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Location Info
  
  
Event Description
  

NEW VENUE:​

The Hyatt Regency
4545 MacArthur Blvd.
Newport Beach, CA 92660

10/24/2019 5:00 PM10/24/2019 7:00 PM

70% of estate transition plans fail, not because of a poorly defined estate plan, but because parents haven't transferred their values to their children. Learn how to talk with clients about something that robo-advisors will never be able to replace — investing in your children and leaving a legacy.

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True Tamplin is a public speaker, executive coach, entrepreneur and author. His book Raising an Executive speaks on leaving a legacy through investing in your children—by igniting their inner executive to outperform their peers and continue your legacy.

  

​The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660

11/5/2019 4:30 PM11/5/2019 7:00 PM


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Join us for our 2019 Career Development Symposium on November 5 from 4:30-7:00 pm to learn, network with local Orange County Employers, and refresh your professional headshot. 


Exhibitors include (adding more every day!):
     Canterbury Consulting
     Pacific Life
     Pathway Capital Management
     PIMCO
     Research Affiliates
     Strategic Global Advisors
     Wells Fargo

If your firm is interested in serving as an exhibitor, please contact alison.schiraldi@cfaoc.org to reserve your spot today.

Program:
4:30 - 5:00 p.m.  Arrivals and Registration
5:00 - 6:00 p.m.  Presentation by Khalid (Kal)
                           Ghayur, CFA — Achieving 
                           Career Success: Building a
                           Passion for Your Profession
6:00 - 7:00 p.m.  Networking with Local
                           Employers. Introduce
                           yourself to local employers 
                           and learn more about their
                           firms and current opportunities. 

Refresh your professional headshot with our onsite
photographer.


Kal Ghayur_Cropped.jpg  Khalid Ghayur, CFA
Khalid (Kal) Ghayur, CFA, is the head of the ActiveBeta Equity business within Goldman Sachs Asset Management’s (GSAM) Advanced Beta Strategies platform, overseeing the team’s customized, factor-based equity portfolios. He joined Goldman Sachs in GSAM as a managing director upon GSAM’s acquisition of Westpeak Global Advisors in June 2014.

Kal has served on the Board of Governors of the CFA Institute, the board’s Nominating Committee, and as chairman of the board’s External Relations and Volunteer Involvement Committee. He is also a former trustee of the CFA Institute Research Foundation. Kal was a member of the Editorial Board of the Financial Analysts Journal and was the founding president of the UK Society of Investment Professionals.

Kal received an MBA in Finance and International Business from the École Nationale des Ponts et Chaussées, Paris, and an MA and BA in Economics from the University of Karachi. He is a CFA charterholder, a member of the CFA Institute, and a Fellow of the Society of Investment Professionals (FSIP). 
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12/5/2019 5:00 PM12/5/2019 7:30 PM

​TBD