CFALA 16th Annual Economic and Investments Forecast Dinner

Wednesday, 5:30 pm - 8:30 pm
Location: Millennium Biltmore Hotel Los Angeles
506 South Grand Avenue
Los Angeles, CA 90071-2607
Jane Wells, Special Correspondent, CNBC

Gina Martin Adams CFA, CMT, Chief U.S. Equity Strategist, Bloomberg Intelligence
Ian Lyngen, CFA, Managing Director and Head of U.S. Rates Strategy, BMO Capital Markets
Gregory Valliere, Chief Strategist, Horizon Investments
Time: 5:30 pm - 6:30 pm: Cocktail Hour
6:30 pm - 7:00 pm: Dinner
7:00 pm - 8:30 pm: Panel Discussion
Dress: Business Casual
Add to Calendar 01/24/2018 5:30 PM 01/24/2018 8:30 pM America/Los_Angeles CFALA 16th Annual Economic and Investments Forecast Dinner CFALA 16th Annual Economic and Investments Forecast Dinner Millennium Biltmore Hotel Los Angeles 506 South Grand Avenue Los Angeles, CA 90071-2607 CFALA false MM/DD/YYYY

Recording & Presentations (Members-Only)


Jane Wells | Jane Wells is an award-winning broadcast journalist with over 30 years experience in the news media. She’s covered everything from earthquakes to riots, from the O.J. Simpson trial to Mother Teresa’s funeral, from the massacre at Columbine to the 2008 financial collapse. She has questioned CEOs about poor business decisions, driven a bulldozer on live television, posed as a prostitute for a story on AIDS, appeared in the “Seinfeld” finale, and even got a hangover—on purpose—to test out the best cures.

More than anything, Jane loves a good story. She specializes in making people feel comfortable, drawing out their most personal and revealing thoughts. Using humor and a healthy balance of empathy and skepticism, Jane’s work stands out in a noisy media landscape.

Wells has won a Peabody and DuPont award for her part in KTTV’s live coverage of the Rodney King trial, along with several local news Emmys. In 2000, she transitioned from a career in general news to covering business and the markets for CNBC.

These days Jane remains a CNBC Special Correspondent, where she works on special on-air stories. She is also the reporter for’s “Strange Success” franchise, and she contributes “Good Life” reports to WCBS radio in New York. In Los Angeles, she regularly fills in at KFIAM640, the highest rated talk radio station in the west. In her free time, she produces story-telling promotional videos for non-profits like the Salvation Army.

Jane is also is regular speaker and moderator for events which have a financial or business focus, and she mentors women about succeeding in media. Back To Top ^^


Gina Martin Adams, CFA, CMT | Gina Martin Adams is the Chief U.S. Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI.

Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She frequently presents her views at industry conferences, professional associations and investment organizations, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors' All-America Research survey.

Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis and investment allocation recommendations for Wells Fargo Securities' institutional clients. Previously, she was an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.

Mrs. Adams has a bachelor’s of science degree in business administration with concentrations in Finance and Marketing from the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, and is a member of the CFA Institute, the New York Society of Security Analysts, the Market Technicians Association, the American Association of Professional Technical Analysts, the Financial Women's Association, and 100 Women in Hedge Funds. Back To Top ^^

Ian Lyngen, CFA | Ian Lyngen is a Managing Director and Head of U.S. Rates Strategy in the BMO Capital Markets Fixed Income Strategy team. His primary focus is the U.S. Treasury market with specific interests in monetary policy and economic and technical analysis. He was recently ranked first in the 2017 Institutional Investor Survey’s for US Rates Strategy and Technical Analysis. Ian joined BMO Capital Markets from CRT Capital Group. At CRT Capital, he was part of an award-winning strategy duo, ranking first in the Institutional Investor Survey’s U.S. Government Bond Strategy category for 11 consecutive years, first in the fixed-income Technical Analysis category for five consecutive years, and runner-up in the general Fixed-Income Strategy category for seven consecutive years. Prior to CRT Capital, Ian served as Senior Interest Rate Strategist at RBS Greenwich Capital.

Ian earned an MBA from Yale School of Management and a Bachelor of Science in Finance from the University of Minnesota. He is a Chartered Financial Analyst and member of the New York Society of Security Analysis. Back To Top ^^

Gregory Valliere | Gregory Valliere has been following Washington for investors for 40 years. Greg is the Chief Strategist at Horizon Investments, where he follows tax and budget issues, monetary policy, legislative developments and -- of course -- politics.

Greg has held several positions, including the Director of Research at the Charles Schwab Washington Research Group. He began his career at Drexel Burnham Lambert.

A regular speaker at financial conferences, Greg is quoted in most of the nation's media, including Barron's, The Wall Street Journal and The Washington Post. He is a regular guest on CNN, Bloomberg Radio and TV, CNBC, and CBS Radio.

Greg holds a Series 7 license and is a member of the Conference of Business Economists. A graduate of George Washington University, Greg and his wife Mary live in downtown Washington, at the Watergate. Back To Top ^^


Early Registration Fees (until January 8th, 2018)
$39 (Member) | $50 (Student) | $100 (Non-Member)

Registration Fees
$50 (Member) | $55 (Student) | $120 (Non-Member)

Table Reservation Option
Reserve Your Table of 10 (seat reservations not an option for individual registration) - $2000 (Availability: 6)

Sponsorship Opportunities
Sponsorship Registration

Parking Information
Millennium Biltmore Hotel Discounted Parking Rate: $24 Valet Parking

Additional Options:
Click links below 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)
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.

Table reservations are non-refundable. Other 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 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.
Tyler Furek, CFA
As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 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.
Thanks to our Event Sponsor:
Thanks to our Platinum Sponsors:

Thanks to our Diamond Direct Sponsors:
  • Deutsche Bank
  • KPMG
  • NWQ Investment Management Company
Thanks to our Gold Sponsors:
  • Capital Group
  • Columbia Threadneedle Investments
  • HSBC
  • Key Banc Capital Markets
  • Mitsubishi UFJ Financial Group
  • Mizuho
  • Natixis
  • OFI Global: An OppenheimerFunds Company
  • Parametric/Eaton Vance
  • TD Securities
  • T. Rowe Price
  • Wells Fargo

Thanks to our Wine Sponsors:

  • BMO Capital Markets
  • Royal Bank of Canada 
  • Tradeweb









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