ROI: Reshape, Optimize, Innovate


 
AGENDA:

Time

Topic

Speaker

11:30am - 12pm

Registration & Networking

 


Keynote and Lunch

12pm - 1pm

Portfolio positioning in an era of higher rates and disruptive technologies
Ed Clissold, CFA, Chief U.S. Strategist, Ned Davis Research

1pm - 1:15pm

Break

 

Investments/Portfolio Management

Practice Management

1:15pm - 2pm

Going Beyond Indexing
Savina Rizova Co-CIO and Global Head of Research, Dimension Fund Advisors

Digital Defense:  Cybersecurity Tips

Patrick Hennessy, CFA, Schwab – Director of Business Consulting & Education for Schwab Advisor Services

 2pm - 2:15pm

Break

2:15pm - 3pm

Volatility in perspective and how to use it
Barry Martin, CFA, Portfolio Manager, Shelton Capital Management

Marketing for Growth
Lauren Hong, CEO,  Out and About

 3pm - 3:15pm

Break

3:15pm - 4pm

Fixed Income
State Street Global Advisors

AI – What does it all mean?
Vibhanshu Abhishek, Assoc. Profession, UC Irvine

4pm - 4:15pm

Break

4:15pm - 5pm

CIO Panel – featuring three Chief Investment Officers as they share insights on the current investment landscape, key challenges, and opportunities shaping portfolio strategies today.  This dynamic panel will provide a unique perspective from top industry leaders, offering valuable takeaways for navigating an ever-evolving market environment.
Ben Phillips, CFA, Family Office Specialist at PIMCO, Moderator

5pm - 7pm

Reception
Join us for a fun and educational Wine Tasting Networking Event

Hosted by Celebrity Chef Jamie Gwen
Certified Sommelier, Culinary Institute of America and Le Cordon Bleu Graduate, Syndicated Radio Host


Want to participate in a bigger way? Consider a Sponsorship! 


Jamie Gwen is a Culinary Institute of America and a Le Cordon Bleu Graduate, a Celebrity Chef & Lifestyle Expert, a Nationally Syndicated Radio Host, a Certified Sommelier, and a 7-time Cookbook Author who can be seen stirring up something delicious on television, on the radio and in print from coast-to-coast.  She brings the best to radio with her weekly syndicated radio show, heard every weekend on 75+ radio stations across the country and in Southern California on Talk Radio 790 KABC.

Jamie can be seen sharing her passion for food on L.A.’s #1 morning show on KTLA Channel 5, on NBC’s California Live and on HSN, along with various national news shows.  Her culinary talents have led to appearances on the Food Network’s Beat Bobby Flay and Cutthroat Kitchen, Bravo, HGTV, The Talk, Master Chef, Million Dollar Listing, Emeril Live, Martha Stewart and more. 

Jamie writes about culinary culture and raves about restaurants for several national food magazines and her charismatic, engaging, and interactive keynote speeches draw thousands annually to charity events, symposiums, and conferences across the country.  She has spoken to audiences from 5 to 5000 for Verizon, Comerica Bank, Fidelity Investments, AT&T, Bank of America and more. 

Her Facebook & Instagram posts @ChefJamieGwen are followed by food lovers worldwide.  Feed your soul at www.chefjamie.com

Event Information

Date: April 24th

Time: 11:30am-7pm

Location: Lido House, Newport Beach

PRICING:

Members: $95

Non-Members: $150

 

Sponsors

CFA Society Orange County would like to thank our event sponsors!