THE WEST COAST'S PREMIER INVESTMENT CONFERENCE
Tuesday, November 10th, 2026 | Omni Hotel, Los Angeles, CA
THE EVENT
PORTFOLIO 2026 is CFA Society Los Angeles’ signature all-day immersive experience designed for the local and broader investment community. As markets navigate geopolitical fragmentation, shifting trade protections, and a critical post-midterm market outlook, traditional asset allocation frameworks are being completely redefined. Highlighting this year's program is a brand-new, comprehensive AI Track designed to explore the profound impact of artificial intelligence across the entire investment lifecycle. This dedicated track will dive into the physical infrastructure of data centers, cutting-edge investment tools, and the critical ethical implications shaping the future of finance. Attendees will gain direct access to local and global thought leaders discussing the macroeconomic forces and industrial policies structurally altering global capital flows.
Covering both traditional and alternative asset classes, PORTFOLIO 2026 explores the strategic active-versus-passive management choices that shape portfolios and the innovative vehicles allocators use to navigate them. Sessions will dive into the underwriting standards of hybrid public-private funds, institutional pathways for digital asset tokenization, and the supply chain pressures redefining natural resources and commodity markets. Join your peers for a day of deep insights, forward-looking dialogue, and unparalleled networking. PORTFOLIO is 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 (Commodities, 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
Economic Concepts: Global Macroeconomics · Central Bank Policies · Inflation and Interest Rates · Geopolitical Risks
Wealth Management Concepts: Asset Allocation · Asset Correlations · Diversification · Tax Efficiency · Institutional, Foundations, Family Office, and RIA
Vehicles and Structures: ETFs · Hedge Funds · Liquid Alts · Asset-Backed Securities · Evergreen Funds · Interval Funds
2026 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
Room Block Available - Stay at the Omni Hotel for the discounted room rate of $229 per night. Book by October 20th, 2026. Reservations must be made through the following link.
Registration includes continental breakfast, lunch, and cocktail reception.
Early Bird Pricing Breakdown
For CFALA Members:
- $99.00 - Through August 8th, 2026
- $179.00 - August 9th- October 15th, 2026;
- $289.00 - October 16th- November 9th, 2026;
- $349.00 - At-Door;
For Non-Members**:
- $399.00 - Through August 8th, 2026
- $479.00 - August 9th- October 15th, 2026;
- $589.00 - October 16th- November 9th, 2026;
- $649.00 - 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 $300 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.
CFA Society Los Angeles is recognized as a nonprofit business league under IRS Section 501(c)(6). Please note that membership dues and sponsorship payments are not considered charitable contributions and therefore are not tax-deductible as charitable donations for federal income tax purposes. However, such payments may be deductible as ordinary and necessary business expenses. We recommend consulting your tax advisor to determine the extent to which your payment may be deductible under applicable tax laws
Cancellation Policy: To receive a full refund of your Portfolio 2026 registration, you must submit in writing your request to cancel within 45 days of your registration or by Friday October 30, 2026 to info@cfala.org, whichever is sooner. 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 2026. 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 October 30, 2026.
Health and Safety Policy: If you are NOT feeling well, we ask that you not attend this event for the health and safety of all attending.
AGENDA
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SPONSORS
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BRONZE SPONSORS
CFA Society Los Angeles is recognized as a nonprofit business league under IRS Section 501(c)(6). Please note that membership dues and sponsorship payments are not considered charitable contributions and therefore are not tax-deductible as charitable donations for federal income tax purposes. However, such payments may be deductible as ordinary and necessary business expenses. We recommend consulting your tax advisor to determine the extent to which your payment may be deductible under applicable tax laws
