BY MAUREEN N. MARATITA
ASC Trust Corp. is hosting its first Annual Investment Conference, offering its clients and other invited executives an opportunity for a picture of market trends and investment strategies from local and off-island experts.
The conference is sponsored by the Asia Pacific Group of Raymond James, which has been instrumental in organizing the event. The group is the financial adviser to ASC and its clients.
(From Left) Nicholas Lacey and Jason B. Miyashita
Candy C. Okuhama, director of sales and marketing for ASC, told the Journal, “The island has not seen these type of fund managers come in. We’re very excited.”
The keynote speaker at the Dec. 7 ASC event at the Lotte Hotel Guam is Nicholas Lacey, who is the chief portfolio strategist for the Raymond James Investment Committee.
According to his resume, Lacey oversees a team of researchers who, among other activities, are responsible for setting the asset allocation policy for AMS discretionary (Freedom) and the Raymond James Recommended models, as well as the unified management account platform. Lacey is also a voting member of the AMS Investment Committee, which is the decision-making body for asset management services products, such as Freedom and Separately Managed Accounts. He is also a member of the Raymond James Investment Strategy Committee, which drives the firm’s allocation recommendations.
Jason B. Miyashita, senior vice president for investments and senior institutional consultant at the Asia Pacific Group of Raymond James, said of Lacey, “He’s one of the top people at Raymond James. We’ve never had such high-level people [on Guam] before.”
My Edmonds, senior institutional consultant for Raymond James Institutional Services, will also speak at the ASC conference.
Additional speakers and panelists include Sabin Khemlani, regional director of Vanguard; and Bryan Knause, vice president of Pacific Investment Management Co. LLC.
A number of the speakers and panelists will also be attending the 15th Annual Pacific Region Investment Conference on Dec. 3 and Dec. 4, hosted annually by the Asia Pacific Association for Fiduciary Studies.
While members of APAFS include regional government fiduciaries at pension and social security funds, Miyashita said the ASC conference will offer other attendees, such as corporate executives and family trust officers, a unique opportunity.
Between 150 and 200 people are expected to attend the ASC conference.
“It’s going to be a sizeable conference,” Miyashita said. “The goal is to try to do this annually for ASC.”