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Upcoming Events

		Title	Location Info	Start Time	End Time	Event Description
		CFAOC Speaker Luncheon: CIO Insight; John Skjervem, CFA, Oregon State Treasury	The Pacific Club 4110 MacArthur Blvd. Newport Beach, CA 92660	2/26/2019 11:30 AM	2/26/2019 1:30 PM	Oregon’s CIO shares the story of one of private equity’s seminal first deals, and discusses the current state of private market investments. John Skjervem, CFA leads an investment team at the Oregon State Treasury (OST) that manages a financial and real asset portfolio valued at $101.9 billion as of September 30, 2018. That portfolio includes the $76.2 billion Oregon Public Employees Retirement Fund and various other educational, insurance and state agency accounts. Prior to his appointment at OST, John held a variety of portfolio management and leadership positions at Northern Trust including Chief Investment Officer for the firm’s then $170 billion (AUM) Personal Financial Services division. John earned an M.B.A. with concentrations in finance and statistics from the Booth School of Business at the University of Chicago, and received a bachelor’s degree in Economics from the University of California at Santa Barbara. He holds the Chartered Financial Analyst designation, and serves as Vice Chair for both the Sustainability Accounting Standards Board’s Investor Advisory Group and the Pacific Pension and Investment Institute’s board of directors. John is also a former director of the CFA Society of Chicago and an honorary member of the St. Francis Foundation in Santa Barbara, CA.
		Networking and Dinner Event: Tim Gaumer, CFA - Quantitative Shifts in Investment Research	Beckman Hall 404 Chapman University 1 University Place Orane, CA	3/1/2019 4:00 PM	3/1/2019 7:00 PM	*Quantitative Shifts in Investment Research* In the challenging quest for performance, quantitative research methods are increasingly being incorporated into the fundamental research process of more traditional investment firms. In this presentation, Mr. Gaumer will describe how known market factors such as value, momentum, quality, etc. can be enhanced. He will also show how alpha can be found in lesser-known and underexploited content such as news and unstructured text. This presentation will demonstrate the benefits of diversifying by market factors and how best to combine them into a single, regionally-optimized, alpha-generating, multi-factor model. Tim Gaumer, CFA, Director of Fundamental Research at Refinitive, previously held the same position at StarMine, a company acquired by Reuters in 2008. With more than 20 years of experience conducting fundamental analysis, Tim is widely regarded as an expert helping fundamental investors apply StarMine's innovative quantitative research in their investment process. Tim previously worked at several buy-side and independent research firms as an equity analyst, portfolio manager and Director of Research. Tim is a Chartered Financial Analyst and holds an undergraduate degree in Electrical Engineering and graduate degree in Business Administration.