Happy Hour + Learning | Sponsored by J.P. Morgan
(registration opening soon)
Tuesday, April 22, 2026
5:00 PM – 7:00 PM
1212 Santa Monica, Santa Monica, CA
Join FPA LA for an evening of connection, conversation, and practical insights. This happy hour brings together advisors for meaningful discussions on global markets and retirement planning opportunities.
We’ll kick things off with networking, followed by small-group conversation circles led by industry professionals from J.P. Morgan. Each session is designed to be interactive, practical, and relevant to the work you’re doing with clients today.
Conversation Circles:
1. International Equities: Navigating Global Market Opportunities
A discussion on global equity volatility, recent international market performance, and how advisors can position portfolios in a shifting landscape.
Led by:
- Tom Buckingham, CFA – Portfolio Manager, J.P. Morgan Asset Management
- Nelson Edwards, CFA – Investment Specialist, J.P. Morgan Asset Management
2. 401(k) Opportunities: Supporting Business Owners in a Changing Landscape
Explore how retirement plan mandates (e.g., CalSavers) and SECURE 2.0 tax credits are creating new opportunities for advisors working with business owners.
Led by:
- Yen Nguyen - External Retirement Plan Client Advisor, J.P. Morgan
Speaker Highlights
Tom Buckingham, CFA
Portfolio Manager in J.P. Morgan’s International Equity Group, based in London, with a focus on income and value strategies. With the firm since 2007.
Nelson Edwards, CFA
Investment Specialist in the International Equity Group, based in New York. Brings experience across global markets and fixed income strategies.
Yen Nguyen
External Retirement Plan Client Advisor at J.P. Morgan, supporting advisors and clients across multiple states. Experienced in retirement plan strategy and advisor engagement.
