THE WEST COAST'S PREMIER INVESTMENT CONFERENCE
Thursday, May 19th, 2022 | JW Marriott, Los Angeles, CA
             MORE SPEAKERS COMING 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 annual event that has become CFALA's 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 · Fintech · Factor Investing · Algorithmic Investing · Direct lending · Floating Rate Investments · High Yield · Emerging Markets · Distressed Debt · Impact Investing · Co-Investments

Economic Concepts: Global Macroeconomics · Central Bank Policies · Interest Rate Movements · Geopolitical Risks · The Next Recession

Wealth Management Concepts: Asset Allocation · Asset Correlations · Tax Efficiency · Institutional, Foundation, Family Office, RIA, and BD Investing

Vehicles and Structures: ETFs · Hedge Funds · Liquid Alts · Asset-Backed Securities 

 
 
 

2022 CONFERENCE SPEAKERS (2019 SPEAKERS - CLICK HERE)

 
 
 
 

VENUE

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

Dress Code: Business Casual

Special Room Pricing: $289 per night

Pricing does not include applicable state and local taxes and fees. This special rate is only available until Wednesday, April 27, 2022 before 5:00 p.m. local time.

For more information, please call 877-622-3056 or click here.
 
 

EARLY BIRD RATES

 

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


Early Bird Pricing Breakdown
For CFALA Members:

  • $99.00 - Through January 3rd, 2022;
  • $149.00 - January 4th through February 28th, 2022;
  • $249.00 - March 1st through May 18th, 2022;
  • $299.00 - At-Door;

For Non-Members**:

  • $299.00 - Through February 28th, 2022;
  • $349.00 - March 1st - May 18th, 2022;
  • $399.00 - At-Door;

 

COVID Policy: CFALA’s top priority for all in-person meetings is the safety and welfare of our attendees and team. Effective immediately, CFALA is requiring proof of COVID-19 vaccination or a negative test 72 hours prior to the event for admittance to CFALA in-person meetings and events.

The policy is based on guidance and recommendations issued by the federal Centers for Disease Control and Prevention (CDC) and other public health authorities.

CFALA will also follow the strictest guidelines (such as masking) established by the facility hosting the event, the county department of public health in which the event is located, and/or the State of California. Registrants will be required to agree to a Personal Responsibility & Liability Waiver when registering for a meeting or event. Registrants will receive logistical information via email, including safety and prevention measures, before arrival.

All in-person registrants will be required to provide proof of COVID-19 vaccination on-site before entering the meeting space. Proof of vaccination will not be part of the online registration process, and CFALA will not be maintaining any records on individuals’ vaccine status. The only exemptions to this policy will be for religious or medical reasons. Any exemptions must be pre-approved, and when granted, specific health protocols must be followed, otherwise, attendees will not be admitted.

We expect to review this policy in the future and may make changes as circumstances dictate or allow.

Thank you for your understanding and cooperation.


 

Cancellation Policy: To receive a full refund of your Portfolio 2022 registration, you must submit in writing your request to cancel within 45 days of your registration or by Friday May 13, 2022, whichever is sooner. A full refund will be issued via your method of payment (if you paid by credit card, refund will be provided via the credit card).

If you are unable to attend and your registration was past the 45 day mark, you may elect to provide a substitute for your attendance at Portfolio 2022. Please note that if you are a CFA Society Los Angeles member your substitute must also be a Society member. Non-member registration may substitute any non-member. All substitutions must be provided to CFALA by May 13, 2022.

In the event that we are unable to host the conference because of local COVID restrictions, your registration will be moved to the next PORTFOLIO conference or you can request a refund in writing.


**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 up to $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

 

 

PLATINUM SPONSOR

 

BRONZE SPONSORS


  
 

BUSINESS SPONSORS

 
 
 
 
 
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