AI: Understanding the Next Wave of Innovation

Wednesday, 4:00 pm - 7:00 pm
Location: Shutters on the Beach
1 Pico Blvd.
Santa Monica, CA 90405
Speakers: Jared Franz – Economist, Capital Group
    Speaker: Big Picture / Panelist

Min Zhang, CFA – Head of Investment Technology, United Capital

John DeFonso, CFA, CPWA – Advisory Council, CFALA's Wealth Management Excellence Series
    Replacement Moderator

Nathan Stevenson – CEO & Founder, ForwardLane

Isaac Sudit – Equity Investment Analyst, Capital Group
Time: 4:00 pm - 4:30 pm: Registration/Networking
4:30 pm - 6:00 pm: Presentation/Panel
6:00 pm - 7:00 pm: Networking/Cocktails
Dress: Business Casual
Add to Calendar 02/06/2019 4:00 PM 02/06/2019 7:00 PM America/Los_Angeles AI: Understanding the Next Wave of Innovation Shutters on the Beach 1 Pico Blvd. Santa Monica, CA 90405 CFALA false MM/DD/YYYY



Part 1 of 6 in our Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here.

Artificial Intelligence is accelerating change in wealth management in very exciting ways. Join us and hear from an esteemed panel about their experiences with AI and their prognostications for AI in wealth management. How are you preparing? Start now and join us to learn more about what is in the path of AI's progress.

Jared Franz | Jared Franz is an economist at Capital Group, responsible for covering the United States and Latin America. He has 13 years of investment industry experience and has been with Capital Group for four years. Prior to joining Capital, Jared was head of international macroeconomic research at Hartford Investment Management Company. Before that, he was an international and U.S. economist at T. Rowe Price. He holds a PhD in economics from the University of Illinois at Chicago and a bachelor’s degree in mathematics from Northwestern University. He is also a member of the Forecasters Club of New York and the National Association of Business Economics. Jared is based in Los Angeles  Back To Top ^^

Due to a last minute cancellation, John DeFonso, CFA, CPWA, served as moderator, in replacement of Min Zhang, CFA.

Nathan Stevenson | Nathan Stevenson is CEO and founder of ForwardLane. Nathan is an experienced entrepreneur with a background in quantitative finance, computer science and machine learning. Nathan is an expert in digital innovation and transformation within wealth management, asset management and commercial banking. Previously, he worked in quantitative research at CQS, a top 5 large global alternative asset manager and in fixed income credit at BNP Paribas. In addition, he served as an enterprise architect at the Johannesburg Stock Exchange, architecting and deploying transformative trading technologies in partnership with NYSE-Euronext, LSE and CME Group. He has been featured as a speaker and industry expert on the application of AI in financial services for Forbes, Institutional Investor, Euromoney, World Economic Forum, Yale International School of Finance, Thomson Reuters, Wealth and more.  Back To Top ^^

Isaac Sudit | Isaac D. Sudit is an equity investment analyst at Capital Group with research responsibility for U.S. and European semiconductors, global semiconductor equipment, and U.S. engineering and construction companies. He has 20 years of investment experience and has been with Capital Group for 13 years. Prior to joining Capital, Isaac was a senior analyst covering the semiconductor equipment, semiconductor devices, and data networking industries for Trust Company of the West. He holds a PhD in physics from the University of Wisconsin-Madison, an MBA from Stanford Graduate School of Business and a bachelor’s degree in physics from Emory University, graduating magna cum laude. Isaac is based in Los Angeles Back To Top ^^


Registration Fees
$25 (Member) | $50 (Non-Member)

Part 1 of 6 in our Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here

Registration is closed. Walk-ins Welcome

Parking Information
Shutters on the Beach Valet: $15
Payment Information
We accept the following:

If you prefer to pay by check please email and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.


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 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.
Series Chair:
Yves-Marc Courtines, CFA
Event Chair:
John DeFonso, CFA, CPWA
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.
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