CFALA 22nd Annual Economic and Investments Forecast Dinner
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JAN
22
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PANELISTS
Marta Norton, CFA | Marta Norton is Chief Investment Strategist for Empower, a financial services company. Marta collaborates with Empower’s investment teams to formulate Empower’s market perspective and economic outlook. She provides regular commentary on market developments and generates thought leadership on critical trends facing investors. Marta shares her investment insights with Empower clients and is a frequent contributor to financial media. Marta joined Empower in 2024. She has nearly two decades of investment research and portfolio management experience, managing a wide range of multi-asset model portfolios and both equity and fixed-income mutual funds. She has written extensively on valuations across global asset classes, prevailing economic conditions, and associated portfolio construction considerations. Before joining Empower, Marta was CIO for the Americas with Morningstar Investment Management and regularly appeared on broadcast networks including CNBC, Bloomberg, Yahoo Finance, and Schwab Network. Before joining Morningstar in 2005, Marta worked for economic consulting firm LECG, LLC and was an economist for the Bureau of Labor Statistics in D.C. Marta holds a bachelor’s degree in economics from Wheaton College in Illinois. She is a CFA charterholder and is a member of CFA Society Chicago. Back To Top ^^
Tony Rodriguez | Tony oversees fixed income strategy for Nuveen’s global fixed income team and is responsible for co-chairing the Investment Committee, which establishes investment policy for all global fixed income products, and communicating the team’s positioning. Prior to his current role, Tony was the co-head of fixed income. Before joining the firm in 2002, he was director and head of global corporate bonds at Credit Suisse Asset Management in New York. Previously, he was managing director and head of corporate bonds for Prudential Global Asset Management. Tony also worked as a portfolio manager for General Electric Investment Corporation and in various financial management capacities for General Electric. Tony graduated with a B.A. in Economics from Lafayette College and an M.B.A. in Finance from New York University. Back To Top ^^
MODERATOR
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Will McKenna | Will McKenna is a content director at Capital Group, home of American Funds, focusing on advisory, retirement and institutional markets. He has 28 years of industry experience and has been with Capital Group for 23 years. Prior to joining Capital, Will was an associate at Mercer Management Consulting in New York, where he focused on marketing consulting for financial services clients. He holds a bachelor’s degree in anthropology from Princeton University, graduating summa cum laude. Will is based in Los Angeles. Back To Top ^^
Marta Norton, CFA | Marta Norton is Chief Investment Strategist for Empower, a financial services company. Marta collaborates with Empower’s investment teams to formulate Empower’s market perspective and economic outlook. She provides regular commentary on market developments and generates thought leadership on critical trends facing investors. Marta shares her investment insights with Empower clients and is a frequent contributor to financial media. Marta joined Empower in 2024. She has nearly two decades of investment research and portfolio management experience, managing a wide range of multi-asset model portfolios and both equity and fixed-income mutual funds. She has written extensively on valuations across global asset classes, prevailing economic conditions, and associated portfolio construction considerations. Before joining Empower, Marta was CIO for the Americas with Morningstar Investment Management and regularly appeared on broadcast networks including CNBC, Bloomberg, Yahoo Finance, and Schwab Network. Before joining Morningstar in 2005, Marta worked for economic consulting firm LECG, LLC and was an economist for the Bureau of Labor Statistics in D.C. Marta holds a bachelor’s degree in economics from Wheaton College in Illinois. She is a CFA charterholder and is a member of CFA Society Chicago. Back To Top ^^Tony Rodriguez | Tony oversees fixed income strategy for Nuveen’s global fixed income team and is responsible for co-chairing the Investment Committee, which establishes investment policy for all global fixed income products, and communicating the team’s positioning. Prior to his current role, Tony was the co-head of fixed income. Before joining the firm in 2002, he was director and head of global corporate bonds at Credit Suisse Asset Management in New York. Previously, he was managing director and head of corporate bonds for Prudential Global Asset Management. Tony also worked as a portfolio manager for General Electric Investment Corporation and in various financial management capacities for General Electric. Tony graduated with a B.A. in Economics from Lafayette College and an M.B.A. in Finance from New York University. Back To Top ^^MODERATOR
Will McKenna | Will McKenna is a content director at Capital Group, home of American Funds, focusing on advisory, retirement and institutional markets. He has 28 years of industry experience and has been with Capital Group for 23 years. Prior to joining Capital, Will was an associate at Mercer Management Consulting in New York, where he focused on marketing consulting for financial services clients. He holds a bachelor’s degree in anthropology from Princeton University, graduating summa cum laude. Will is based in Los Angeles. Back To Top ^^
Please fill out your 2026 Economic Forecast Contest Ballot by January 31st, 2026 to have a chance to win a prize! The fillable PDF form contains instructions on how to mail and fax your ballot back to CFA Society Los Angeles, but you may also email your ballot back to us at info@cfala.org|
Early Registration Fees (Through 12/31) Registration Fees (as of 1/1) Table Reservation Option *The only way to arrange for 8 individual seats together is through a Platinum, Gold, Silver, Bronze sponsorship opportunity or table purchase. |
Parking Information
Non-Hosted Valet: $25
Non-Hosted Valet: $25
Payment Information
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 automatically and you will receive an email confirmation.
Mail Check To:
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 automatically 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.
Cancellations
Table reservations are non-refundable. Other 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.
Table reservations are non-refundable. Other 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.
Chair:
Tyler Furek, CFA
Tyler Furek, CFA
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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. |
Sponsors to be announced.
