The CFA® Journey: Meet, Learn, Network - July 2020

JUL
09
Thursday, 4:00 pm - 5:30 pm - New Date/Time
 
Location: Virtual Meeting
 
Speakers: Amy Born, CFA, CFP®, CIMA — Senior Wealth Advisor, Boston Private Wealth
Michael Koop, CFA — Director, Investment Manager Research, AIG
William L. Krantz, CFA — Co-Director, USC/CFALA CFA® Review Program
 
Time: 4:00 pm - 5:30 pm: Networking
 
Dress: Casual
   
  Add to Calendar 07/09/2020 4:00 PM 07/09/2020 5:30 pM America/Los_Angeles The CFA® Journey: Meet, Learn, Network Online Webinar CFALA cfareview@cfala.org false MM/DD/YYYY

Join us on Thursday, July 9th between 4:00pm and 5:30pm for an opportunity to network with CFA® charterholders and discover valuable information about the CFA® Program from the experts.

You'll be able to chat with CFA® charterholders about their decision to pursue the CFA® charter, their navigation of the three CFA® Exams, and their careers now that they have obtained the CFA® charter.

Don't miss this opportunity to network with fellow candidates and CFA® charterholders. It's a free virtual evening for local candidates to create valuable connections, career opportunities, and a chance to discover more about the CFA® Program!

SPEAKERS

Amy Born, CFA, CFP®, CIMA | Amy Born is a Senior Wealth Advisor. She is responsible for delivering customized, holistic financial planning advice to Boston Private Wealth high-net-worth clients.

Amy has over 20 financial industry experience. Prior to joining Boston Private Wealth, Amy was a financial planner with Acacia Wealth Advisors – HighTower in Beverly Hills, Stone Carlie Wealth Advisors in St. Louis and Ernst & Young’s Personal Financial Counseling practice in both St. Louis and Los Angeles.

Amy is an active member of Financial Planning Association Los Angeles chapter where she currently serves on the pro bono committee. She frequently volunteers her time providing financial advice to low income families in the Los Angeles area. She also received the 2018 Pro Bono Award by Financial Planning magazine and Foundation for Financial Planning for her work with Habitat for Humanity of Greater Los Angeles.

Amy is a graduate of San Diego State University, where she received a Bachelor of Science degree in Business Administration with an emphasis in Financial Services. She holds the Chartered Financial Analyst® (CFA) designation, CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Investment Management Analyst (CIMA) designations. Back To Top ^^

Michael Koop, CFA | Michael Koop holds the position of Director, Investment Manager Research at AIG. He is responsible for investment manager research and fund due diligence. Prior to joining AIG in 2018, Michael worked as a Portfolio Manager for Kempen Capital Management based out of Amsterdam, The Netherlands, where he was responsible for the investment management of pension plans, insurance companies, listed fund-of-funds and high net worth individuals. He earned a MS degree in Finance (cum laude) and a BS in Business Economics from Tilburg University.

He holds the Chartered Financial Analysts designation, and is a member of the CFA Society Los Angeles and the CFA Institute. Michael acts as the co-chair of the Career Mentorship Program, as well as the USC/CFALA CFA® Review Program Level I Mentor Match Program. He regularly serves as a mentor and coordinator in the Level I review program. Back To Top ^^

William L. Krantz, CFA | William L. Krantz assumed his position as Co-Director of the USC/CFALA CFA® Review Program on September 1, 2007. Prior to his retirement in 2005, he was involved in the USC/CFALA CFA® Review Program from 1987 through 2004. He has taught the portfolio management curriculum at all three levels and was a Level III co-coordinator for twelve years. Bill has been an active member of CFA Society Los Angeles since 1970, serving as President in 1985-1986. He was honored with the "Member of the Year" award in 1996 and the "Outstanding Lifetime Contribution" award in 2005.

From 1969 through 2005, Bill worked for four investment advisory firms in downtown Los Angeles as a portfolio manager for individuals, institutions, foundations and endowment funds. His responsibilities included the management of client portfolios along with related client service and marketing activities. The last eleven years of his career were spent with Boston Partners Asset Management, a partnership he helped establish in 1995 after leaving The Boston Company. He holds BS and MBA degrees from the University of Southern California and received the CFA designation in 1976. Back To Top ^^
 
Registration Fees
Free 

Chairs: William Krantz, CFA & Larry Harris, PhD, CFA

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