Evolving Talent: Culture, Diversity, and Competition

MAY
02
Tuesday, 5:30 pm - 7:30 pm
 
Location: Dimensional Forum
1299 Ocean Ave
Santa Monica, CA 90401
 
Speakers: J.D. Bruce - President, Abacus Wealth
Kahne Krause, CFA - Regional Director and Vice President, Financial Advisor Services (FAS) Group
Evelyn M. Zohlen, CFP® - Founder, Inspired Financial, LLC
 
Time: 5:00 pm - 5:30 pm: Registration/Networking
5:30 pm - 6:30 pm: Panel Discussion
6:30 pm - 7:30 pm: Networking-Cocktail Reception/Appetizers
 
Dress: Business Casual
   
 
Add to Calendar 05/02/2017 5:30 PM 05/02/2017 7:30 pM America/Los_Angeles Evolving Talent: Culture, Diversity, and Competition Evolving Talent: Culture, Diversity, and Competition 1299 Ocean Ave, Santa Monica, CA 90401 CFALA info@cfala.org false MM/DD/YYYY
A CFALA Women's Group Sponsored Event

Recording (Members-Only)

Join us for a panel discussion hosted by CFA Society Los Angeles' Women’s Community of Interest on culture and diversity in today’s competitive investment management talent landscape. Our experienced panelists will share their perspective on attracting talent and the benefits of an inclusive culture and diverse team in the investment management industry. The panelist discussion will include a conversation around how diversity ties into putting investors first in the profession. There will also be time to network with the panelists and CFALA members and guests over cocktails and appetizers.

J.D. Bruce | My father was a hippie, so naturally I became a CPA. Being a hippie criminal defense attorney, my father fought ‘the man’ and defended the wrongly accused. He was a defender of the constitution and an enthusiastic revolutionary. He also didn’t like following rules, like the tax code.

When I was eighteen, studying theater at the local community college, my father had an unfortunate misunderstanding with the IRS. We ended up losing our 4,000 square foot house by the beach and moving to a much smaller home where privacy was hard to find and secrets were difficult to keep. That’s when I started to see through the cracks and learned about how your relationship to money can hurt you. (Read the rest of my story at www.abacuswealth.com/jdbruce).  Back To Top ^^

Kahne Krause, CFA | Kahne Krause works closely with RIAs in the Strategic Relationship Group, which partners with the largest US-based FAS clients, as a regional director and vice president for Financial Advisor Services (FAS) Group. In this role, Kahne works with advisors to address their most significant issues from developing investment solutions to thinking through strategic business initiatives. Prior to joining Dimensional in 2007, Kahne was a principal audio/video engineer at Walt Disney Imagineering, where she worked on the design and installation of theme park attractions at Disney parks worldwide.

Kahne holds an MBA from the Anderson School of Management at UCLA and a bachelor's degree in aeronautical and astronautical engineering from Purdue University. She is a CFA charterholder. Back To Top ^^

Evelyn M. Zohlen, CFP® | Evelyn M. Zohlen is the founder of Inspired Financial, LLC. Inspired Financial is a fee-only wealth management practice that specializes in serving women in transition in southern California. Prior to founding Inspired Financial, Evelyn was a Relationship Manager at The Vanguard Group. She received her Bachelors degree from the University of Texas, her Master of Science from the Joint Military Intelligence College, and her Master of Business Administration from Villanova University.

Evelyn is a Certified Financial Planner™ (CFP®) professional and serves on the Advisory Board for the Center for Investments and Wealth Management at the University of California at Irvine. She has served in a variety of professional and community leadership roles including the Board of Directors of the Financial Planning Association and the Board of Directors for WomanSage.

Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force. Evelyn is married with three “bonus” children and a pooch named Rusty. Back To Top ^^
Registration Fees
$20 (Members) | $30 (Non-Member Students) | $50 (Non-Members)
Parking Information
Dimensional Parking (Ocean and Arizona) - $20
or
Public Parking 4 (Click here for additional information) (Rates vary - $17.50 Daily Max)
1321 2nd St
Santa Monica, CA 90401, US
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 to receive a refund. 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 difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
 
Chairs: 
Lauren Semeniuta, CFA and Debika Seth, CFA
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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