10-06-2014 California’s Financial Future

Monday, October 6th, 2014

Speaker:  John Chiang
California State Controller

Chair: Dan Pomerantz, CFA

This event is co-sponsored by the CFALA Advocacy & Ethics Committee and the California Municipal Treasurers Association (CMTA)

Mr. Chiang will be discussing the financial health of the State of California.  Additional focus will be on financial education, investor’s interests and creating fair and transparent markets.  John Chiang is the Controller for the State.  This is a key position that affects the lives of $38 million Californians as well as bondholders and other interested parties globally. 

This event is part of the CFA Institute’s Future of Finance Initiative which is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society.  Collaboration with key legislators, politicians and persons of influence allows us to become better informed and to provide a meaningful outlet for our views.  We hope you will join us.  This is not a political, fundraising or campaign event.  

Speaker Bio: 

As the State’s chief fiscal officer, John Chiang brings extensive experience and fiscal leadership to the State Controller’s Office. Chiang was first elected to the Board of Equalization in 1998 where he served two terms, including three years as chair. He began his career as a tax law specialist with the Internal Revenue Service and previously served as an attorney in the State Controller’s Office.





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, October 6th, 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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