YOU PUT INVESTORS FIRST.
WE PUT YOU FIRST.
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As I reflect on another successful year for CFA Society Orange County, I am reminded how quickly the fiscal year went, the continued growth of our membership and the tremendous programs that we have put on for our members. As a board, our first priority is to create value to each one of you, our members. Hopefully you have seen the increase in marketing and branding that CFA Institute is doing in print, television and online. The CFA Charter is the gold standard within the investment industry and we want the investing public to know that it signifies the very best that our industry offers. As a part of this, CFA Society Orange County has been building out our own marketing and branding campaign targeting our local community. This will be a multiyear effort, but we believe it will significantly enhance member value.
In addition, we have one of our signature events of the year coming up in a few weeks. For the Mid-Year Economic Forum, we have partnered with PIMCO, one of the largest employers of charterholders in Orange County, to host the event at their beautiful facility. It will be a fantastic opportunity to both network and to take away a few nuggets of investment knowledge. I look forward to seeing not only familiar faces but many new ones as well. Please come up and introduce yourself! We are always interested in suggestions for future programming and meeting future board members.
Sincerely,
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President
CFA Society of Orange County
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CONGRATS!
Chapman University wins Local Level of CFA Institute Research Challenge
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CFAOC would like to congratulate Chapman University on their success in winning the local level of the CFA Institute Research Challenge. As usual, the level of skill and poise the students demonstrated in both the written and presentation portions impressed the graders and judges, leading to a difficult decision in the end. Following the local challenge, the team and advisor represented Orange County at the Regional Challenge in Boston, MA. They were, however, unsuccessful in advancing to the Global Finals.
Learn more about the Research Challenge
here
. Preparation for next year’s competition in Orange County is already underway. Members with interest in participating as a Judge, Grader, Mentor, or in another volunteer capacity should contact Chad Noorani
(
ca.noorani@gmail.com
).
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CFAOC Economic Forum
Coming June 21!
PIMCO Headquarters
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CFAOC held its
Annual Member Meeting
on May 17, 2018, at the Pacific Club. The featured speaker for the was John Mauldin, best-selling author, analyst, and financial writer, who attracted a large audience of local investment professionals. Mauldin provided insight into the markets and the state of the economy.
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CFAOC Women In Finance presented
The State of Orange County
on Thursday, April 12 at the Pacific Club. We were fortunate to have Orange County Treasurer Shari Freidenrich, CPA, Pauline Hale, MAI, MRICS, CCIM, a senior Manager with the Altus Group, and Maria Kutscher, CFA, CFP
®
, Senior Vice President, Institutional Client Advisor from U.S. Trust, each speaking about their education and experiences that led them to their professional roles today. Our experienced panel members discussed their careers and the current state of Orange County’s economy, real estate, retirement pension system and non-profit investment strategies.
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CFA Institute APP - DOWNLOAD TODAY!
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CFA Institute members can use their CFA Institute website credentials to log in to the Members app for instant access to specialized resources investment professionals need.
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App Features
- Receive useful content from a feed of ten key CFA Institute publications (text and video).
- Record Continuing Education credits.
- Start or join conversations to discuss research and practitioner content with other members in a secure, members-only community.
- Find and register for events from CFA Societies and CFA Institute.
- Read Daily Financial NewsBrief articles.
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MEET YOUR BOARD - Tina Schackman, CFA
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Tina is Vice President, National Intermediary Relations for Prudential Retirement where she is responsible for developing and executing business development strategies for the largest consulting channels located in the Western U.S. Tina has been an active board member for the past 10 years, and served as President from 2010-2012. She devotes a tremendous amount of time and energy to CFAOC, and here she describes why:
"I've had the honor of volunteering with the CFA Society Orange County Board of Directors for the past 10 years where I've had the opportunity to develop relationships with investment professionals in real estate, public offices, private equity, private wealth management and asset management firms all across the world. One thing I'm particularly grateful for as a Board member is being able to attend the CFA Institute Society Leadership Conferences to learn more about our industry and collaborate with other CFA Societies. I've also had the privilege of launching the Women in Finance Committee for the Society which shares my passion for attracting more women into the finance industry and providing a network to support our fellow female charterholders to be confident, bold and risk aware. Thank you CFAOC for giving me a place to make friends and feed my passion."
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DEREK & BARRY & PAISLEY'S
EXCELLENT ADVENTURE!
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Three CFAOC board members (Barry Grossman, CFA, Paisley Nardini, CFA and Derek Pantele, CFP
®
, CFA recently attended the 71st CFA Institute Annual Conference in Hong Kong. Derek shares some of this thoughts on the conference:
"On my way to the CFA Global Society Leader Conference in Hong Kong, I was aware of the expansive reach of the CFA brand and the 150+ regional societies that represent the members of the designation. It was an honor to witness the gathering of worldwide professional leaders of our investment industry first hand and to learn from the best. The ever growing global nature of the charter clearly distinguishes it from other financial credentials. With a focus on enhanced member value, I am excited to take the lessons learned from our international peers and the resources of the CFA Institute back to the constituents of CFA Society Orange County."
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T
he CFA Society of Orange County’s
Host-A-Student (HAS) program
would like to thank the firms that participated in the program for the spring 2018 semester! Over 75 university students and candidates in the CFA program attended events hosted by Pacific Investment Management Company (PIMCO), Pacific Asset Management, Benefit Financial Services Group, and HighMark Capital Management. The program is aimed at promoting the investment management industry and providing exposure to different businesses with offices located in the Orange County area. If you or your firm have an interest in connecting with university students or candidates in the CFA program and assisting these individuals in learning more about your company’s business here in Orange County, please kindly reach out to either Charles Worden or Finbar O’Brien at
CFAOCHAS@gmail.com
to obtain more information. We look forward to partnering with you and your firm!
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CFA Exam Access Scholarships
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The application window for the 2018 Access Scholarship awards is now open to all candidates. Access Scholarships waive the CFA Program enrollment fee and reduce the exam registration fee to $250, which includes eBook. The Scholarship can apply to either exam in 2019. Candidates who have already registered for a 2019 CFA Exam are ineligible to apply for a 2018 Access Scholarship. If you are applying for a 2018 Access Scholarship, do not register for the 2019 exams until after the scholarship recipients are announced (the beginning of December 2018). For more information on this, as well as several other available scholarships, visit the
CFA Institute Scholarship Webpage
.
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CFAOC Foundation
RFP Competition & Student Managed Investment Fund
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The CFAOC Foundation would like to congratulate California State University, Long Beach on their first-place response to the Foundation’s 2017 Request for Proposal for investment management services. The team will manage the largest of three real-money portfolios for the Foundation for the 2018 calendar year. The two closest runners up were Chapman University and Cal Poly Pomona, both of which will manage smaller real-money portfolios on the Foundation’s behalf.
The Program – Each team submits a written response to the RFP that must include a description of their management structure, internal controls, investment process, and an outline for the investment strategy.
The written submission to the RFP is followed by a presentation of an Economic Outlook and Investment Strategy to a panel of judges and the Foundation’s Investment Policy Committee (IPC). Using a detailed scoring system for the presentations and written reports, the IPC selects a winning team to manage the largest portion of funds. In the past, second and third place teams that have demonstrated a responsible strategy and structure have also been awarded a smaller portion of funds to manage. These portfolios typically remain under management for one (1) calendar year
.
The Society’s educational foundation is always seeking experienced members to join the Investment Policy Committee. Learn more about the Student Managed Investment Fund (SMIF)
here
. CFAOC Members with interest in participating in a volunteer capacity should contact Paisley Nardini (
paisleynardini@gmail.com
) or Chad Noorani (
ca.noorani@gmail.com
).
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