Investing in Your Future – The CFA Charter and Your Future Employment

MODERATOR

James Lewis, CFA, CIPM | James is a Managing Director at TCW Group. Prior to joining TCW in 1999, Mr. Lewis was a Quantitative Analyst for Loomis, Sayles & Company. Mr. Lewis received a BS in Mathematics from the University of Oklahoma and an MBA from the University of Southern California. He is a CFA® charterholder, CIPM® certificant, and member of the CFA Institute. He is a past President of CFA Society of Los Angeles.
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SPEAKERS

Mason Hodges, CFA |  Mason is a Senior ETF Product Specialist at Capital Group | American Funds. In this role, he holds many responsibilities including: conducting product research and development, analyzing competitive positioning and product strategy, evaluating investment results and economic conditions to develop sales and implementation campaigns, and supporting new and existing client relationships to drive adoption and success across both wealth management and institutional channels. Prior to his role on the ETF product management team, Mason held various investment support, business analytics, and consulting roles – all at Capital Group | American Funds. Mason holds the Chartered Financial Analyst designation. He is also a registered investment adviser representative, and a registered broker-dealer agent licensed through FINRA Series 7/63/65. He graduated from Boston University’s Questrom School of Business, with concentrations in finance and strategy & innovation.

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David Singontiko, CFA |  David Singontiko, CFA is a finance professional with over 15 years of experience spanning fintech banking, private equity, and mortgage investment. With 8 years of his career spent overseas in the Netherlands, he held roles in European financial institutions, including regulatory approvals for the mortgage investments of a Neo bank and the financial planning and analysis of a mortgage servicer. His expertise lies in fixed-income investing, risk management, and crafting strategic financial models that drive value for stakeholders. Beyond his professional endeavors, David is deeply passionate about the future of digital assets and their transformative potential in finance. A dedicated poker enthusiast and trail runner, he thrives on strategic thinking and endurance challenges, both in his career and personal life.
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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.