Program
Tiffany Wilding:
Ms. Wilding is a managing director and economist based in the Newport Beach office. She leads PIMCO’s Cyclical Forum, crafts the firm’s outlook for the global economy, and analyzes key macro risks for the firm’s Investment Committee. She also co-chairs the firm’s Americas portfolio committee. Prior to joining PIMCO in 2016, she was the head of global interest rate research at Tudor Investment, responsible for recommending trade ideas based on global macro trends. Previously, she was a U.S. interest rate strategist with Morgan Stanley and a Treasury market policy analyst for the Federal Reserve Bank of New York, where she helped structure and implement the central bank’s response to the 2008 financial crisis. She has 18 years of investment and economics/financial markets experience and holds an MBA in quantitative finance from New York University's Stern School of Business. She received an undergraduate degree from Rhodes College.
Vidur Mehra:
Mr. Mehra is a senior vice president and product strategist on the defined contribution team in the Newport Beach office, focusing on target date funds and retirement income solutions. Prior to joining PIMCO in 2022, he was a vice president and senior DC investment strategist at State Street Global Advisors (SSGA), responsible for supporting sales efforts across U.S. DC clients and prospects; he also contributed to product and solutions development. Previously, Mr. Mehra was a senior investment consultant at Willis Towers Watson, where he advised institutional retirement plan sponsors on asset allocation, DC plan design, manager selection, and ongoing monitoring of their retirement plans. He has 18 years of investment experience and holds an undergraduate degree in economics and mathematics from Ohio Wesleyan University. He is also a CFA charterholder and an Associate of the Society of Actuaries.
Continuing Education
2 CE for AIF (pending)
2 CPEs for ASPPA certifications
2 CE for ERPA (pending)
2 CECs for NIPA certifications
2 hours for California CPAs
1.5 hours of California MCLE
2 hours for Certified Financial Planners (pending)
2 CE for CRPS
2 CE for CEBS
Pricing
- Individual Member: $55
- Non-Members $80
- Gold Members: Prepaid Must Register Online
- Corporate & Sponsor Members: Prepaid Must Register Online
Doors open at 7:30 am for check-in, breakfast and networking. Our program will begin at 8:00 am and this program will end at approximately 9:45 am. The registration fee includes a full breakfast buffet and hosted valet parking.
- WP&BC Members can bring a guest for free! This is a wonderful opportunity to introduce your peers and colleagues to our Chapter. Remember, your guest MUST be a first-time visitor and potential member. Email info@wpbcorangecounty.org for details.
- The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.
Enjoying our programs and interested in membership? Please send an email to info@wpbcorangecounty.org for additional information.