The Surprising Success of a Naïve Stockpicking Paradigm

JAN
07
Thursday, 11:30 am - 1:30 pm
 
Location: Biltmore Court
CFALA Member Center
520 S Grand Ave. Suite 655 
Los Angeles, CA 90071
 
Speaker: John Dorfman
 
Time: 11:30 am - 12:00 pm: Networking
12:00 pm - 12:30 pm: Lunch
12:30 pm - 1:30 pm: Presentation
 
Dress: Business Casual
   
 
Add to Calendar 01/07/2016 11:30 AM 01/07/2016 1:30 pM America/Los_Angeles The Surprising Success of a Naïve Stockpicking Paradigm John Dorfman is chairman of Dorfman Value Investments LLC in Newton Upper Falls, Massachusetts, an investment management firm he founded in 1999. The firm manages more than 100 investment accounts for high-net worth individuals. It also manages money for a New York financial institution, a Virginia corporation and an Ireland family office. The firm is a registered investment advisor in Massachusetts, California and New York. Biltmore Court CFALA Member Center 520 S Grand Ave. Suite 655 Los Angeles, CA 90071 CFALA info@cfala.org false MM/DD/YYYY

Recording (Members-Only)

A Portfolio Management Group Sponsored Event

Sandwiches, salad, and dessert will be catered by Mendocino Farms

John Dorfman | John Dorfman is chairman of Dorfman Value Investments LLC in Newton Upper Falls, Massachusetts, an investment management firm he founded in 1999. The firm manages more than 100 investment accounts for high-net worth individuals. It also manages money for a New York financial institution, a Virginia corporation and an Ireland family office. The firm is a registered investment advisor in Massachusetts, California and New York.

Mr. Dorfman worked for Dreman Value Management in 1997 through March 2002, and considers David Dreman his mentor and a formative influence. He was a Senior Vice President at Dreman from September 1997 through 2000, and a Managing Director in 2001-2002.

Mr. Dorfman has also been a financial journalist since 1970. He was a senior special writer at The Wall Street Journal in 1986-1997, executive editor of Consumer Reports in 1984-1986, and an associate editor at Forbes in 1982-1984. His syndicated stock market column appears in the Pittsburgh Tribune Review, Omaha World Herald and the website Guru Focus.

Mr. Dorfman has written nine books, including Family Investment Guide (Atheneum, 1981) and The Stock Market Directory (Doubleday, 1982).

He was born on April 19, 1947 in Chicago. He lives in Newton, Mass., with his wife Katharine Davidge and their three children.

 

Registration Fees
$10 (Members) | $15 (Non-Member)
Parking Information
Click links for address and rates

Pershing Square Garage: Rates vary

Central Library Parking: Rates vary

Joe's Auto Parks: $12 

Pacific Center Parking: $15


More Parking Options (Click link)

WARNING: Parking at Millennium Biltmore - $45 Daily Max; $4.50 each 15 minutes

 
Payment Information
We accept the following:

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 655, 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 ($15) for the event which is posted on the CFALA website.
 
Chair: 
Charlotte Chamberlain, PhD
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.
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