Deep Dive Into Concentrated Equity: How to Master Single Stock, ISOs, RSUs, ESOP, ESPP Exposures?

OCT
02
Wednesday, 4:00 pm - 7:00 pm
 
Location: Shutters on the Beach
1 Pico Blvd.
Santa Monica, CA 90405
 
Speakers:  

Speaker:
Tim Kochis, CFPFormer CEO & Wealth Management Pioneer, Aspiriant

 
Time: 4:00 pm - 4:30 pm: Registration/Networking
4:30 pm - 6:00 pm: Panel Discussion
6:00 pm - 7:00 pm: Networking/Cocktails
 
Dress: Business Casual
   
 
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Part 5 of 6 in our Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here.
 
Join us for expert tactical analysis with real world case studies of NQSOs, RSUs, 83(b) elections, ESPPs. We’ll also discuss strategies for diversifying large stock holdings. .

 

Tim Kochis,CFP | Tim Kochis is the former CEO and Chairman of Aspiriant, and author of Managing Concentrated Stock Wealth, (2nd Ed, Wiley, 2016) among other books. He led the wealth management practices at Bank of America and at Deloitte through the 1980’s before co-founding Kochis Fitz in 1991. He merged Kochis Fitz and Quintile to form Aspiriant in 2008, recognized as one of the industry’s most strategic RIA M&A transactions. Tim joined forces with DeVoe & Company, as a Special Advisor, in early 2017 to help build a comprehensive succession and continuity platform for the RIA industry. 

Tim was also a co-founder of the Personal Financial Plannings Program at UC Berkeley, where he taught for 18 years.   He has been very active within industry organizations, globally, having chaired the CFP Board (1995), the Foundation for Financial Planning (2004), and the international certification authority, the FPSB (2005). 

Tim has an MBA from the University of Chicago, a JD from the University of Michigan, and a BA from Marquette University.Back To Top ^^

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.
Sponsored By:

 

 

 

 

Registration Fees (Limited Space Available)
$25 (Member) | $50 (Non-Member)

Part 5 of 6 in our Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here.

Parking Information
Parking is available for $15 - Valet.
 

Payment Information
We accept the following:

If you prefer to pay by check please email info@cfala.org 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
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 info@cfala.org. 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 Chairs:
Amy Born
James St. Aubin, CFA
Matthew Kirisits
, CFA

 

 

 

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