CFALA Happy Hour Chat Series – August 23, 2011


The CFALA Career Development Committee would like to invite you to attend our next Happy Hour chat. Our speaker will be Harlan H. Thomson, CFA, Senior Vice President, Senior Investment Officer, Northern Trust Family Advisory Services

 
The Happy Hour chat events are good for networking and refining your skill set to help you reach the next level in your Career. Each Happy Hour chat features a short presentation to discuss the topic of the event and a mingling session for you to socialize with your peers and the presenters. Appetizers will be provided along with one drink per attendee.
 

Agenda
Tuesday, August 23, 2011
Career development discussion with Harlan H. Thompson, CFA
 
About the speaker:   Harlan H. Thompson, CFA, Senior Vice President, Senior Investment Officer, Northern Trust

 

Harlan is a Senior Vice President with the Family Advisory Group at The Northern Trust Company and serves as the Senior Investment Officer for the Los Angeles region. In that capacity, Harlan is a Senior Portfolio Manager focused on providing clients with core investment management and asset allocation consulting services for their complex investment and wealth transfer objectives. The investment solutions are part of a broader comprehensive wealth management approach to manage a family’s assets in a coordinated manner while integrating private banking solutions as well as fiduciary services for multi-generational families.

 

He has over 25 years of experience in the Investment Management industry. Prior to joining Northern, Harlan was a Senior Vice President and Investment Counselor with the Private Client Services Division of Capital Guardian Trust Company. Before that he spent 3 years as West Coast Chief Investment Officer for US Trust Company. Prior to that he spent 11 years with Provident Investment Counsel as portfolio manager, Managing Director of the retail business group and member of the management committee. Harlan began his finance career as an investment banker for eight years with Wedbush Morgan Securities. Prior to attending graduate business school, he worked for Borg Warner Corp.

 

Harlan earned an MBA from the University of Southern California Marshall School of Business with an emphasis in Finance and was the valedictory speaker. He attended Oregon State University and graduated with a BS in Industrial Engineering. He holds the Chartered Financial Analyst designation. He continues to teach in the CFA Review program at University of Southern California as a member of the CFA Society of Los Angeles.

 

Harlan is active with a number of local charitable and civic organizations including the Pasadena Tournament of Roses and the Economic Roundtable. He is a Board Member of the Bishop Bertram Stevens Foundation and is a member of both the Investment and Finance Committees for Children's Hospital Los Angeles.

 

Registration:

CFALA Members: Free (place cursor on amount for link)
Non-members: $15 (place cursor on amount for link)


Time and Date:  5pm - 7pm, 
Tuesday, August 23, 2011


Location: Lobby
Patio                 
                   
Hyatt Regency Century Plaza
                  2025 Avenue of the Stars
                  Los Angeles, CA 90067
                  310.551.3332

 

Hyatt Regency Century Plaza parking:  Patrons and guests = $8 Valet for 4 hours, with Lobby Patio Validation. No validation/discount offered for Self Parking.  Please note: Valet parking is limited and availability varies based on hotel occupancy.  Service is first come, first serve.

 

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, 520 S. Grand Ave, Suite 370, 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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