03-04-2014 How Macroeconomic Factors Affect your Portfolio
Tuesday, March 4th, 2014
Speaker: Dr. Komal S. Sri-Kumar
Sri-Kumar Global Strategies, Inc
Chairs: Frank Spindler, CFA & Victor Wood, CFA
Top-down macro influences have grown in importance since the global financial crisis of 2008 - 2009. Equity valuations, commodity prices and exchange rates are more dependent on actions by the U.S. Federal Reserve and the European Central Bank. We can help reduce the risk to the portfolio as well as point to likely areas of future investment returns by explaining the likely economic events and their impact on asset classes.
Speaker Bio:
Dr. Komal S. Sri-Kumar is President of the Santa Monica, California based Sri-Kumar Global Strategies, Inc., a macroeconomic consulting firm he formed in January 2013 to advise multinational firms and sovereign wealth funds on global risk and opportunities. Prior to founding the firm, Sri worked at the Los Angeles-based Trust Company of the West (TCW) from 1990 to 2012, serving for the last several years as the firm’s Chief Global Strategist. He has been Chairman of TCW’s Comprehensive Asset Allocation Committee since 1997, and will continue to serve TCW clients in that capacity.
Before his work at TCW, Sri was Senior Vice President at the Beverly Hills-based Drexel Burnham Lambert, and Executive Vice President of DBL Americas, specializing in country risk analysis.
He is a Senior Fellow at the Milken Institute, and is a member of the Columbia University Graduate School of Arts and Sciences Alumni Board. His articles and interviews have been published in the Financial Times, Wall Street Journal and the New York Times. He is often interviewed on CNBC, Bloomberg Radio and TV, and Fox Business.
Sri holds an M.A. in Economics from the Delhi School of Economics, and M.Phil and Ph.D. degrees from Columbia University. His doctoral dissertation at Columbia University was supervised by Robert Mundell, Nobel Laureate in Economics (1999).
As a participant in the CFA Institute Approved-Provider Program, the
CFA Society of Los Angeles has determined that this program qualifies
for 1 credit hours. If you are a CFA Institute member, CE credit for
your participation in this program will be automatically recorded in your CE Diary.
Registration Links:
CFALA Members: $20.00 (place cursor on amount for link)
Student Discount: $30.00 (Valid Student ID required at the event)
Non-members: $50.00 (place cursor on amount for link)
Date: Tuesday, March 4th, 2014
Time: 12:00pm – 1:30pm, Lunch
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 (located directly across the street on Olive St.): $10.00
Dress Code: Business Casual
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.
CANCELLATIONS
Cancellations must be received in writing by 9:00 am the day prior to the event. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the non-member fee ($50) for the event which is posted on the CFALA website.
