11-05-2009 Career Development Expo

Career Development Expo

Thursday, November 5, 2009
2:30pm – 6:30pm

 Chair: Roxanne Cheng, CFA


Join us for a day of learning, networking and investing in your career!

The CFA Society of Los Angeles, Inc. is pleased to present the Annual Career Development Expo. This year’s Expo features informative panel sessions and individual resume reviews useful for those seeking their first entry into the financial services industry as well as for experienced professionals interested in transitioning in the field. Whether you are a student considering the many career paths in the industry, or someone who is looking to leverage existing experience, this Expo has something for you! Plus, you will have a chance to meet and mingle with local company representatives and Society members.


2:30 pm.........................

Registration,  Exhibit Hall

3:00 - 3:10 pm …….


3:10 - 3:30 pm …….

Benefits of CFA Charter in the Investment Field

Speaker . . . . . Bill Krantz, CFA, Co-Director USC/CFALA Review Program

3:30 pm……………….

Career Options in Financial Services/Search Tips and Strategies What types of careers are available in the financial services industry? What do I need to remain competitive in the future? How do I effectively marketing myself to financial services companies? Our panelists will use the knowledge gained from their career paths to discuss skillset requirements, job responsibilities and lifestyle issues you may encounter in today’s job markets.

Moderator . . Adam Coppersmith, CFA, Vice President, Trust Company of the

Panel . . . . . . . . David Aung, CFA, Vice President, Trust Company of the West 
Amit Bajaj, Principal, Bank of America

                     Gary Dvorchak, CFA, Managing Partner, Channel Island
                     Partners LLC

                     Grace Ma, CFA, Vice President, Wealth Advisor at Northern

                     Ara Oghoorian, President, ACap Asset Management, Inc.

                     Michael Salvay, CFA, Managing Principal, Payden & Rygel
                     Investment Counsel

                     Ashish Ward, CFA, Investment Management Examiner,
                     Securities and Exchange Commission

4:15 pm ………………           Communication Skills Presentation
Speakers . . . . Cynthia Harrington, CFA,
Principal, Transition Technologies 

                                                        Cecile Munoz, President, U.S. Executive Search, Inc.

4:40 pm……………….

Resume Review Sessions, Networking Reception,  Exhibit Hall
. . Ellys D. Cortez,
Senior Associate, U.S. Executive Search, Inc.
Ana Echeverria,
Associate Director, Investment Banking  
                    Services, The Century Group

                    Sean McCarthy, President, Jackson McCarthy & Associates, Inc.
Cecile Munoz, President, U.S. Executive Search, Inc.
Christine Semana,
Executive Search Manager, Accretiv

Sid Valluri, Ph.D., Managing Director, Odessa Capital



Registration Fee

Individual Pre-Registration

Register by November 3 . . . . . . . . . . . . . . . . . . . . . .$35.00 (CFALA members are not hosted)

Individual Pre-Registration After November 3 . . . . . . $40.00

Walk-In Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . $45.00


1. Make check payable to CFA Society of Los Angeles and mail with

    registration form (registration form link) to: 350 S. Grand Ave., Ste. 1680,

                                                                             Los Angeles, CA 90071


2. Groups must fax form (registration form link) with credit card information.

    SPECIAL STUDENT GROUP RATE: Register by November 3 and for every 5

    students registering together, pay only $30 each!

    All registrants must register together by fax or mail to receive this special rate.  
No group walk-ins will be allowed.
    (*NOTE: Students must submit paper registration to receive special rate)

3. Individuals may pre-register and pay online

Location: Omni Los Angeles
                   251 South Olive Street
                   Los Angeles, CA  90012
                   For directions call: (213) 617-3300

*For sponsor & exhibit information, please click here





 ©2009. CFA Society of Los Angeles, Inc. All rights reserved.
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