07-09-2014 CFALA’s 83rd Annual Meeting of the Members

Wednesday, July 9th, 2014
5:30pm – 9:00 pm

Speaker: Charles Ellis

Event Chair: Daniel Wong

In accordance with the Bylaws, notice of the Annual Meeting of the Members of CFA Society Los Angeles, Inc. to be held 5:30 PM PDT on Wednesday, July 9th, 2014, at the Beverly Wilshire, A Four Seasons Hotel,  Los Angeles, CA is hereby given. The purpose of the meeting is to elect officers and members of the Board of Governors and to transact such other business that properly comes before the meeting. The meeting is open to all members of the Society and all non-retired members are eligible to vote.

Having devoted a career that spans fifty years to consulting with and studying professional firms in the Americas, Asia, and Europe, author Charles Ellis learned firsthand how difficult it is for an organization to go beyond very good and attain, as well as sustain, excellence. Now, he shares his hard-won insights with you and reveals "what it takes" to be best-in-class in any industry.

Enlightening and entertaining, What It Takes explores firms that are leaders in their particular field and the superior people who create and maintain them. Along the way, it identifies the secrets of their long-term success and reveals exactly how they can put your organization in a better position to excel when properly executed.

·        Contains many stories of achieving excellence, and addresses the obstacles that top-ranking organizations face in sustaining it

·        Includes insights on leaders in their particular field - from McKinsey & Company in consulting and Cravath, Swaine & Moore in law to the
         Mayo Clinic in healthcare

·        Written by one of the most experienced and respected business consultants/advisors of our time

What It Takes skillfully shows you how innovation and a commitment to excellence can drive success, while also revealing how easy it is to fall behind. With it, you'll discover what separates the great firms from the good ones and learn how to attain, and maintain, organizational success throughout the years.

Speaker Bio:

Charles D. Ellis’s professional career centered on Greenwich Associates, the international strategy consulting firm he founded in 1972.  It grew in the 30 years he was Managing Partner to serve the leading firms in over 130 professional financial markets around the world and in Australia.  He now serves as a consultant on investing to large institutional investors, government organizations and wealthy families.

Charley chairs the Whitehead Institute for Biomedical Research, where he also chairs the investment committee, and is a Trustee where he chairs the finance committee.  He served as a successor trustee of Yale University, where he chaired the investment committee, as trustee of Phillips Exeter Academy and the Robert Wood Johnson Foundation, Eagle Hill School, and as an Overseer of the Stern Schools of Business at New York University.  He has also served on the Visiting Committee of the Harvard Business School, as a consultant to Australia’s future fund and Singapore’s GIC.

A graduate of Exeter and Yale College, Charley earned an MBA (with distinction) at Harvard Business School and a Ph.D. at New York University.  The author of 16 books, including What it Takes, The Partnership: The Making of Goldman Sachs, Joe Wilson and the Creation of Xerox, CAPITAL, and Winning the Loser’s Game and, with Burt Malkiel, Elements of Investing, he has taught the advanced course in investment management at both Yale School of Management and Harvard Business School and is one of 11 individuals honored for lifetime contributions to the investment profession.


5:30pm - 6:30pm cocktail reception (wine, beer, soft drinks and appetizers) 
6:30pm - dinner in Le Grand / Le Petit Trianon
6:45pm - annual meeting/awards ceremony 
7:30pm - 8:30pm  special presentation - Charley Ellis - What It Takes

Date:  July 9, 2014, 5:30pm - 9:00pm

Registration is required:  Last day to register is July 3rd!
CFALA Members are hosted (click here for registration link)
Non-Members: $100 (click here for registration link)

Please note that if you register and are unable to attend, you must email (info@cfala.org)  your cancellation by Tuesday, July 8th or you will be billed the “no show” fee of $100.  This policy will be strictly enforced. We must give the venue a guaranteed attendance prior to the event and in order to continue to offer hosted events to members we must insure that we are not paying for “no shows." 

Location :  Beverly Wilshire, A Four Seasons Hotel
                   9500 Wilshire Blvd (at N. Rodeo Drive)
                   Beverly Hills, CA 90212, USA

Valet Parking at Hotel: $18

Self-Parking Structures:   242 North Beverly Drive / 241 North Canon Drive, Parking Structure #7 (Map Link)
                                             216 South Beverly Drive, Parking Structure #2 (Map Link)

                                             First Hour Free
                                             Second Hour Free
                                             Per 1/2 hour thereafter $3.00
                                             Vehicles entering after 6p.m. $5.00

Dress Code: Business 

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.

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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