PORTFOLIO Online is a series of webinars between May and July that will showcase much of the content and many of the speakers scheduled for the in-person PORTFOLIO 2020 Conference, which was cancelled due to the COVID-19 pandemic.

MEMBERS-ONLY RECORDING

CFA Society Los Angeles is excited to welcome knowledgeable, high-impact experts to share their thinking about what comes next in the midst of the COVID-19 pandemic and what to do about it. Attendance is limited to the first 500 registrants, so reserve your spot now.

MODERATOR

Lee Ferridge | Lee Ferridge is a Senior Managing Director and the North American head of Multi-Asset Strategy for State Street Global Markets. Mr. Ferridge and his team formulate foreign exchange, fixed income and equity market views for State Street’s range of clients using unique proprietary flow indicators. Originally from the UK, he is now based permanently in Boston. Lee joined State Street in February 2008 and in addition to more than 15 years of experience as a macro strategist; he has also worked as a proprietary trader. Lee has a Bachelor of Science degree in economics and business economics and in 2008 completed a master’s degree in quantitative finance. He is a frequent commentator in the financial press — both written and TV — and has written articles for numerous industry publications. Back To Top ^^

PANELISTS

Randy Brown | Randy Brown is Chief Investment Officer for Sun Life and Head of Insurance Asset Management for SLC Management.

Randy joined Sun Life at the start of 2016 and has more than three decades of investment management expertise at highly-respected global financial firms. Randy has held senior roles at Deutsche Asset & Wealth Management, most recently as Global Head of insurance and Pension Solutions and as Head of Asset and Wealth Management for the UK region.

Previously, he was Co-Chief Investment Officer of Deutsche Asset Management, responsible for a global investment staff of 750 and total assets of $1.2 trillion. Before the integration of Deutsche’s asset management and wealth management businesses, Randy was the head of its investment operations managing money for insurance companies, with more than $200 billion of assets under management.

Randy’s portfolio of work also includes senior roles in portfolio management at BlackRock and Morgan Stanley & Company and Salomon Brothers.

Randy holds Bachelor of Science and Master of Engineering degrees, both in Electrical Engineering, from Cornell University. He also earned an MBA from Cornell University's Johnson Graduate School of Management, where he was a Lester B. Knight Scholar. Back To Top ^^

Christopher D. Long | Chris Long founded Palmer Square Capital Management, an approximately $11 billion AUM asset manager (as of 4/30/2019) focused on corporate and structured credit, in June 2009. Currently, he serves as Chairman and CEO and is responsible for managing Palmer Square’s overall business. Since inception, Chris has been successful in not only building a highly-experienced investment team, but also an integrated credit investment platform that manages mutual fund offerings, private funds and separately managed accounts. The firm has a client list that spans not only institutions and family offices, but also RIAs, bank/trust, and broker-dealers.

Chris’s previous work experience includes key investment roles at Prairie Capital and Sandell Asset Management as well as working at Morgan Stanley in the Credit Derivatives and Distressed Securities Group focused on the firm’s proprietary investments. Before Morgan Stanley, he worked at TH Lee Putnam Ventures, a private equity fund sponsored by Thomas H Lee Partners and Putnam Investments. In that role, he also served on the Board of Directors of Avero, Inc. and was a Board Observer for Parago, Inc. He started his career at JPMorgan & Co. in Leveraged Finance and Mergers & Acquisitions (FIG Group) advising corporations and private equity firms on investment banking and capital markets.

He received an MBA degree from the Harvard Business School and an AB degree in Economics cum laude from Princeton University.

Chris’ community involvement includes serving as a Trustee for the St. Paul’s Episcopal Day School and in various roles related to Princeton University including: Alumni Council Executive Committee Member (appointed at-large member); member of the National Committee for Annual Giving; Co- Class Agent for 1997’s Annual Giving (AG); and Co-Chair for the Greater Kansas City Region’s Alumni Schools Committee effort. Finally, Chris serves as an Alumni Mentor for the Princeton University Bendheim Center for Finance Mentorship Program and the Princeton University basketball team. Chris is also a member of the Young Presidents Organization (YPO) and the Economic Club of Kansas City.

Formerly, Chris was appointed by Kansas Governor Sam Brownback and unanimously approved by the Senate to two terms as a Trustee for the Kansas Public Employees Retirement System (KPERS). Chris also formerly served as the Treasurer for the City of Mission Hills, KS. Chris formerly served as an Investment Committee member of the Nelson-Atkins Museum of Art, Board Member of the Children’s Mercy Hospital Foundation, the Treasurer for the City of Mission Hills, KS (appointed by Mayor David Fromm of Mission Hills, KS). Finally, Chris was formerly a Member of the Children’s Mercy Hospitals Leadership Circle of Care Committee, Kansas University’s Finance Department Advisory Board, Treasurer for the Harvard-Radcliffe Club of Kansas City, Investment Committee Member for the Foundation of the University of Missouri-Kansas City and Member of the Major Gifts Committee – Harvard Business School.

Chris was selected as a Finalist for the 2016 Ernst & Young Entrepreneur of the Year Award for the Central Midwest Region and to participate in the Civic Council of Greater Kansas City’s KC Tomorrow (2007-2008 Class). He was awarded Ingram Magazine’s 40 Under 40 award, the Kansas City Business Journal’s Class of 2015 NextGen Leaders award, and KC Business Magazine’s Rising Star Award. Back To Top ^^

Mark Steed | Mark Steed is the Chief Investment Officer for PSPRS, Arizona’s pension plan for first responders. Over the last 10 years at Arizona Mark has managed Private Equity, Venture Capital, Absolute Return, Opportunistic Credit, Public Equity, Global Trading Strategies and Real Estate portfolios. His creative approach and notable performance across disparate asset classes won him recognition as a “Rising Star” by Money Management Magazine and, later, “Asset Allocator of the Year” by Institutional Investor. Mark also served a four-year stint as a forecaster for the distinguished Good Judgment Project, led by Dr. Phil Tetlock at UPenn, and published the first guest-post on the popular decision science blog Farnam Street. Prior to Arizona PSPRS, Mark worked in Banking at JPMorgan Chase.

Mark graduated with a Master’s of Science degree in Predictive Analytics from Northwestern University. He also has an MBA from Thunderbird’s School of Global Management (Jost Henkel Scholar) and received his BA (with honors from Sigma Iota Rho) in Latin American Studies and Business Management from Brigham Young University. Back To Top ^^