Mastering the Level II and III CFA® Exams - July 2024

Saturday, 10:00 am - 11:30 am

Location: Zoom Meeting

Kate Freeman, CFA, CFP — Financial Advisor, Mainsail Wealth Partners/UBS Financial Services Inc.
Rhiann Holman, CFA - Quantitative Portfolio Analyst, Allspring Global Investments
Roy Lin, CFA - Fixed Income Trader, U.S. Bancorp Advisors
Hilal Yilmaz, Ph.D, CFA - Associate Portfolio Manager, Insight Investment Council

Time: 10:00 am - 11:30 am

Add to Calendar
A Candidate Engagement Advisory Council sponsored event.
This event is open to all Level II and III CFA Candidates for free. We are excited to present CFA charterholders that have recently passed their Level III Exam and will give tips on their process to prepare and study for the CFA Exams.

Learn more about: 

  • Exam Formats
  • Time Management
  • Successful Study Strategies
  • Exam Day Strategies
  • Scholarships


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 ^^

Rhiann Holman, CFA Rhiann Holman is a portfolio analyst for the Systematic Edge team at Allspring Global Investments. In this role, Rhiann is responsible for portfolio and risk management within derivatives-based investment strategies and the day-to-day trading of portfolios. She develops tools for volatility forecasting and real time account monitoring. She also works on quantitative research, implementation, and engages with the product team on delivering these solutions to clients.

Rhiann joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). She began her investment industry career in 2020. She earned a bachelor's degree in mathematics and economics, with a sequence in data science from Claremont McKenna College. Rhiann has earned the right to use the Chartered Financial Analyst® (CFA®) designation. Back To Top ^^

Roy Lin, CFA| Roy is currently a Fixed Income Trader for U.S. Bancorp Advisors, the financial broker-dealer arm of U.S. Bancorp, working with high net worth families and middle-market institutional accounts. Roy is a generalist that trades in short duration high grade corporates, government agencies, and California municipal bonds. With 12 years of experience in the financial industry, Roy has honed his skills in analyzing interest rate movements, credit spreads, and macroeconomic factors to drive successful trading strategies for clients. Roy holds a bachelor’s degree in finance from San Diego State University. Additionally, Roy is a CFA Charterholder and is a member of the CFA Society of Los Angeles. Back To Top ^^

Hilal Yilmaz, PhD., CFA | Hilal is an Associate Portfolio Manager at Insight Investment Counsel. In this role, she contributes to equity and fixed-income research processes, conducts investment performance reporting, and performs attribution analysis for client portfolios. Additionally, Hilal is responsible for maintaining and leveraging databases and reporting systems for ongoing and new research initiatives at Insight.
Prior to joining Insight Investment Counsel, Hilal held the position of tenured Associate Professor of Economics at St. Edward’s University at Austin, TX. Before that, she worked as an economics lecturer at the University of Texas at Austin. During her time at St. Edward’s University, Hilal developed and taught the Big Data, Business Analytics, and Intelligence course in the MBA program. She also instructed undergraduate students in Econometrics, Statistics, Microeconomic Principles, Macroeconomic Theory and Labor Economics at both University of Texas and St. Edward’s University.
Hilal published journal articles on enhancing financial risk measurement estimator, Conditional Value at Risk (CVaR), for non-linear and singular scenarios in international academic journals. She earned her PhD in Economics from the University of Illinois at Urbana-Champaign and completed a Master’s degree in Finance. Hilal holds a Bachelor of Science degree in Mathematics from Bilkent University, Turkey, and is a recent recipient of CFA charter. Back To Top ^^

Registration Fees

Dr. Lawrence Harris, CFA, PhD
James Lewis, CFA, CIPM

YouTube Facebook Twitter Instagram LinkedIn