A Day in the Life of a CFA® Charterholder
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NOV
6
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MEMBERS-ONLY RECORDING
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Are you thinking about entering the investment industry? Are you looking for a new opportunity in the investment industry? Have you been considering taking the first step toward the CFA® Charter?
Please join us for this special panel of seasoned CFA Charterholders. Come listen to three CFA® Charterholders in different professions in the investment industry and learn how they achieved their success.
Bill Krantz, CFA | William L. Krantz, CFA, assumed his position as Co-Director on September 1, 2007. Prior to his retirement in 2005, he was involved in the 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 CFALA since 1970, serving as president in 1985-86. 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 ^^
SPEAKERS
Mariya Entina, CFA, CPA | Mariya Entina, CFA is a Credit Analyst on the Global Developed Credit team at DoubleLine. Her current focus is investment grade corporate bonds. Previously, Ms. Entina served as a Credit Analyst at Pacific Life Insurance Company. Prior to this she held roles at Capital Group and KPMG. Mariya Entina has earned both the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations, in addition to a bachelor's degree in Economics and Accounting from the University of California, Los Angeles. Ms. Entina is a member of the CFA Institute and the CFA Society of Los Angeles. She currently serves on the advisory council for the Women's Membership Group of CFA Los Angeles. Mariya is also currently serving on the Executive Committe of the CFA Society Los Angelese Board of Governors. Back To Top ^^.jpeg)
Francois Schramek, CFA | Francois Schramek is a Vice President working at J.P. Morgan and is based in Los Angeles, CA. He serves as an advisor to a variety of clients and advises on their asset allocation, portfolio construction, and wealth plan implementation. Prior to joining JPM, Francois was a Director at Pathstone, a $12BN Multi-Family Office, where he spent 5 years directly servicing some of the firm’s more complex ultra-high net worth and family office client relationships..Francois earned a Bachelor of Science degree in Finance and Asset Management from the European Business School in Germany and an MBA from University of Southern California's Marshall School of Business.
He additionally passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam, holds the Chartered Financial Analyst® designation, and is an active member of the CFA Institute, CFA Society Los Angeles, and the Los Angeles World Council. Back To Top ^^
Ken Yee, CFA, CPA, JD | Ken Yee, CFA, CPA, JD is the president of an investment advisory company specializing in commercial real estate capital sourcing and asset-backed securities. He has completed over $1 billion in commercial mortgage sales, originations, and asset-backed transactions on behalf of public and private institutions. Mr. Yee also serves as an Independent Director and Audit Committee Chair of KBS Strategic Opportunity REITs I and II, which are two SEC-registered non-traded REITs. He recently completed a second elected term as the Western U.S. Region Presidents Council Representative (PCR) for the CFA Institute, and was a past President of CFA Society Los Angeles. Mr. Yee is a California Certified Public Accountant, a California licensed attorney, and a California real estate broker. He graduated from the University of Southern California (BSBA, MBA and MBT), University of California at Los Angeles (JD), and Massachusetts Institute of Technology (MSRED). Back To Top ^^
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