THE WEST COAST'S PREMIER INVESTMENT CONFERENCE
Thursday, October 30th, 2025 | Omni Hotel, Los Angeles, CA
THE EVENT
PORTFOLIO is CFA Society Los Angeles’ signature all-day immersive experience designed for the local and broader investment community. As markets continue to evolve amidst rising trade tensions, shifting monetary policy, and transformative technological disruption, PORTFOLIO offers a vital opportunity to stay ahead of the curve. This year’s event will deliver dynamic content through a curated mix of keynote speakers, expert-led panels, and interactive breakout sessions. Attendees will gain direct access to local and global thought leaders discussing the most pressing challenges and compelling opportunities across the investment spectrum.
Covering both traditional and alternative asset classes, PORTFOLIO will explore the strategies shaping investment decision making today and the vehicles investors are using to implement them. Topics will address global macroeconomic trends, regulatory developments, the integration of artificial intelligence in portfolio management, and how allocators are building their portfolios in today’s market environment. Join your peers for a day of deep insights, forward-looking dialogue, and unparalleled networking. PORTFOLIO is not just an event— it’s where Southern California’s investment professionals come to challenge perspectives, connect ideas, and lead the future of finance.
Asset Classes: Equities · Fixed income · Real Assets (Real Estate, Infrastructure) · Private Equity · Private Debt · Venture Capital · Gold· Digital Assets
Investment Trends: Artificial Intelligence (AI) · Fintech · Factor Investing · Algorithmic Investing · Direct lending · Floating Rate Investments · High Yield · Emerging Markets · Distressed Debt · Impact Investing · International Markets · Sustainability · Co-Investments
Economic Concepts: Global Macroeconomics · Central Bank Policies · Inflation and Interest Rates · Geopolitical Risks · The Next Recession
Wealth Management Concepts: Asset Allocation · Asset Correlations · Diversification · Tax Efficiency · Institutional, Foundation, Family Office, RIA, and BD Investing
Vehicles and Structures: ETFs · Hedge Funds · Liquid Alts · Asset-Backed Securities · Evergreen Funds · Interval Funds
2025 CONFERENCE SPEAKERS
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VENUE
Omni Los Angeles Hotel
251 South Olive Street,
Los Angeles, CA 90012
Dress Code: Business Casual
Parking: Valet Parking - Event Rate - $25
Stay at the Omni Hotel for the discounted room rate - TBA
Registration includes continental breakfast, lunch, and cocktail reception.
Early Bird Pricing Breakdown
For CFALA Members:
- $99.00 - Through August 1st, 2025
- $149.00 - August 2nd - September 30th, 2025;
- $249.00 - October 1st- October 29th, 2025;
- $299.00 - At-Door;
For Non-Members**:
- $349.00 - Through August 1st, 2025
- $399.00 - August 2nd - September 30th, 2025;
- $449.00 - October 1st- October 29th, 2025;
- $499.00 - At-Door;
**Consider Local Society Membership! Whether you are a Charterholder, enrolled in the CFA Program, or an investment professional in Southern California, CFA Society Los Angeles provides members with numerous networking opportunities, topical events at reduced rates, career development programs and other benefits.
Not a CFA Charterholder or candidate? Associate Membership is only $200 per year, and members save up to $250 on PORTFOLIO - plus highly discounted rates for all CFALA events and exclusive Member ONLY events. Subject to application and approval. Interested? You should be! Contact us at info@cfala.org to learn more or check out our Membership Page to review all membership types, pricing, discounts and benefits.
Cancellation Policy: To receive a full refund of your Portfolio 2024 registration, you must submit in writing your request to cancel within 45 days of your registration or by Friday September 20, 2024, whichever is sooner to info@cfala.org. A full refund will be issued via your method of payment (if you paid by credit card, refund will be provided via the credit card).
If you are unable to attend and your registration was past the 45 day mark, you may elect to provide a substitute for your attendance at Portfolio 2024. Please note that if you are a CFA Society Los Angeles member your substitute must also be a Society member. Non-member registration may substitute any non-member. All substitutions must be provided to CFALA by September 20, 2024.
Health and Safety Policy: In keeping with the current guidance from the CDC, the State of California, and local regulations, CFA Society Los Angeles no longer requires attendees to show vaccination cards or negative covid tests. Should CDC, State, or Local regulations change, you will be notified by email prior to the event. If you are NOT feeling well or have been exposed to COVID, we ask that you not attend this event for the health and safety of all attending.
