Distinguished Speaker: William Bernstein - Insights and Wisdom from a Financial Luminary
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A Wealth Management Advisory Council Sponsored Event
Please join us for an evening with a legendary financial mind. William Bernstein is a neurologist, an astute observer of history, an award-winning author, and a founder of an investment advisory firm. William’s distinctive background delivers a wonderfully unique perspective so many readers of his works have enjoyed and now you can too, in person. Listen to his comments on markets and investing and prepare your questions for an interactive experience.
SPEAKER
William Berstein, Ph.D, MD | Bill Bernstein is a recovering neurologist who has of late helped co-found Efficient Frontier Advisors and has written several titles on finance and economic history. Although his early formative training in economics was confined to brief stints in the US Postal Service during college Christmas breaks, his three finance books, The Intelligent Asset Allocator, The Four Pillars of Investing, and The Investor’s Manifesto, as well as the content on his Website, efficientfrontier.com, have made him uncomfortably popular with the press.
Bill is also a big believer in the value of the creative nonfiction process in helping to organize his leisure-time reading. Over the past few decades, he has written two volumes of economic history, The Birth of Plenty (McGraw-Hill, 2004) and A Splendid Exchange (Atlantic Monthly Press, 2008), the former about the economic growth inflection of the early nineteenth century, and the latter a wide-angle look at the history of world trade, the latter of which was short-listed for the 2008 Goldman-Sachs-Financial Times Award and was listed as a 2008 best business books by the Economist. Two more history books, Masters of the Word and The Delusions of Crowds, also from Atlantic Monthly Press, explore the effects of access to technology on human relations and politics and the history and social psychology of mass manias. He was also the 2017 winner of the CFA Institute’s James R. Vertin Award. Back To Top ^^
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Registration |
We accept the following:
If you prefer to pay by check please email info@cfala.org 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.
Valet parking is $18.
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 info@cfala.org. 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.
Yves-Marc Courtines, CFA, CFP, EA
John DeFonso, CFA, CPWA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |


