Tell a Friend About This EventTell a Friend

When: Thursday, May 30, 2019
Where: Omni Hotel
251 South Olive St.
Los Angeles, California  90012
United States
Contact: CFA Society Los Angeles

« Go to Upcoming Event List  




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

CalALTs Members receive a 20% discount. You can find the discount code here.



Thursday, May 30, 2019

Omni Hotel

251 S Olive St

Los Angeles, CA 90012

Learn More and Register Here

Latest News

CalALTs Partners

Membership Management Software Powered by YourMembership  ::  Legal