Thursday, May 30th, 2019 | Omni Hotel, Los Angeles, CA
           SOLD OUT           


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





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



Registration includes continental breakfast, lunch and cocktails. - Registration is now CLOSED. Walk-ins Welcome

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 to learn more.




- 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 - 8:45 AM: Morning Keynote Macro-view: This Cycle's Lights are Starting to Flicker - Richard Bernstein, CEO/CIO, Richard Bernstein Advisors LLC

- 8:45 AM - 9:30 AM: Fireside Chat with Jay Wintrob, CEO, Oaktree Capital Moderated by Jane Wells, Special Correspondent, CNBC

- 9:30 AM - 10:15 AM: General Session Emerging Market Debt & Equity: Evaluating the Heterogeneity of Economic Development Panel:

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

- 10:15 AM - 10:30 AM: Platinum Sponsor - State Street, Intellectual Capital Presentation - Lee Ferridge, Head of Macro Strategy, State Street Bank

- 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: High Credit Risk or Extended Opprotunity?

  • Moderator: Y. Allen Kim, CFA, Director of Manager Research and Investment Solutions, Kayne Anderson Rudnick
  • Jason Duko, Partner & Portfolio Manager, Ares Management Corporation
  • Todd Vandam, CFA, Vice President & Co-Portfolio Manager, Loomis, Sayles & Company

Option #2 – Hedge Funds:

  • Moderator: Vincent Calcagno, CEO, Agile Fund Solutions, LLC
  • Jane Buchan, PhD, CAIA, CEO & Co-CIO, Martlet Asset Management
  • Steven Algert, CFA, Managing Director, The J. Paul Getty Trust
  • Edgar Smith, CFA, Managing Director, USC Endowment

Option #3 – Real Estate Panel: Market Cycle Impact on Core and Non-Core Investments

  • Moderator: Jan Brzeski, CIO & Managing Director, Arixa Capital Advisors, LLC
  • Jani Venter, Executive Director - Fund Management Team, J.P. Morgan Asset Management
  • David Wertheim, Senior Client Portfolio Manager, Invesco
  • Daniel Ismail, CFA, Lead Analyst, Green Street Advisors

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

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

Option #1 – ESG:

  • Moderator: Ophir Bruck, U.S. 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:

  • Moderator: Gary Knapp, Retired Managing Director, Head of Liability - Driven Strategies, Prudential
  • Jeffrey Cleveland, Principal & Chief Economist, Payden & Rygel
  • Tad Rivelle, CIO - Fixed Income, Trust Company of the West

Option #3 – Asset Allocation Panel: Tactical & Strategic Decisions for 2019 & Beyond

  • Moderator: Michael Buchman, Vice President & Co-CIO, Conrad N. Hilton Foundation
  • Jeremy Wolfson, CIO, LADWP
  • Doug Foreman, CFA, CIO, Kayne Anderson Rudnick
  • Brian Nick, CAIA, CIO, Nuveen
  • Susan Yun Lee, Managing Director of Investments, 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, PhD, 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, PhD, Professor of Finance, UCLA
  • Sandra Ro, CEO, Global Blockchain Business Council
  • John Burnett, Co-Founder & Head of Business Development and Strategy, Omniex
  • Jeff Dorman, CFA, CIO & Partner, Arca Funds

Option #2 – Equity:

  • Moderator: Joann M. Barry, CFA, Portfolio Manager, U.S. and Global Equities, formerly with Tradewinds Global Investors
  • Jon Bosse, CFA, CIO & Co-President, NWQ Investment Management Company, LLC
  • Meb Faber, CIO & Co-Founder, Cambria Asset Management
  • Steven Romick, CFA, Managing Partner & Portfolio Manager, First Pacific Advisors

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: Equity Strategy for the 2020s

  • Moderator: Ben Johnson, CFA, Director Global ETF Research, Morningstar
  • Chris Brightman, CIO, Research Affiliates
  • Rick Ferri, CFA, Investment Analyst & Advisor, Rick Ferri LLC
  • Steve Deschenes, R&D Director, Capital Group

- 4:10 PM - 4:45 PM: General Session CIO Panel: Tying Portfolio Concepts Together

  • Moderator: Andrea Eisfeldt, PhD, Laurence D. and Lori W. Fink Endowed Chair in Finance & Professor of Finance, UCLA Anderson School of Management
  • K.C. Krieger, CFA, CIO, The Broad Foundations
  • John Skjervem, CIO, Oregon State Treasury
  • James Williams, CIO, Vice President & Treasurer, The J. Paul Getty Trust

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

- 5:45 PM - 5:50 PM: Closing Comments

- 5:50 PM - 6:30 PM: Reception & Pictures/Book Signing with Michael Lewis



















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