Thursday, May 30th, 2019 | Omni Hotel, Los Angeles, CA
Check back daily - new speakers are being added!           Early Bird Rates Available!


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.

Early Bird Pricing Breakdown
For CFALA Members:

  • $99.00 - Through January 31st, 2019
  • $174.00 - February 1st 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 January 31st, 2019
  • $299.00 - February 1st 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, $100 on ALTSLA, and over $50 on CFALA's Annual Economic and Investments Forecast Dinner- plus similar savings on all CFALA events. Subject to application and approval. Interested? You should be! Contact Membership & Communications Administrator Andrew Elmers at




- 7:00 AM - 8:00 AM: Continental Breakfast & Registration

- 8:00 AM - 12:00 PM: Speakers & Panel Discussions

- 12:00 PM - 1:00 PM: Lunch & Guest Speaker

- 1:00 PM - 4:20 PM: Breakout Sessions & Panel Discussions

- 4:20 PM - 5:00 PM: Closing Keynote Presentation

- 5:00 PM - 6:00 PM: Cocktails & Networking












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