October 19, 2022 | 06:00 PM - 08:00 PM

HOA Investment Roundtable Dinner

Fazeli Cellars Winery
37320 De Portola Rd
Temecula , CA
Join us for an invitation-only HOA Investment Roundtable designed exclusively for board members on Wednesday, October 19 at 6:00 p.m. at Fazeli Cellars Winery in Temecula.

Enjoy complimentary dinner, drinks and appetizers while you network with fellow board members and hear from guest speakers Karla Chung and Jamie George of FirstService Financial, on pressing HOA topics including:
  • The impact of inflation on HOA investing
  • Current state of the insurance market and navigating your insurance renewal
Don’t miss this chance to get answers to your most pressing questions. To save your spot, please RSVP by Friday, October 14.


Guest Speakers

Karla Chung
Vice President, Cash Management & Lending

Karla Chung is the relationship manager for all FirstService Residential affiliates in the West and the financial institutions that serve her clients. Karla also provides banking and investment related services advice to the clients of her affiliates.

Prior to joining FirstService Financial, Karla worked for Deutsche Bank as a Vice President providing institutional trust services to issuers, arrangers and investment managers of structured debt securities.

Karla has a BBA from Pace University in Finance and Accounting and an MBA from New York University in Finance.

Jamie George
Vice President, Insurance 

Jamie George joined FirstService Residential in 2011, moving over to FirstService Financial in 2013. She is responsible for the West and Texas insurance brokering and placements. She brings value to our clients by managing the insurance process for clients and ensuring the best possible coverage and premiums offered.

Jamie has spent the past 25 years in the insurance industry. Prior to FirstService, she spent 10 years running an agency focused on commercial and personal lines placements. In 2006, she shifted her primary focus from auto dealerships to homeowner and commercial associations.

Jamie obtained an associate’s degree in business from Shoreline College and currently holds insurance licenses in 23 states.