How Do You Practice Wealth Management: The 2024 Peer to Peer Masterclass


Wednesday, 4:00 pm - 7:00 pm


Wilshire Country Club
Hancock Room
301 N. Rossmore Ave.
Los Angeles, CA, 90004


Amy Born, CFA, CFP®, CIMA— Private Wealth Advisor, SVB Private
Arielle Bittoni, CFA, CFP® —Chief Wealth Strategist - Refresh Investments LLC
Yves-Marc Courtines, CFA, CFP®, EA—Boundless Advice LLC
John DeFonso, CFA, CPWA® — Advisor, Aqua Capital Advisors


4:00 pm - 4:30 pm: Check In
4:30 pm - 6:00 pm: Peer to Peer Discussion
6:00 pm - 7:00 pm: Cocktail Reception

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A Wealth Management Advisory Council Sponsored Event

With the success of our inaugural peer-to-peer masterclass in 2022, we are hosting the event again in response to your support. This event is different from our past events. Attendees should expect an open, non-judgmental environment to discuss the challenges of being a wealth manager. Join us as we take a more intimate approach to the practices and decisions you make as wealth managers. At each roundtable you, as an attendee, speak directly to your peers about topics relating to the practice of wealth management. Share your thoughts and experiences and ask the questions you want answered in smaller groups. We expect a mix of knowledge levels so if you are less comfortable sharing there will be many opportunities to listen and learn. Each table will have a conversation starter to promote sharing and keep the group on topic. Join the discussion that seeks to be directly applicable and practical to your business as a wealth manager.

Be assured, this Wealth Management Excellence Summit - as always - welcomes all knowledge levels as we push to help newer and experienced practitioners alike to “bend the curve” of wealth management knowledge.

Please join us! When you register, or when polled via email, you will have a chance to rank your preferences among the topics. We try our best to provide everyone a chance to discuss two of your top four topics. The topics to choose from are:

  • Investments - Asset Allocation
  • Investments – Equities / Factor Investing
  • Investments – Fixed Income
  • Planning - Trusts and Estates
  • Planning – Retirement
  • Practice Management - Business Development / Retention
  • Practice Management - Client Communication & Behavior
  • Practice Management – Personal Branding
  • Practice Management – Fees / Service Levels / Operations


Amy Born, CFA, CFP®, CIMA | Amy has over 20 years of financial industry experience. Prior to joining SVB Private, Amy was a wealth advisor at Boston Private Wealth (acquired by SVB), Acacia Wealth Advisors – HighTower in Beverly Hills, Stone Carlie Wealth Advisors in St. Louis and Ernst & Young’s Personal Financial Counseling practice in both St. Louis and Los Angeles. Amy frequently volunteers her time providing financial advice to low-income families in the Los Angeles area. She also received the 2018 Pro Bono Award by Financial Planning magazine and Foundation for Financial Planning for her work with Habitat for Humanity of Greater Los Angeles. She is a graduate of San Diego State University, where she received a Bachelor of Science degree in Business Administration with an emphasis in Financial Services. She holds the Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Investment Management Analyst (CIMA) designations.

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Arielle Bittoni, CFA, CFP® | Arielle Bittoni CFA, CFP® is the Chief Wealth Strategist for Refresh Investments LLC, a financial advisory firm dedicated to helping women and families manage their wealth. Arielle’s 20 year investment career encompasses multiple roles in the financial industry including litigation consultant, fixed income trader, and financial advisor. She earned bachelor degrees in Applied Mathematics and Economics from the University of California, Berkeley, and holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Arielle is the Chair of the Women's Advisory Council for the CFA Society Los Angeles, and co-founder of Collaborative WIM.

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Yves-Marc Courtines, CFA, CFP®, EA | is the founder of Boundless Advice, easing the burden of complex financial chores for clients so they can re-focus on excelling at work, enjoying time with family and friends, and pursuing an active lifestyle of sport and travel. Specialty solutions for clients with wealth concentrated in stock options or their privately held business. Prior to founding Boundless Advice, Yves-Marc’s had successful Wall Street and Main Street careers as an investment banker and mortgage banker, respectively. Firms included DLJ/Credit Suisse, ROTH Capital/Argyle Street Management and NY Mortgage Co. Mr. Courtines is a graduate of Georgetown University, is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ certificant. He chairs CFA Society Los Angeles’ popular Wealth Management Excellence Summits, is a founding member of the Wealth Management League in LA and is a board member of privately-held AdvicePay, Inc. A reformed New Yorker, Yves-Marc lives in southern California with his wife and young daughter, who indulge his running, cycling and overseas travel addictions as much as they can.

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John DeFonso, CFA, CPWA® | John has been in the wealth advisory business for over 20 years providing advice, investment management, and planning. John is a Chartered Financial Analyst® charterholder and is also a Certified Private Wealth Advisor® designee. John serves on the Wealth Management Advisory Board and the FinTech Advisory Board for the 2400 member CFA Society of Los Angeles. He is also a member of the Wealth Management League an invitation only, idea sharing, wealth management network. John earned his BS in Economics from the Wharton School of the University of Pennsylvania. He enjoys traveling, having visited 50+ countries, golfing, skiing, and backcountry hiking. He and his wife are sometimes proud parents of two usually good children.

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Registration Fees
$20 (Members) | $60 (Non-Members)

Payment Information
We accept the following:

If you prefer to pay by check please email 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
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Parking Information
Free Parking
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 e-mail 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.
Event Chair:
John DeFonso, CFA, CPWA®
Series Chair:
Yves-Marc Courtines, CFA, CFP®, EA
CFA Society Los Angeles has determined that this program qualifies for 1.5 PL credit hours, under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member and a CFA Society Los Angeles Member, PL credit for your participation in this program will be automatically recorded in your PL tracking tool.

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