Portfolio: A CFA Society Los Angeles Event
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Portfolio: A CFA Society Los Angeles Event

When: Thursday, May 30, 2019
7:00 am to 6:00 pm
Where: Omni Hotel
251 S. Olive Street
Los Angeles, California  90012
United States

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About the Event 

PORTFOLIO is an immersive all-day event geared toward the local investment community and beyond, brought to you by CFA Society Los Angeles. PORTFOLIO will provide attendees the opportunity to accelerate knowledge acquisition, participate in relevant topic debates and dialogs, and network with fellow practitioners. Attendees will be provided with unique access to local and global thought leaders through an array of speaker showcases, discussion panels and breakout sessions.

PORTFOLIO aims to broaden understanding and inspire debate within our community, providing exclusive insights into the current investment landscape and examining the future of our industry by exploring the leading edge in portfolio theory, FinTech, emergent opportunities and much more. Be sure to join your colleagues at this inaugural event that is certain to become the premier summit for enhancing the breadth and depth of knowledge of Southern California’s investment professionals.

Asset Classes: Equities · Fixed income · Real Assets (Real Estate, Infrastructure) · Private Equity · Venture capital · Gold

Investment Trends:
ESG · Cryptocurrencies · Fintech · Factor Investing · Algorithmic Investing · Direct lending · Behavioral Finance (BeFi) · Smart Beta · Floating Rate Investments · High Yield · Emerging Markets · Frontier Markets · Distressed Debt · Opportunity Zone Investing · Impact Investing · Co-Investments

Business Trends:
Fee Compression · Investment Firms of the Future

Economic Concepts:
Global Macroeconomics · Central Bank Policies · Interest Rate Movements · Geopolitical Risks · The Next Recession

Wealth Management Concepts:
Asset Allocation · Asset Correlations · Tax Efficiency · Robo Advisors · Insurance · Estate Planning · Outsourced CIO · Institutional, Foundation, Family Office, RIA, and BD Investing · Philanthropic Vehicles · Fiduciary Standard

Vehicles and Structures:
ETFs · Hedge Funds · Liquid Alts · Asset-Backed Securities · MLPs · Interval Funds



  • Steven Algert, CFA, CAIA, Managing Director J. Paul Getty Trust
  • Rob Arnott, Founder & Chairman, Research Affiliates (PIMCO)
  • Richard Bernstein, CEO, CIO Richard Bernstein Advisors LLC
  • Jeffrey Cleveland, Principal & Chief Economist, Payden & Rygel
  • Meb Faber, Co-Founder & CIO, Cambria Investment Management
  • Rick Ferri, CFA, Founder & CEO, Core-4 Investing
  • Doug Foreman, CFA, CIO, Portfolio Manager, Kayne Anderson Rudnick
  • Cathy Hepworth, CFA, Managin Director & Co-Head PGIM Fixed Income's Emerging Markets Debt Team
  • Allen Kim, Director of Manager Research and Investment Solutions, Kayne Anderson Rudnick Investment Management
  • Katherine Krieger, CFA, Chief Investment Officer, The Broad Foundations
  • Brian Nick, CAIA, Chief Investment Strategist, Nuveen
  • Tad Rivelle, CIO Fixed Income at Trust Company of the West
  • Sandra Ro, CEO, Global Blockchain Business Council
  • Steve Romick, CFA Managing Partner, FPC, LLC
  • Jane Wells, CNBC
  • James Williams CIO, J. Paul Getty Trust; Jon Bosse, CIO & Co-President NWQ Investment Management Company, LLC
  • Jay Wintrob, CEO, Oaktree
  • Jeremy Wolfson, CIO, Los Angeles Water & Power Employee's Retirement Plan

Full Speaker Information



7:00 a.m. - Continental Breakfast & Registration

8:00 a.m. - Speakers Panel & Discussions

12:00 p.m. - Lunch & Guest Speaker

1:00 p.m. - Breakout Sessions & Panel

4:20 p.m. - Closing Keynote Presentation

5:00 p.m. - Cocktails & Networking 



CFA San Francisco Society members please contact events@cfa-sf.org for a $100 discount code before registering.







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