Investing in the CFA® Program and Maximizing Your Value - June 2020

JUN
16
Tuesday, 4:00 pm - 5:30 pm - New Date/Time
 
Location: Online Webinar
 
Speakers: MODERATOR
William L. Krantz, CFA — Co-Director, USC/CFALA CFA® Review Program

PANELISTS
Pamela Chen, CFA — Founder, ReFresh Investments
Michelle Tucker, CFA — Associate Vice President, Payden & Rygel
 
Time: 4:00 pm - 5:30 pm: Panel Discussion
 
Dress: Casual
   
 
Add to Calendar 06/16/2020 4:00 PM 06/16/2020 5:30 pM America/Los_Angeles Investing in the CFA® Program and Maximizing Your Value Online Webinar CFALA cfareview@cfala.org false MM/DD/YYYY

Come hear a panel discussion with three seasoned CFA® investment management practitioners discussing the future employment opportunities and the training needed to obtain highly rewarding jobs in the financial services industry. Is the CFA® charter right for you?
Learn more about:
  • The value of the CFA® charter to your professional development and career
  • Enrolling in the CFA® Program
  • Available Scholarships
  • All Candidate Resources Offered By CFA Society Los Angeles
  • Membership opportunities for CFA Institute and CFA Society Los Angeles

MODERATOR

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 ^^

PANELISTS

Pamela Chen, CFA | Pamela Chen is founder of ReFresh Investments in Santa Monica, CA., a financial advisory firm serving families and small businesses. Pamela’s investment and business career spans over 30 years, including as Senior Portfolio Manager at Northern Trust and at U.S. Trust. In private wealth management, she provided investment advice, analysis, and direct responsibility of investment portfolios for high net worth clients. Prior experience includes SSI Investment Management, as a Portfolio Manager of a long-short market neutral fund, as well as an Equity Analyst at Financial Management Advisors.

Pamela started her accounting career at Ernst & Young and further broaden into business management at the University of Miami. She was Director of Financial Analysis and then Director of Contract Services where she led the University’s food service operations. Pamela subsequently assumed the CFO role at Imperial Credit Asset Management, a Beverly Hills hedge fund specializing in collateralized debt obligations (CDOs).

Pamela earned an MBA from the Johnson School at Cornell University as well as a BS in Kinesiology from UCLA. She is actively involved in various professional and community organizations, including membership in CalCPA, the CFA Institute, and the UCLA Alumni Association. Additionally, Pamela assumed leadership roles as a Board member of the Cornell Club of Los Angeles and as a Board member of the UCLA Prytanean Alumnae Network. She is a CFA Charterholder and a Certified Public Accountant. Back To Top ^^

Michelle Tucker, CFA | Michelle Tucker is an Associate Vice President within the corporate bond strategy team at Payden & Rygel. She is responsible for strategy write-ups, presentations, and architecture of corporate portfolios that aligns with the team’s outlook. Prior to her current position, Ms. Tucker was a Portfolio Analyst responsible for market analysis, aiding security selection and executing trades for the firm’s municipal bond portfolios. Before joining Payden & Rygel, she worked as an intern for the Office of the Comptroller of the Currency. She graduated cum laude from University of Pennsylvania with a BA in Economics. Back To Top ^^

Registration Fees
Free 

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

 

 

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