Career Chat Series – Charting Your Own Course: Entrepreneurship in Finance and Investment Management


Wednesday, 5:00 pm - 7:00 pm


The Mixx
443 E. Colorado Blvd.
Pasadena, CA 91101


Joseph Lu, CFA – Founder, CEO & Chief Investment Officer, Conscious Capital Advisors


5pm - 5:30pm: Registration
5:30pm - 5:50pm: Q&A Session
5:50pm - 7pm: Cocktail Reception and Networking


Smart/Business Casual

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A Career Development Advisory Council Sponsored Event

Join us as our speaker, a successful entrepreneur in investment management, shares invaluable insights on identifying market opportunities and navigating the challenges of launching a business. This event is essential for anyone eager to shift from traditional finance roles to entrepreneurial ventures and innovation within investment management. The session will conclude with a Q&A and networking opportunities.


Joseph Lu, CFAJoseph Lu, CFA | Joseph Lu, CFA, is the founder, CEO, and Chief Investment Officer of Conscious Capital Advisors, a registered investment advisor and provider of liquid alternative strategies. Prior to founding Conscious Capital, Joseph held various portfolio management and/or analyst roles in Los Angeles and Orange County, and has worked with several institutional asset managers in L.A., including Ares Management, Capital Group, Kayne Anderson Rudnick, and Wilshire Associates.

Joseph holds a B.S. in Information and Computer Science from the University of California, Irvine, is affiliated with the CFA Societies of Los Angeles and Orange County, and has obtained the Chartered Financial Analyst (CFA) designation.

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Registration Fees
$10 (Member*) | $30 (Guest of Member**) | $40 (Non-Member)

**Members may register one (1) non-member guest.

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
Plenty of street parking. On Colorado: it’s free after 5pm, and on Los Robles: it’s free after 6pm.
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.
Roberto Hamilton, CFA

Event Chairs:
Christopher Johnana, CFA
Bryan Junus, CFA
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