CFA Charter Recognition Dinner

OCT
24
Thursday, 5:30 pm - 8:00 pm
 
Location: Jonathan Club
545 S Figueroa St
Los Angeles, CA 90071
 
Speaker: Paul Smith, CFA - Advisor, CFA Institute
 
Time: 5:30 pm - 6:30 pm: Cocktail Reception 
6:30 pm - 7:15 pm: Dinner
7:15 pm - 8:00 pm: Speaker and Charter Presentation
 
Dress: Business
   
 
Add to Calendar 10/24/2019 5:30 PM 10/24/2019 8:00 PM America/Los_Angeles CFA Charter Recognition Dinner We are proud to honor our new CFA Society Los Angeles Charterholders with a special Recognition Dinner. Jonathan Club 545 S Figueroa St Los Angeles, CA 90071 CFALA info@cfala.org false MM/DD/YYYY


Congratulations to the CFA Candidates that have successfully passed Level III of the CFA Exam!

We are proud to honor our new CFA Society Los Angeles Charterholders with a special Recognition Dinner. Please join us in honoring these new CFA Charterholders and recent Pass Level III's with cocktails, dinner, and a recognition ceremony. Regular, Affiliate, and Associate CFALA members receive free registration.

 

Paul Smith, CFA | Paul Smith serves as Advisor at CFA Institute. He previously served as President and CEO of CFA Institute. Smith joined CFA Institute in 2012 as Managing Director for Asia Pacific, overseeing its expansion into China and India. He later assumed the leadership of its Institutional Partnerships division, which is responsible for engagement with key firms, groups, and associations in the global investment industry. He was appointed president and CEO in January 2015.

He brings extensive leadership experience in the investment management industry, having held a variety of positions in major financial centers over 30 years. Smith started his career in asset management at Ermitage International, an alternative funds management company, progressively taking up roles of increasing responsibility across Europe (London, Paris, and Dublin) over 11 years — the last seven as the firm’s CEO.

Smith moved to Asia in 1996, just as the region began to take off, to join Bank of Bermuda in Hong Kong as Asia head of securities services. In 2001, he was promoted to global head of funds services. After HSBC’s acquisition of the bank in 2004, he served as HSBC’s global head of alternative funds administration working in Hong Kong and New York, where he was responsible for the delivery of services to 2,000 investment funds with more than US$250 billion of assets.

He has also pursued entrepreneurial roles, most recently as founder and CEO of the Hong Kong-based hedge fund investment management firm Asia Alternative Asset Partners for six years prior to joining CFA Institute. Early in his career, he worked as an auditor at Pricewaterhouse in London.

With more than 20 years of experience in Asia, Smith is active in the region’s investment community and has served on the boards of a number of Asia-based funds over the years.

He is a CFA charterholder and a fellow of the Institute of Chartered Accountants of England and Wales. Smith holds a master’s degree in history from Oxford University. Back To Top ^^

 

Registration Fees
Free (CFALA Members*)

Free (CFA Charter Honorees/2019 Pass Level III + One Guest**)

$80 (For Non-Member Guests or Additional Guests of CFA Charter Honorees/2019 Pass Level IIIs)

*CFALA Student Members not eligible for free registration.  

**CFA Charter Honorees/2019 Pass Level III may bring one guest for free; additional guests will be charged the Non-Member rate.

***Please note that New Charterholders will not recieve Mini Charters if they register after October 7th but will still be eligible for Pass Level III Certificates***

Parking Information
Valet Parking is hosted.
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.
Chair: 
Monica Erickson, CFA
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