Omni Los Angeles Hotel at California Plaza
Omni Los Angeles Hotel at California Plaza, 251 S Olive St, Los Angeles, CA 90012, USA

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Event Date Thu May 30 PDT (over 2 years ago)
In your timezone (EST): Thu May 30 11:00am - Thu May 30 8:00pm
Location Omni Los Angeles Hotel at California Plaza
251 S Olive St, Los Angeles, CA 90012, USA
Region Americas

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.


2019 Speakers

Richard Bernstein
Chief Executive Officer/CIO, Richard Bernstein Advisors

Jane Wells

Jay Wintrob
Chief Executive Officer, Oaktree

Rob Arnott
Founder & Chairman, Research Affiliates

Steve Romick
First Pacific Advisors

James Williams
CIO, The J. Paul Getty Trust

Jon Bosse
CIO & Co-President, NWQ Investment Management Company

Tad Rivelle
CIO - Fixed Income, TCW Funds & MetWest Funds

Katherine Krieger
CIO, The Broad Foundations

Meb Faber
Co-Founder & CIO, Cambria Investment Management

Doug Foreman
CIO, Kayne Anderson Rudnick

Jeffrey Cleveland
Principal & Chief Economist, Payden & Rygel

Brian Nick
Chief Investment Strategist, Nuveen

Steven Algert
Managing Director, The J. Paul Getty Trust

Jeremy Wolfson
CIO, Los Angeles Water & Power Employee's Retirement Plan

Sponsors & Partners

2019 Sponsors

• State street


• J.P.Morgan
• Cohnreznick

• Carillon

• CFA society San francisco