Santa Barbara Educational Mixer: A Rational Response to Irrational Reactions
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JUN
2
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A Santa Barbara Advisory Council Sponsored Event
In this wonderful event, which combines education and wine tasting from local vineyards, James will give us an understanding why investors react the way they do to market volatility and how they can overcome biases in portfolio construction. He will illustrate how investors can balance their needs with the realities of markets and set expectations around risk and return targets across asset classes. 2022 is shaping up to be a very different year than how historical / traditional models would have predicted. How you allocate going forward is critical!
After the presentation we will have time to do networking. The wineries Zotovich and Jaffurs will at the venue and present to us a selection of their fine wines. We will be able to chat, have a glass of wine, some appetizers, and enjoy the beautiful view of the Channel Islands from the Cabrillo Pavilion Deck.
Speaker
James Macey, CFA, CAIA | James Macey is a Senior Investment Strategist for BNY Mellon Investment Management. In this role, Mr. Macey is responsible for outcome-oriented investment solutions, risk management, portfolio construction, manager due diligence and macroeconomic research.
Prior to joining BNY Mellon, Mr. Macey served as Director of Multi-Asset Portfolio Management at Foresters Financial where he had responsibility for the firm’s fee-based wrap advisory program, asset allocation and manager selection. Previously, he worked at Goldman Sachs Asset Management as a Lead Portfolio Manager and at both Franklin Templeton and Allianz Global Investors as a Portfolio Manager where he managed Multi-Asset mutual funds, model portfolios and designed bespoke institutional customized solutions, and at Lehman Brothers as an Equity Research Analyst.
Mr. Macey earned a Master in Science, Astrophysics (Honors) from University College London. He is a CFA charterholder, a Chartered Alternative Investment Analyst charterholder, holds the Professional Risk Manager designation, is a member of the CFA Society New York and has 21 years of industry experience. Back To Top ^^
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Registration Fees SIGN UP FOR UPDATES FROM THE SANTA BARBARA GROUP Registration is NOW CLOSED. |
Parking Cost: $2/hr.
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Falko Hörnicke, CFA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
