ACG 101 2023 State of the Economy Panel


Event Details


March 15, 2023 5:30 PM - 8:30 PM PDT

Location Name
The Lakeside Room at The Westlake Village Inn
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Please join us for a timely discussion: rising interest rates, inflation, and a tight labor market.

We will be discussing cloud computing and cyber security, retail apparel, commercial real estate and portfolio diversification strategies, featuring economic expert Matthew Fienup, PhD, Executive Director of California Lutheran University’s award-winning Center for Economic Research & Forecasting (CERF).

The panel discussion will be led by Brad Levin, Managing Director & Senior Wealth Advisor of The Colony Group.

*** Dress is business casual

*** Drinks and appetizers will be served at the event

ACG 101 encourages Uber or other ride share options when drinking alcoholic beverages



Matthew Fienup

Matthew Fienup, Economic Update

California Lutheran University
Executive Director, Center for Economic Research & Forecasting (CERF)

Matthew is an applied economist who specializes in econometrics, economic policy analysis, land use, and environmental markets. He is Associate Professor of Economics and teaches in Cal Lutheran's M.S. in Quantitative Economics program. Matthew is a member of the Wall Street Journal Economic Forecasting Survey and was the recipient of 2019, 2020, and 2021 Crystal Ball Awards for the Zillow Home Price Expectations Survey (formerly the Case-Shiller). CERF's U.S. home price forecast received multiple top-3 rankings among the 100 forecasts included in the survey. 
Matthew returned to school to earn his PhD after running a small business in Ventura County for more than a decade. His other specialties include California Natural History, technical rock climbing and photography. 

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Brad Levin, Moderator

The Colony Group
Managing Director/Senior Wealth Advisor

Brad Levin is a Managing Director and Senior Wealth Advisor at The Colony Group. He brings nearly 30 years of experience as a financial advisor and many years as a business owner prior to joining the firm. He lead’s our Colony Family Office practice in Calabasas, CA and works closely with partners in our Business Management group to serve the needs of successful entrepreneurs, executives, entertainers, and their families.

Brad and his team deliver a vast array of relevant services including investment management, tax planning, multi-generational gifting and wealth transfers, family wealth education, family governance, philanthropic advice and business management. Brad’s services can be especially valuable to successful business owners who are planning for an eventual sale or transition of their business.

Within The Colony Group, Brad has developed a unique approach to financial planning, called Bucket List Living. It seeks to a balance prudent planning for long-term lifetime goals while enabling the ability to experience more near-term life-enriching experiences. Brad’s passion for helping others find balance is evident from the moment he meets them as he listens carefully to their needs, and designs a financial plan in which clients can find fulfillment beyond a monetary amount. In addition to working with clients one-on-one, Brad is a portfolio manager with a strong focus on technical analysis and is involved in the management of investment strategies.

Brad was the founder of Legacy Wealth Partners, a boutique wealth management firm in Calabasas, CA, prior to merging with The Colony Group in 2021. He graduated from the University of California, Santa Barbara with Bachelor of Science degree in Business Economics. He holds the designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Market Technician®, making him one of a small number of financial professionals to hold both these designations.

Mitch Bhatia

Mitch Bhatia, Panelist


Mitch has 30 years of experience in the accounting profession in both public and private industry.
He owned his own accounting practice and is currently the Co-CEO/CFO of Primitive Company.
He is also a founder/managing member of Route One Advisory Group, LLC and works as a consultant, and helps manage and grow business clients as a virtual CEO/CFO.

Eddie Lorin

Eddie Lorin, Panelist

Alliant Strategic Investments
Co-Founder & CEO

Eddie Lorin is Co-Founder and Chief Executive Officer of Alliant Strategic Development. He is a real estate owner, developer and acting principal. Throughout the course of his career, he has successfully acquired more than 200 properties; 40,000 units contained in over $4.2 billion in real estate. Eddie is a member of the EIF and the Novogradac coalitions for Opportunity Zones. He earned his bachelor’s degree from the University of California, Los Angeles and has been a licensed California real estate broker since 1988.

Marti Reeder

Marti Reeder, Panelist

Edge Solutions & Consulting
Chief Operating Officer

Marti Reeder founded Edge in 1999 and with 20+ years of experience as President of Edge, is a recognized pioneer of women in IT, having received the 2016 Enterprising Woman of the Year Award from Enterprising Women Magazine. Today, Marti leads all business operations for Edge, provides valuable leadership to the overall organization, and is a key member of Edge’s Board of Directors.

Hosted by: ACG
101 Corridor

Event Materials

Event Materials


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