Coffee Chat Series - Omar Aguilar Apr. 9th

We are happy to invite you to our second coffee chat of an ongoing educational series where we highlight industry leaders in finance. Our second chat will host Omar Aguilar thisThursday, April 9th from 4-5pm at Charles Schwab in San Francisco (215 Fremont Street at Howard St). Omar Aguilar, Ph.D., is Senior Vice President and Chief Investment Officer for Equities at Charles Schwab Investment Management.

To register, please email Latinos in Finance and Juan Antonio Barroso with your full name, phone number, current firm and title, and anticipated questions. Please register by Wednesday to ensure you are registered with building security. These coffee chats are informal, but private, and we will limit attendance to 50 individuals. We will confirm your reservation via email and do our best to manage a waiting list. If you are not able to attend this coffee chat or the registration is full, there will be several similar coffee chats this year.

The coffee chats will follow a consistent format where the guest speaker will review her/his personal background, career trajectory, and current role. Each coffee chat will last only one hour and most of the hour will be dedicated to questions from those in attendance. We anticipate the type of questions to range from career advice to forward-looking industry thoughts.

Please find Omar's biography below.

We look forward to your attendance.

Latinos in Finance

Omar Aguilar joined Charles Schwab Investment Management, Inc., as senior vice president and chief investment officer, Equities in April 2011 where he is responsible for over $80 billion (as of 12/31/13) in equity and asset allocation mutual funds and separate account assets. He has over 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies.

Prior to Charles Schwab Investment Management, Mr. Aguilar was with Financial Engines, where he was responsible for managing more than $40 billion in assets from leading retirement plan sponsors in the defined contribution market. Prior to joining Financial Engines, Mr. Aguilar was the head of Quantitative Equity for ING Investment Management, where he was responsible for building and developing the firm’s quantitative equity group, managing more than $20 billion in assets with 15 global active, index, and enhanced index strategies for pensions funds, variable annuities, and mutual funds. He joined ING in 2004 from Lehman Brothers, where he served as the head of quantitative research for its alternative investment management business. Prior to that, he was a director of quantitative research and portfolio manager with Merrill Lynch Investment Management and Bankers Trust.

Mr. Aguilar was a Fulbright Scholar at Duke University’s Institute of Statistics and Decisions Sciences, where he earned his M.S. and Ph.D. He completed a B.S. in actuarial sciences and a graduate degree in applied statistics from the Mexican Autonomous Institute of Technology (ITAM).