CFA Charter Recognition Luncheon

Friday, December 7th, 2012
11:30am - check-in
               12:00pm - 2:30pm luncheon, speaker and charter presentation ceremony

Featured Speaker:

Matthew H. Scanlan, CFA
RS Investments
CFA Institute Board of Governors

Chair:  Monica Erickson, CFA

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

We are proud to honor our new CFA Society of  Los Angeles  Charterholders with a special Recognition Luncheon at the City Club on Bunker Hill in downtown Los Angeles.  Please join us in honoring these New CFALA Charterholders and pass III candidates.  All CFALA members are welcome.

Matthew H. Scanlan, CFA
is Chief Executive Officer of RS Investments and serves as president and trustee of the RS Investment Trust and RS Variable Products Trust. He joined RS Investments in 2012 and has more than 30 years of experience in the investment management industry. Mr. Scanlan previously served as president and CEO of Renaissance Institutional Management, where he was responsible for overseeing the firm's institutional investment business. Prior to that, he managed Barclays Global Investors’ institutional business, focusing on the corporate and public defined benefit and defined contribution markets, as well as endowments and foundations. Mr. Scanlan also previously served as a senior portfolio manager at The Northern Trust Company in Chicago. Mr. Scanlan received his master’s in accounting and finance from the J.L. Kellogg School at Northwestern University and his BS from the University of Southern California. He is a CFA charterholder, and serves as a board member on the CFA Institute Board of Governors and is a past chair of the Executive Advisory Board of the Education Advisory Committee. Mr. Scanlan also serves on the Board of the Marshall School of Business at the University of Southern California and the Board of Trustees of the Mechanics Institute in San Francisco. He is the 2006 winner of the C. Steward Sheppard Award for outstanding contributions to the global curriculum of the CFA Institute, and is also a winner of the 2006 Jacobs/Levy Award for Outstanding Article appearing in the Journal of Portfolio Management.

Date: Friday, December 7, 2012

11:30am  - check-in
             12:00pm - 2:30pm luncheon, speaker and charter presentation ceremony

Location: City Club on Bunker Hill
333 S. Grand Avenue
                 54th Floor
                 Los Angeles, CA 90071-1558

                 First 2 1/2 hours=$8 per car (Flat rate after 4 pm & weekends)
                 After 2 1/2 hours, add $4 per 10 MIN (the posted rate) the luncheon and ceremony should be done within 2 ½ hours
                 Up to a Max of $40.00
                Parking Map Link

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 $60. 

Cancellation Policy:  Cancellations must be made 24 hours prior to the event via fax (213) 613 - 1233 or email  All  CFALA member and guest "no -shows" will be billed the equivalent of the non-member rate of $60.

CFA Charter Honorees (plus one guest)
& CFALA Members: $0.00
*Additional Guests & Non-Members: $60.00

 Registration Link: (Click Here) 

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

Dress Code:  Business Formal

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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