April 23, 2013 • 2:30 pm - 6:30 pm • Omni Los Angeles

251 South Olive Street • Los Angeles, CA 90012
Directions call: 213.617-3300

Sponsored by

Chair: David Bradley, CFA, CAIA

Join us for an afternoon of learning, networking and investing in your career!

CFA Society Los Angeles, Inc. is pleased to present the 2013 Annual Career Development Expo. In our presentation portion, this year’s Expo features seasoned speakers and a panel of CFALA members at various career stages and in various fields. Each will share special insights and best practices on making the right moves at every career level. For our interactive portion, back this year will be the resume review/career consulting sessions, and new this year, we will have over 30 CFALA members/charterholders on hand to meet with you to answer any questions you may have. These individuals can share their own personal experiences in the CFA program, their various career paths, share the cultures of their firms, and much more!  Whether you are a student considering the many career paths in the finance industry, or someone who is looking to leverage existing experience, this Expo can benefit you! Plus, you will have a chance to meet and mingle with local company representatives and CFA Los Angeles Society members.

All attendees will also receive a free month subscription to Premium (a $40 value)! Doostang is a job board and community of over 900,000 elite professionals with inside access to thousands of jobs from top employers (instructions below).


2:30 pm. . . . . . . . . . . . .Registration, Exhibit Hall

3:00 - 3:05 pm . . . . . . Welcome – David Bradley, CFA, CAIA, Chair of the CFALA Career
Development Committee

3:05 - 3:25 pm . . . . . . .Benefits of CFA Charter in the Finance industry – Learn more
about the CFA designation, the CFA exam process and the benefits of
being a CFA charter-holder. – Roger Gewecke
, CFA, CFALA President

. . . . . . . . . . How the Value of the Charter is Expanding – The CFA Value Proposition – it’s not just for analysts anymore. Learn about a range of possibilities: thought leader, wealth manager, alternative and conventional portfolio manager, plan sponsor, due diligence and compliance expertCynthia Harrington, CFA, CFE, Principal, Cynthia Harrington & Associates LLC. Brain based coaching. Applying behavioral finance.

4:00 pm. . . . . . . . . . . Making the Right Career Moves in Various Fields at Various Levels– 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 market myself to financial services companies? Our panelists will use the knowledge gained from their career paths to share valuable insights and best practices on making the right moves!


Moderator:      Dan Pomerantz, CFA, Principal, Senior Client Advisor, Bessemer Trust

Panelists:          Allan Parks, CFA, Vice President, Wedbush Securities
                           Bonar Chhay, CFA, Managing Partner, Felicitas Investors LLC
                           Debika Seth, CFA, Investment Manager, Wells Fargo
                           Ale Folguera, CFA, Miltonian Capital management LLC
                           Frank Spindler, CFA, Payden Rygel

5:00 pm. - 6:30pm. . .  Networking Reception with CFALA Members (appetizers, hosted soft
drinks and cash bar) CFALA Member Networking – Over 30 CFALA Members/Charterholders will be on hand to meet with you to answer any questions you may have. These individuals can share their own personal experiences in the CFA program, their various career paths, share the cultures of their firms, and much more!

5:00pm - 6:00pm . . . . Resume Review / Career Consulting Sessions, Ballroom and Exhibit Hall
Resume Review/Career Consulting – Recruiters, hiring managers, and experienced professionals will be on hand to meet with you in 5 min sessions to review your resume, provide career consulting, or both!

We have representatives from the following firms:

           Sandra Helm, Western Asset
           Harry Boxer, Century Group
Brian Harkvey, Century Group
           Stacy Schutte, Robert Half International
           Katherine Young, Robert Half International
           Gary Clark, Clark Asset Management + Associates
          Sean McCarthy, Jackson McCarthy
          Mike O'Connell, Ryan Miller
          Kathleen Coulson, Wedbush Securities
          Jane Titova, Wedbush Securities

*Instructions for receiving a free month of Premium
1. Go to and register as "basic" (free membership)
2. Forward the CFALA Career Expo email confirmation that verifies attendance to:
3. Receive "premium" access for 1 month.

Date: April 23, 2013 • 2:30 pm - 6:30 pm

Registration (links - put cursor on the pricing):
Register by April 19th . . . . . . . . . . . . . . . . . . $30.00
(CFALA members are not hosted)

Individual Pre-Registration After April 19th . . . $40.00
Walk-In Registration . . . . . . . . . . . . . . . . . . . . $50.00


*Special Student Group Rate:

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

      SPECIAL STUDENT GROUP RATE: Register by April 19th  and for every 5

   students registering together, pay only $25 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)

Career Expo Brochure and Registration Form - click here.

 *Sponsor & Exhibitor Opportunities - click here for details.
  For Sponsor & Exhibitor Registration, click here.

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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