CFA Society Los Angeles

What an amazing week! The #ALTSLA 10 Year Anniversary was the biggest and best yet. We’re proud to continue pushing the boundaries in alternative investing – hosting accomplished experts at the forefront of the industry, facilitating powerful connections among professionals, and opening up a platform for forward-thinking insights and valuable knowledge. From the leading keynote panel where Head of Advocacy and Policy Research at CFA Institute Olivier Fines, CFA shared his expertise on this year’s macrotrends, to Didier A., CFA’s deep dive into secondaries, and 44th Vice President of the United States Dan Quayle's outlook on the current geopolitical climate. We want to give a special thank you to everyone who made this landmark event possible – Markets Group, ALTS, CAIA Association, and CalALTs (The California Alternative Investments Association) as well as Mariya Entina, CFA (CFA Society Los Angeles’ Current President) for introducing the sessions as CFA Society Los Angeles’ representative and Bryan Fujita, CFA for leading the honor for our courageous firefighters and police officers who bravely combatted the Los Angeles wildfires and continue to protect our communities. Board members Julia Bonafede, CFA, Peter Stutz, CFA, Steven Wang, CFA, Geoff Schneider, CFA, Scott K. Laudeman, CFA, Mary J. Machado-Schammel, and John DeFonso, CFA, CPWA?, also came out to represent CFA Society Los Angeles this week. Want to learn even more about alternative investing? CFA Society Los Angeles is proud to offer a host of seminars and workshops taking deep dives into a variety of alternative investing topics as well as explorations into innovative AI technology. Click here to see our upcoming events! https://lnkd.in/gG6hjkfe

"We’re witnessing a paradigm shift—everything is an alternative." Fresh off the?#ALTSLA?stage,?Jenny Johnson, President & CEO of Franklin Templeton, joined us to break down how the lines between conventional and alternative assets are disappearing. Investors are demanding?diversified, long-term portfolio solutions, and the industry must adapt—rewiring product strategy, portfolio construction, and organizational ethos to meet the evolving landscape. She also shared a personal reflection for?Women’s History Month, crediting her mother—a trailblazer who graduated from?Stanford Medical School in the 1970s—as her greatest inspiration. Watch the full conversation for insights on?the future of alternatives, wealth management, and what’s next for the industry. #ALTSLA #MarketsGroupALTS #AlternativeInvestments Markets Group CAIA Association CFA Society Los Angeles CalALTs (The California Alternative Investments Association) Paul Hamann Debra Haym Karly Congero Hema Ezhil Nicole Lopez Katie Merch-Chammon Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer?Courtney McQuade

"The democratization of tokenization is changing everything." Michael Treidl, CFA, CIO of Blue Coin Capital, stepped out of a panel discussing how tokenization is putting equities, fixed income, and bonds on the blockchain—unlocking instant settlement and broader access to traditional assets. Lower costs, increased efficiency, and financial inclusion are on the horizon. Up next? A deep dive into digital assets at Fidelity’s roundtable today—Mike’s bread and butter. More insights coming soon, shot straight from the sidelines. #ALTSLA #MarketsGroupALTS #AlternativeInvestments Olivier Fines, CFA Markets Group CAIA Association CFA Society Los Angeles CalALTs (The California Alternative Investments Association) Paul Hamann Debra Haym Karly Congero Hema Ezhil Nicole Lopez Katie Merch-Chammon Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer?Courtney McQuade

#ALTSLA is officially in full swing! Here are some of our favorite moments from day one of the conference: Bryan Fujita, CFA honoring the brave firefighters and police officers of Los Angeles for their service during the wildfires, Mariya Entina, CFA, our president introducing the session as CFA Society Los Angeles' representative, Olivier Fines, CFA giving us valuable insights into this year's macrotrends to pay attention to, and Michael Treidl, CFA being interviewed about the insights learned from the conference so far. We're excited to keep the energy going strong into day two today and day three tomorrow with plenty of amazing keynotes to look forward to. Markets Group, CAIA Association, CalALTs (The California Alternative Investments Association) ALTS

Honoring the Men and Women of the #LA Fire and Police Departments ?????? This is a reminder that #courage and #integrity never go out of fashion, no matter what profession you choose. CAIA Association CFA Society Los Angeles Markets Group Bryan Fujita @lydianesbit John L Bowman, CFA Paul Hamann #alternativeinvestments #caia #professionalism #altsla2025

We’ve officially kicked off Day 1 of #ALTSLA! Our 10th Anniversary Special Edition is our biggest event yet, bringing together top investors, allocators, and industry leaders for two power-packed days of insights. Stay tuned for all the action and exclusive interviews shot straight from the sidelines—this one’s going to be BIG! ?? #ALTSLA #MarketsGroupALTS #AlternativeInvestments Markets Group CAIA Association CFA Society Los Angeles CalALTs (The California Alternative Investments Association) Paul Hamann Debra Haym Karly Congero Hema Ezhil Nicole Lopez Katie Merch-Chammon Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer?Courtney McQuade

Last night’s event was a success! We want to thank moderator Mariya Entina, CFA and speakers Jeri Harman and Nanxi Liu for giving us valuable insights into scaling innovation, building resilience in business, and constituting meaningful social impact as well as CFALA’s Women Advisory Council and Women in ETF’s (https://lnkd.in/gSxbWgug) for hosting this special event. We also want to thank to Aimee Quintana, Jane Edmondson, Lisa Fridman, Hanan Dakhil, Lorae Wegner, Courtney Phillips and Trang Nguyen for their support in continuing to break barriers and push boundaries!

Come join us for a special panel at the ALTS Los Angeles conference on March 17th featuring Olivier Fines, CFA, the Head of Advocacy and Capital Markets Policy Research for the EMEA regions of CFA Institute. This panel will provide insights on the macrotrends in alternative investing this year. To lean more, click here: https://altsla.com/

The countdown is on! With just ONE week left, don’t miss the premier event for alternative investment professionals. Presented by CFA Society Los Angeles, CAIA Association, and CalALTs (The California Alternative Investments Association), #ALTSLA is your opportunity to gain cutting-edge knowledge and make invaluable connections. ?? Request the agenda ?? https://hubs.li/Q039mkTb0 Paul Hamann Debra Haym Karly Congero Hema Ezhil Nicole Lopez Katie Merch-Chammon Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer

Thank you everyone who came down to Monterey Park to dine with us for our 2025 Dim Sum Social! We want to give a special thanks to Kevin Duong, CFA for organizing this fun event to bring members together and give everyone the opportunity to try new things and discover some new favorites!