THE WEST COAST'S PREMIER INVESTMENT CONFERENCE
Thursday, May 7th, 2020 | JW Marriott, Los Angeles, CA
JEFFREY GUNDLACH JUST ANNOUNCED!            MORE SPEAKERS TO BE ANNOUNCED SOON           
 
 

THE EVENT

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

 
 
 

2020 CONFERENCE SPEAKERS TBA (2019 SPEAKERS - CLICK HERE)

 
 
 

VENUE

COMING SOON: Book your room in our room block!

JW Marriott Los Angeles
900 W Olympic Blvd
Los Angeles, CA 90015

Dress Code: Business Casual

Special Room Pricing: $369

For more information, please call 213-613-1503.
 
 
 
 

EARLY BIRD RATES

 

Registration includes continental breakfast, lunch, and cocktails. - WALK-INS WELCOME


Early Bird Pricing Breakdown
For CFALA Members:

  • $99.00 - Through January 1st, 2020
  • $149.00 - January 1st through March 1st, 2020
  • $249.00 - March 1st through May 6th, 2020
  • $299.00 - At-Door

For Non-Members**:

  • $299.00 - Through March 1st, 2020
  • $329.00 - March 1st through May 6th, 2020
  • $399.00 - At-Door

Cancellation Policy: Cancellations must be received in writing. Please email info@cfala.org. There will be no refunds after April 16th, 2020. Substitutions will be accepted until May 1st, 2020.


**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 $200 on PORTFOLIO - plus highly discounted rates for all CFALA events. Subject to application and approval. Interested? You should be! Contact us at info@cfala.org to learn more.

 

 
 
 
 
 

AGENDA TBA

 

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