06-03-2023 Mastering the Level II and III CFA® Exams

JUN 3

Saturday, 10:00 am - 11:30 am PT Location: Zoom Meeting Speakers: MODERATOR William L. Krantz, CFA — Former Co-Director, USC/CFALA CFA® Review Program PANELISTS Evelyn Drake, CFA — Private Markets Investment Associate, Angeles Investments Kate Freeman, CFA, CFP — Financial Advisor, Mainsail Wealth Partners/UBS Financial Services Inc. Max Seeget, CFA — Trade Desk Representative, Wedbush Securities Time: 10:00 am - 11:30 am PT Add to Calendar 06/03/2023 10:00 AM 06/03/2023 11:30 AM America/Los_Angeles Mastering the Level II and III CFA Exams Zoom Meeting CFALA info@cfala.org false MM/DD/YYYY

MODERATOR

William L. Krantz, CFA | Bill Krantz assumed his position as Co-Director of the USC/CFALA CFA® Review Program on September 1, 2007 and resigned on September 1, 2022. Prior to his retirement in 2005, he was involved in the USC/CFALA CFA® Review Program from 1987 through 2004. He has taught the portfolio management curriculum at all three levels and was a Level III co-coordinator for twelve years. Bill has been an active member of CFA Society Los Angeles since 1970, serving as President in 1985-1986. He was honored with the "Member of the Year" award in 1996 and the "Outstanding Lifetime Contribution" award in 2005.From 1969 through 2005, Bill worked for four investment advisory firms in downtown Los Angeles as a portfolio manager for individuals, institutions, foundations and endowment funds. His responsibilities included the management of client portfolios along with related client service and marketing activities. The last eleven years of his career were spent with Boston Partners Asset Management, a partnership he helped establish in1995 after leaving The Boston Company. He holds BS and MBA degrees from the University of Southern California and received the CFA designation in 1976.
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SPEAKERS

Evelyn Drake, CFA | Evelyn is currently a Private Markets Investment Associate at Angeles Investments, an OCIO working primarily with endowment and foundation clients. Evelyn works with the Angeles Private Markets team to conduct research on private markets fund and direct co-investment opportunities. Prior to joining the team at AIA, Evelyn worked at the Tufts University Investment Office, where she mostly identified, performed diligence on, and monitored private markets funds. Evelyn received a bachelor’s degree in Economics with a minor in Entrepreneurship from Tufts University. Additionally, she is a Chartered Financial Analyst® Charterholder and is a member of the CFA Society of Los Angeles.

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Kate Freeman, CFA, CFP | Kate has worked in private wealth management for 17 years. She is a CFA charterholder and a CERTIFIED FINANCIAL PLANNERTM professional (CFP®), making her one of only a very few financial advisors to hold both designations.

Before joining UBS, Kate worked for a trust company, Fiduciary Trust International, where she guided clients through the complex estate administration process that begins upon the death of a family member (and often ends two years later with assets placed in various kinds of trusts).

Prior to that, Kate worked for 10 years at BT Financial Group, one of Australia’s leading private wealth management firms. For Kate, everything is about the client and harnessing the full resources of a firm like UBS to find solutions for their specific needs. To do that, Kate gets to know her clients very well—to the point where she might know you better than you know yourself.

Kate is a board member of the Children's Burn Foundation and when she can, Kate and her partner, Matt enjoy golf at Bel Air Country Club. Back To Top ^^

Max Seeget, CFA | Max is a finance professional with a decade of experience in the finance industry. For the past eight years, Max has worked as an Trade Desk Representative on the agency desk at Wedbush Securities and is Series 7, 66, 57 and 24 licensed.

While pursuing his MBA in Finance from San Diego State University, Max participated in the CFA Institute Research Challenge in Toronto Canada after advancing against the local San Diego Area Schools. The experience was transformative, leading Max to pursue the CFA charter. Working with his team, Max gained invaluable experience in valuing and analyzing public companies.

Max approaches his work holistically, believing in learning things from the inside out and using data to inform his decisions. From building his own computer at thirteen years old, he has a talent to translate much of the CFA Program curriculum into Python code or another machine learning programming language to gain key insights.

Max holds a Bachelors of Science in Economics from Northeastern University in Boston Massachusetts and is also a recent recipient of the CFA charter. Back To Top ^^