County/Southern California alumni chapters of the following 15 leading BusinessSchools: The Wharton School, University of Chicago Booth School of Business, USC Marshall School of Business, MIT Sloan School of Management, UCLA Anderson School of Management, UCB – Haas School of Business, Stanford Graduate School of Business, Harvard Business School, London Business School, University of Michigan – Stephen M. Ross School of Business, Northwestern – Kellogg School of Management, Columbia Business School, UCI – The Paul Merage School of Business, University of Virginia Darden School of Business, Cornell Johnson Graduate School of Management.
🔭As a multifamily office, Running Point serves executives, stakeholders, business owners, and entrepreneurs—professionals (like you) who build value and may eventually transition their businesses. We go beyond traditional wealth management by offering comprehensive financial solutions under one roof: tailored investment strategies, detailed financial roadmaps, estate and trust planning, tax services, insurance solutions, and more. True to our name, we “run point” on all your financial matters, implementing customized plans aligned with your priorities, tax optimization needs, business objectives, family considerations, and legacy goals.
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Running Point, “we are your family office”™️
PPLI and PPVA managed separate accounts,
UHNWI, wealthmanagement, estateplanning, investing, taxes, economy
“An optimistic outlook is the sun that chases away the shadows of doubt.”
Michael Ashley Schulman, CFA
Disclosure: The opinions expressed are those of Running Point Capital Advisors, LLC (Running Point) and are subject to change without notice. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Past performance is not indicative of future results. Forward-looking statements cannot be guaranteed. Running Point is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Running Point’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request. RP-25-46
