This is a new and exclusive opportunity for employers to connect with valued CFA Charterholders, CFA Candidates, and Members of CFA Society Los Angeles, CFA Society Orange County, CFA Society Sacramento, CFA Society San Diego, and CFA Society San Francisco. The event is designed to break geographical barriers by bringing together California through career development and thought leadership.
Build Your Network, Connect Virtually with Employers, and Enhance Professional Development
Seize the opportunity as you navigate your own path via the career development expos’ insightful panels, networking opportunities, and roundtable discussions. Attending our Virtual Career Development Expo offers a unique opportunity to connect with a diverse array of employers in California.
Roundtable Discussions
Attend Career Development Focused Panels
Develop Your Career (Skills) On-Demand
Build Your Network and Connect Virtually with CFA Charterholders, CFA Candidates, & Society Members
Connect with a select group of highly skilled CFA Charterholders, CFA Candidates, and society members who are looking for new opportunities. Offer a diverse array of future applicanlts and clients the opportunity to aquaint themselves with the processes, innovations, and accolades celebrated by your companies and teams.
No Cost to Employers
Roundtable Discussions
White Glove Service
This virtual event is tailored to benefit everyone by connecting finance professionals, CFA charterholders, and CFA candidates with top employers. Whether you are seeking your next step or aiming to expand your professional network, this Career Expo is designed to empower your journey.
1:00pm
Learn why and how seasoned professionals from diverse backgrounds, including portfolio management, quantitative research, risk management and operations, chose to transition into client-facing roles in the asset management industry.
MODERATOR:
Didier Acevedo, CFA, CAIA
Olivian Pitis, CFA, CFP, AIFA
Stephanie Neruda, CFA, CAIA
1:45 pm - 3:45 pm
Show potential applicants and clients how your company operates, both in its own culture and hiring practices by hosting a roundtable.
Start Time (PST) |
Roundtable |
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Description |
1:45 PM | Avitas Wealth |
Join Avitas’ Chief Compliance Officer, Ned Downes, CFA, in a conversation surrounding career development, day-to-day as a compliance officer, and any questions or topics from attendees! |
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1:45 PM |
Tarbox Family Office |
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Why Culture Matters |
2:15 PM | CalPERS Investment Office |
CalPERS is the nation's largest public pension fund with investments in both domestic and international markets. The Investment Office invests and manages CalPERS assets. The portfolio invests in stocks, bonds, real estate, private equity, inflation-linked assets, and other public and private investment vehicles. Our goal is to generate total returns on a long-term basis while managing risk. |
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2:15 PM |
CA Department of Insurance |
Join California Department of Insurance’s (CDI) Senior Insurance Examiner, Regina Inouye, and Human Resource Management Division’s Jack Jones, as they discuss working for CDI’s Financial Services Division and how you can start applying for a rewarding career with CDI today! |
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2:45 PM |
Hotchkis & Wiley |
Career considerations and why Hotchkis & Wiley might be the right fit for you. |
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2:45 PM |
LACERS: My Day to Day as an Investment Officer |
Join LACERS as we discuss the career opportunities as an Investment Officer of a $23 billion public pension plan. |
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3:15 PM |
SSI Investment Management |
Insight into a career in Investment Research and Business Development at a boutique alternatives firm |
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3:15 PM |
Payden & Rygel Overview |
Join us for a presentation on Payden’s history, our valued clients, strategic approaches, and our culture of collaboration. We’ll share how these elements shape our success and guide our future endeavors. |
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3:45 PM |
Wilshire Advisors: Investing for a Better Future |
Join Wilshire Senior Vice President, Julija Kod, for an introduction to Wilshire, and learn how Wilshire helps clients achieve their desired investment outcomes. |
4:15 pm