03-12-2014 Socially Responsible Investing: An Update and A Distinctive Approach

Wednesday, March 12, 2014

Speaker: Charles E. Bohlen, CFA, JD
Chief Investment Officer,
Co-Portfolio Manager, Pathways SRI Strategy
SFE Investment Councel

Chairs: Ryan Buckmaster, CFA and Michael Wu, CFA

A Private Wealth Management group sponsored event

For years, Socially Responsible Investing has been an idea with a great future, but not much of a present.  Is that finally changing?  Mr. Bohlen will discuss what investors – institutions and individuals – are doing now in this area and will describe the approach his firm has taken.

Speaker Bio:

Mr. Bohlen has worked in research and portfolio management at SFE since 2001. During that time, he was instrumental in developing the Pathways strategy, which builds socially responsible portfolios with a customized, fundamentals-based approach. Prior to joining SFE, he worked in a variety of corporate settings including banking and international finance. Mr. Bohlen grew up overseas as the son of a diplomat, spending parts of his youth in the USSR, France and the Philippines.

Education: B.A., History & Literature, Harvard College (magna cum laude); J.D., Yale Law

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)

Time: 12:00 PM-1:30 PM, Lunch

Location: Omni Los Angeles
251 South Olive Street
Los Angeles, CA 90071
For directions call hotel: (213) 617-3300
Event parking at the Omni $12.00

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.