CFA Charter Recognition Luncheon


Friday, December 3, 2010
Registration: 11:30am, Lunch: 12:00pm,
Speaker and Charter Presentation: 12:30 – 2:00pm

Featured Speaker:

Margaret Franklin, CFA
President and CEO of Kinsale Private Wealth
Chair of the Board of Governors of CFA Institute



Congratulations to the CFA Candidates that have successfully passed the Level III of the CFA Exam!

We are proud to honor our new Los Angeles Society CFA Charter Holders with a special Recognition Luncheon at the Millennium Biltmore Hotel in downtown Los Angeles .  Please join us in honoring these New CFALA Charter Holders and pass III candidates, all CFALA members are welcome.


Margaret Franklin is the President and CEO of Kinsale Private Wealth.  Ms. Franklin has 20 years of institutional and private client investment management experience.  She has worked at Barclays Global Investors, State Street Global Advisors and Mercers in senior positions.  In 2002, Marg moved from the institutional side of the business to work with private clients and works with individuals and families to construct portfolios that address their specific objectives, needs and personalities.


Ms. Franklin is the Chair of the global CFA Institute, is a past president of the Toronto CFA Society and is a CFA charterholder.  She has a BA in Economics from McMaster University.   Ms. Franklin regularly is a regular speaker to media and at conferences in the areas of investing, behavioral finance and private wealth.



Date: Friday, December 3, 2010

Time:  Registration: 11:30am
            Lunch: 12:00pm
            Speaker and Charter Presentation: 12:30pm – 2:00pm

Location: Millennium Biltmore Hotel Los Angeles 
                 506 South Grand Avenue
                 Los Angeles, CA 90071-2607

Parking: Hotel Valet Parking: $20.00
               Self-Parking at Pershing Square (parking ramps on Olive at 5th and also at
               6th Street): $9.35

Cost:  All CFALA members, Charter Recipients and Pass Level IIIs are hosted.  Each Charter Recipient and Pass Level III may invite 1 guest for free.  All additional guests and non-members $40. 

CFA Charter Honorees (plus one guest)
& CFALA Members: $0.00
*Additional Guests & Non-Members: $40.00

 Registration (Click Here)  

*If you wish the Vegetarian option for your meal, please choose that option during the registration process.

Payment Information:

Methods of payment accepted: Visa/Mastercard, American Express and Discover. If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number. Mail check to: CFA Society of Los Angeles, 350 S. Grand Ave, Suite 1680, Los Angeles CA 90071.


*Credit card payments will only be accepted through the secure online registration, and not by phone or email.


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