Mastering the Level II and III CFA® Exams

NOV
12
Thursday, 4:30 pm - 6:00 pm
 
Location:

Zoom Meeting

 
Speakers: PANELISTS
Parul Narain, CFA — Director, Sound Mark Partners
Nicolas Quenouille, CFA — Vice President, Bank of the West
 
Time: Panel: 4:30 pm - 6:00 pm
 
 
Add to Calendar 11/12/2020 4:30 PM 11/12/2020 6:00 pM America/Los_Angeles MASTERING THE LEVEL II AND III CFA® EXAMS Learn more about: Exam Formats, Time Management, Successful Study Strategies, Exam Day Strategies, Scholarships, & USC/CFALA CFA Review Program. Zoom CFALA info@cfala.org false MM/DD/YYYY
 

Open to all Level II and III CFA Candidates for free. We will have a panel of CFA Society Los Angeles members who are CFA Charterholders that have recently passed their Level III Exam and can give tips on their process to prepare and study for the CFA Exams.

Learn more about: 

  • Exam Formats
  • Time Management
  • Successful Study Strategies
  • Exam Day Strategies
  • Scholarships
  • USC/CFALA CFA Review Program
PANELISTS

Parul Narain, CFA | Parul Narain, Director at Sound Mark Partners, heads asset management and is responsible for portfolio surveillance and valuation. In this role, Ms. Narain is the point of contact for the sponsors and obtains regular operating and market update as well as all relevant and available source documents, including property level operating statements, rent rolls and servicer remittance reports. Ms. Narain reviews operating and leasing activity, updates underwritten debt service coverage ratios, debt yields and loan-to-value ratios, and prepares quarterly asset management reports. Ms. Narain also plays a key role in fund administration, audit and tax compliance, financial reporting, and computations of outstanding shares and net asset value by investor. In addition, Ms. Narain performs market research, asset level underwriting, and due diligence on new investments.

Prior to joining Sound Mark Partners in 2015, Ms. Narain was a Senior Controller at CBRE Global Investors where she played a key role in setting up and overseeing the accounting and reporting structure for all debt funds and managed separate accounts. For debt funds, Ms. Narain managed the allocation of income and fees to partners, oversaw the public auditors in the preparation of audited financial statements and tax returns, issued capital calls, recommended distributions and was responsible for budgets, cash forecasts, asset valuations, debt covenants, REIT testing and liquidity compliance. Prior to joining CBRE Global Investors in 2010, Ms. Narain was an Assistant Controller at Ryland Mortgage Company, the financial services segment of The Ryland Group, one of the largest nationwide homebuilders. Ms. Narain was with Ryland for over 10 years where she managed the accounting and finance team and was responsible for SEC reporting, regulatory and audit compliance, corporate budgeting and hedge analysis.

Ms. Narain is a Chartered Financial Analyst and an active C.P.A. Back To Top ^^

Nicolas Quenouille, CFA | Nicolas Quenouille is a Vice President with the Investments & Capital Markets Compliance Advisory group of Bank of the West. Prior to joining Bank of the West, Nicolas was a Compliance Officer with French investment bank Natixis in New York, where he participated in the compliance advisory & oversight program for Global Markets sales and trading desks. Additionally, Nicolas has worked with the equity broker-dealer of the Crédit Agricole group as well as with the French Delegation to the Organization for Economic Cooperation & Development (OECD) in Paris, France, and the United Nations Office against Drugs & Crime (UNODC) in Bogotá, Colombia. He graduated with a Master’s Degree in International Economic Policy from Sciences Po Paris, and earned his Chartered Financial Analyst designation in 2019. Back To Top ^^
 

Registration Fees
Free

Chairs:
William Krantz, CFA and Professor Larry Harris, Ph.D., CFA

 

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