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"PERSONAL FINANCE 101" FOR PRO BALLPLAYERS
WEDNESDAY, FEBRUARY 21, 2024
4:00 - 7:00 P.M. MST
LOCATION
MLBPA Arizona Office
18700 N. Hayden Rd. Suite 125
Scottsdale, AZ 85255
Parking is available in the main parking garage in any spot not marked “Reserved”
ABOUT
Professional ballplayers face many unique challenges and opportunities, and it is critical to take ownership and educate yourself when it comes to personal finances in order to maximize your playing career and lay a solid financial foundation for your life and goals. This event features presentations from industry experts and Player to Player conversations, and it covers key personal finance concepts that should be on your radar during each stage of your playing career and beyond.
PRESENTERS AND PANELISTS
Jonathan Perrin
Jonathan Perrin is a former Player whose pro career spanned five seasons, including stops with the Milwaukee Brewers and Kansas City Royals organizations, as well as internationally in both Mexico and the Dominican Republic. Jonathan began his career in the finance industry while still in pro ball, with his first clients being his teammates. Since retiring, Jonathan now works as CERTIFIED FINANCIAL PLANNER™ at Intellicents Investment Solutions, focused on building comprehensive financial planning strategies for individual clients and their families.
Jacob Turner
Jacob was the 9th overall pick in the 2009 MLB draft by the Detroit Tigers. He reached the big leagues as a 20-year-old and went on to play 11 years professionally both at the MLB level as well as internationally in the KBO. Upon retiring, Jacob founded Moment Private Wealth, an advisory firm specializing in serving professional athlete and high growth entrepreneurs. Jacob’s passion is using his shared experience as a former professional athlete and current entrepreneur to help clients navigate many of the same complexities he has navigated. Jacob resides in St. Louis, MO with his wife and four kids.
Grace Yoon
Grace Yoon is Head of Strategic Partnerships & Community Impact at Rockefeller Capital Management. She is a member of the firm's Management Committee. As Head of Strategic Partnerships & Community Impact for the firm, Grace is responsible for deepening client relationships and elevating client engagement for the Rockefeller Global Family Office. In this role, Grace is focused on enhancing the overall client experience, including engagement with multi-generational families and the next generation, and leads the Rockefeller Financial Education and Lifestyle Advisory programs for clients. She is also responsible for curating and managing key relationships with strategic partners and is Co-Chair of the Rockefeller Next Gen Advisory Council.
James M. Beale
James M. Beale is National Business Development Director for Rockefeller Global Family Office. As National Business Development Director, James is responsible for leading the firm’s Sports & Entertainment Business in addition to Advisor Practice Management and Relationship Management. James joined Rockefeller in April 2020, leading and shaping the firm’s Capital Markets and Managed Solutions Businesses. Prior to joining Rockefeller, James spent 16 years with Merrill Lynch. Before joining Merrill Lynch in 2004, James started his career in finance at Scudder Investments after concluding a professional hockey career in Europe and the U.S.
Mallory Findley
Mallory Findley is Head of Financial Education on the Strategic Partnerships & Community Impact team at Rockefeller Capital Management. In this role, Mallory is responsible for the curation of new educational content, enhancing the financial education experience for clients and their families, and growing the Rockefeller Financial Education offering through both client-customized and Rockefeller-driven programs. Prior to joining Rockefeller, Mallory worked for Morgan Stanley’s Family Office Resources Team within the Private Wealth Division. She has also held Wealth Strategist roles with Venture Visionary Partners, a New York City-based single-family office, and the UBS Family Advisory Team within the UBS Global Family Office.
PLAYER TO PLAYER PANEL
Chris Singleton
Event Host/Moderator
Former Major League Player
1999-2005
Current MLBPA Special Assistant - Player Resource Programs
AJ Lewis
Current Minor League Player
Colorado Rockies Organization &
Minor League Alternate Association Player Representative
Ian Happ
Current Major League Player
Chicago Cubs &
Major League Pension Committee Representative
Danys Baez
Former Major League Player
2001-2011 &
Former MLBPA Player Representative
RUN OF SHOW
4:00 - 4:05 p.m. - Chris Singleton Introduction
4:05 - 4:10 p.m. - Perfect Outcome with Jacob Turner
4:25 - 4:40 p.m. - Foundations of Your Financials with Jonathan Perrin
4:50 - 5:50 p.m. - Key Money Concepts for Pro Ballplayers at Every Career Stage presented by Grace Yoon, James Beale and Mallory Findley
6:00 - 6:30 p.m. - Panel Discussion 1: Ask the Experts with our Presenters
6:35 - 7:05 p.m. - Panel Discussion 2: Player to Player Conversation with AJ Lewis, Ian Happ and Danys Baez
Please RSVP below if interested in attending.
Reach out to Chris Capuano (480.371.9864) or Chris Singleton (678.925.7829) with any questions.
DISCLAIMER
The Major League Baseball Players Association (MLBPA) received these presentations from a third-party wealth management and financial services firm for informational purposes only. MLBPA clarifies it is not a financial or tax advisor, thus the presentations should not be considered as financial or investment advice from MLBPA. The opinions expressed within the presentations solely belong to the presenters and are not necessarily endorsed by MLBPA. MLBPA disclaims any responsibility for verifying the accuracy of the presentations or the information within. The presentations are provided "as is," without any guarantee of completeness, accuracy, or timeliness. MLBPA expressly disclaims liability for any errors or omissions in the presentations and advises consulting a qualified financial advisor before making investment decisions, as investments carry risks and past performance does not guarantee future results. Additionally, certain information in the presentations is proprietary and cannot be copied, reproduced, or distributed without MLBPA's prior written consent.