THE WEST COAST'S PREMIER INVESTMENT CONFERENCE
Thursday, May 30th, 2019 | Omni Hotel, Los Angeles, CA
Best-Selling Author Michael Lewis Just Announced!           Check back daily - new speakers are being added!           Early Bird Rates Available!
 
 

THE EVENT

PORTFOLIO is an immersive all-day event geared toward the local investment community and beyond, brought to you by CFA Society Los Angeles. PORTFOLIO will provide attendees the opportunity to accelerate knowledge acquisition, participate in relevant topic debates and dialogs, and network with fellow practitioners. Attendees will be provided with unique access to local and global thought leaders through an array of speaker showcases, discussion panels and breakout sessions.

PORTFOLIO aims to broaden understanding and inspire debate within our community, providing exclusive insights into the current investment landscape and examining the future of our industry by exploring the leading edge in portfolio theory, FinTech, emergent opportunities and much more. Be sure to join your colleagues at this inaugural event that is certain to become the premier summit for enhancing the breadth and depth of knowledge of Southern California’s investment professionals.

Asset Classes: Equities · Fixed income · Real Assets (Real Estate, Infrastructure) · Private Equity · Venture capital · Gold

Investment Trends: ESG · Cryptocurrencies · Fintech · Factor Investing · Algorithmic Investing · Direct lending · Behavioral Finance (BeFi) · Smart Beta · Floating Rate Investments · High Yield · Emerging Markets · Frontier Markets · Distressed Debt · Opportunity Zone Investing · Impact Investing · Co-Investments

Business Trends:  Fee Compression · Investment Firms of the Future

Economic Concepts: Global Macroeconomics · Central Bank Policies · Interest Rate Movements · Geopolitical Risks · The Next Recession

Wealth Management Concepts: Asset Allocation · Asset Correlations · Tax Efficiency · Robo Advisors · Insurance · Estate Planning · Outsourced CIO · Institutional, Foundation, Family Office, RIA, and BD Investing · Philanthropic Vehicles · Fiduciary Standard

Vehicles and Structures: ETFs · Hedge Funds · Liquid Alts · Asset-Backed Securities · MLPs · Interval Funds

 
 
 

2019 CONFERENCE SPEAKERS

 
 
 

VENUE

Omni Hotel
251 S Olive St
Los Angeles, CA 90012

Dress Code: Business Casual

Special room block pricing of $209.

For special discounted rate please call: 1-800-THE-OMNI  (1-800-843-6664)  Discount Code: CFASOCIETYLA
 
 
 
 

EARLY BIRD RATES

 

Registration includes continental breakfast, lunch and cocktails.


Early Bird Pricing Breakdown
For CFALA Members:

  • $99.00 - Through February 15th, 2019
  • $174.00 - February 16th through March 15th, 2019
  • $249.00 - March 16th through April 15th, 2019
  • $299.00 - April 16th through May 30th, 2019

For Non-Members**:

  • $249.00 - Through February 15th, 2019
  • $299.00 - February 16th through March 15th, 2019
  • $349.00 - March 16th through April 15th, 2019
  • $399.00 - April 16th through May 30th, 2019

**Consider Local Society Membership! Whether you are a Charterholder, enrolled in the CFA Program, or an investment professional in Southern California, CFA Society Los Angeles provides members with numerous networking opportunities, topical events at reduced rates, career development programs and other benefits.

Not a CFA Charterholder or candidate? Associate Membership is only $175 per year, and members save $150 on PORTFOLIO, $200 on ALTSLA - plus similar savings on all CFALA events. Subject to application and approval. Interested? You should be! Contact us at info@cfala.org to learn more.

 

 
 
 
 

AGENDA

- 7:00 AM - 8:00 AM: Conference Registration, Breakfast & Sponsor Showcase

- 8:00 AM - 8:05 AM: Welcome & Opening Remarks - Akiko Hayata, CFA, President - CFA Society Los Angeles

- 8:05 AM - 8:20 AM: Intellectual Capital Presentation - Lee Ferridge, State Street Bank

- 8:20 AM - 9:00 AM: Morning Macro-view Keynote - Richard Bernstein, CEO/CIO, Richard Bernstein Advisors LLC

- 9:00 AM - 9:45 AM: General Session Emerging Markets Panel:

  • Moderator: Brad Rowe, CFA, Co-Director of Research, Los Angeles Capital
  • Cathy Hepworth, Managing Director and Co-Head PGIM
  • Bill Campbell, Global Bond Portfolio Manager, DoubleLine
  • Emily Alejos, Managing Director & CIO, Cartica Management LLC

- 9:45 AM - 10:30 AM: Fireside Chat with Jay Wintrob, CEO, Oaktree Capital Moderated by Jane Wells, CNBC

- 10:30 AM - 10:50 AM: Coffee Break, Sponsor Showcase & Transition to Breakout #1

- 10:50 AM - 11:30 AM: Breakout #1:

Option #1 – High Yield & Leverage Loans:

  • Moderator: Allen Kim, Director, Manager Research and Investment Solutions, Kayne Anderson Rudnick
  • Jason Duko, Partner, Ares
  • Todd Vandam, Vice President, Loomis Sayles

Option #2 – Hedge Funds:

  • Moderator: Vincent Calcagno, CEO, Agile Fund Solutions, LLC
  • Jane Buchan, CEO, Martlet Asset Management
  • Steven Algert, Managing Director, The J. Paul Getty Trust
  • Edgar Smith, Managing Director, USC Investment Office

Option #3 – Real Estate Panel:

  • Moderator: Jan Brzeski, Managing Director, CIO, Arixa Capital
  • Jaclyn Weinman Beck, Executive Director-Client Portfolio, JPMorgan Asset Management
  • David Wertheim, Invesco

- 11:30 AM - 11:45 AM: Transition to Breakout #2

- 11:45 AM - 12:30 PM: Breakout #2:

Option #1 – ESG:

  • Moderator: Ophir Bruck, US Network Manager, Principles for Responsible Investment
  • Manica Piputbundit, Senior Director, Responsible Investing, Nuveen
  • Kaitlin Bergan, Vice President, Institutional Product Group, BlackRock
  • Olivia Albrecht, Senior Vice President, ESG Business Strategy, PIMCO

Option #2 – Fixed Income:

  • Jeff Cleveland, Principal & Chief Economist, Payden & Rygel
  • Tad Rivelle, CIO - Fixed Income, TCW

Option #3 – Asset Allocation Panel:

  • Jeremy Wolfson, CIO, LADWP
  • Doug Foreman, CIO, Kayne Anderson Rudnick
  • Brian Nick, CIO, Nuveen
  • Susan Yun Lee, Managing Director, The Broad Foundations

- 12:30 PM - 12:45 PM: Transition to Lunch & Keynote Speaker

- 12:45 PM - 2:00 PM: Lunch & Keynote Speaker – Roberto Rigobon, Society of Sloan Fellows, Professor of Management, MIT Sloan School of Management

- 2:00 PM - 2:15 PM: Transition to Breakout #3

- 2:15 PM - 3:00 PM: Breakout #3:

Option #1 – Crypto Currency:

  • Moderator: Dr. Bhagway Chowdhry, Professor of Finance, UCLA
  • Sandra Ro, CEO, Global Blockchain Business Council
  • John Burnet/Hu Liang, Omniex
  • Jeff Dorman, CIO & Partner, Arca Funds

Option #2 – Equity:

  • Jon Bosse, CIO & Co-Head, NWQ Investment Management Company
  • Meb Faber, CIO, Cambria Asset Management
  • Steven Romick, Managing Partner, FPA LP

Option #3 – Opportunity Zones

  • Moderator: Fiona Ma, CPA, California State Treasurer
  • Jun Sakumoto, President - Avanath Development, Avanath Capital Management
  • Beth Mullen, CPA, Partner - Affordable Housing Industry Leader, CohnReznick
  • Sean Morris, Managing Director - Head of the Institutional Partners & Co-Investors Group, CIM Group
  • Dean Allara, Vice Chairman - Head of the Capital Markets Group, Bridge Investment Group

- 3:00 PM - 3:30 PM: Coffee Break, Sponsor Showcase & Transition to General Session

- 3:30 PM - 4:10 PM: Active vs. Index vs. Factor Panel

  • Moderator: Ben Johnson, Director Global ETF Research, Morningstar
  • Chris Brightman, CIO, Research Affiliates
  • Rick Ferri, Founder & CEO, Core-4 Investing
  • Steve Deschenes, R&D Director, Capital Group

- 4:10 PM - 4:45 PM: General Session CIO Panel:

  • Moderator: Andrea Eisfeldt, UCLA Anderson School of Management
  • Katharine Krieger, CIO, The Broad Foundations
  • John Skjervem, CIO, Oregon State Treasury
  • James Williams, CIO, The J. Paul Getty Trust

- 4:10 PM - 4:45 PM: General Session Hedge Fund Panel:

  • Moderator: Andrea Eisfeldt, UCLA Anderson School of Management
  • Jane Buchan, CEO, Martlet Asset
  • Steve Algert, Managing Director, The J. Paul Getty Trust

- 4:45 PM - 5:15 PM: Closing Keynote Speaker – Michael Lewis

- 5:15 PM - 5:20 PM: Closing Comments

- 5:20 PM - 6:15 PM: Reception

 

 
 
 
 
 
 

PLATINUM SPONSOR

 

GOLD SPONSOR

 

SILVER SPONSORS

 

 

 

 

                                    

 
 
 

BRONZE SPONSORS

 
 

BUSINESS SPONSORS

 
 
 
 
 
 
 
 

SOCIETY SPONSORS

LinkedIn Instagram Twitter Facebook YouTube
Sponsorship Opportunities—Click Here
image widget