07-14-2015 Asset Management – For Your Career

Monday, July 14, 2014


Bill McGinnis, CFA
Exponential Careers

Chair: David Bradley, CFA

As investment professionals, we go to great lengths to ensure the safety and growth of client assets.  We reinforce with clients the importance of having a plan for the future.  We don’t ask what return they want over the next 12 months, but rather over their lives.

Interestingly, our approach to our careers tends to be quite the opposite.  We tend to be fairly short-term focused, don’t really have a plan, and don’t pay nearly as much attention to the growth of our career as we do the growth of our portfolios.

Bill McGinnis is a CFA charterholder with over 25 years of experience in the investments world.  He’ll talk about why your career is an asset that is even more important than your portfolio.  He’ll guide us through taking more of a portfolio approach to your career and provide practical guidance for planning and growing your career.  Whether you’d like to accelerate growth in a postion you’re happy with or possibly a career change may be in your future, this presentation will provide useful advice and information for you to move forward. 

This presentation will also be useful to people who currently manage others or plan to in the future.  Clearly the foundation to a great career is a great company and a great boss.  Learn what it takes to be that boss.

Bill McGinnis, CFA
is a career strategist and consultant.  He founded Exponential Careers in 1997, to work with individuals and organizations on career-related issues.  He has over 25 years of securities experience including:  buy- and sell-side investment analysis, portfolio management, and investment banking.  He was awarded the CFA designation in 1989 and has held the series 7, 63, and 65 securities licenses. He is the President of CFA Society of Milwaukee until June 30, 2014, will remain on the Board, and is the Society’s Code of Ethics and Standards of Professional Practice Liaison to the CFA Institute.  Bill is also on the exam-writing team for the Series 65 and 66 securities licenses.  He graduated from Western Michigan University with majors in finance and management information systems.  In addition to his Exponential Careers work, Bill testifies as an securities expert witness for both plaintiffs and defendants in cases globally as well as being a professional meeting facilitator to companies and organizations nationwide.




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: Monday, July 14th, 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 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.

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