CFA Society Orange County

Invest In Yourself Networking Series - April

Join us for our April Happy Hour!  Come join us for another opportunity to network with other financial services professionals both members and non-members! Enjoy drinks and appetizers as you meet-and-greet with new associates. Register Here

Western Region Speaker Series - Evaluating the Market

Evaluating the Market: Signs Commercial Real Estate May Be Turning the Corner Join Invesco Real Estate as we examine current market conditions in commercial real estate and explore why the asset class may be   nearing the bottom of cycle and positioned for recovery.  We will look at: Why the fundamentals may be pointing to a recovery Current conditions and opportunities across the CRE equity and debt markets How todays' environment may offer compelling opportunities for portfolio diversification, income potential, and long-term value creation.  Q&A Download Flyer Register Here Speakers: Dane Kleven, CFA® Senior Director, Client Portfolio Manager Private Markets Specialist Invesco Dane Kleven is a Senior Director, Client Portfolio Manager, and Private Markets Specialist at Invesco. Dane’s primary responsibilities are to engage with broader Invesco distribution and grow the firm’s private market presence in the financial intermediary channel. Prior to joining Invesco, Dane spent over 10 years at Oaktree Capital Management, most recently as a senior vice president and credit product specialist. In his role, he supported global distribution of several private credit products across financial intermediary channels and institutional platforms. Prior to Oaktree, he held positions at AllianceBernstein and began his career at Western Asset Management in 2008. Dane earned a bachelor’s degree in business administration from the University of Southern California. He is a Chartered Financial Analyst® (CFA) charterholder and a member of the CFA Society of Los Angeles. Dane holds the Series 7 and 63 registrations. Michael C. Sobolik, CFA®, CRE® Managing Director Regional Investment Strategist, North America Invesco Real Estate Michael C. Sobolik is a Managing Director and Regional Investment Strategist for North America at Invesco Real Estate. His responsibility involves oversight of the group’s analysis and forecasting processes, including the integration of research-based views into the firm’s investment underwriting and investment strategy.  Michael began his investment career in 1985 and joined Invesco Real Estate in 1999. Prior to joining Invesco, he worked at HFF, L.P. and USAA Real Estate Company. Michael earned a Bachelor of Business Administration from Texas A&M University. He is a Chartered Financial Analyst® (CFA) charterholder and is a Counselor of Real Estate® (CRE). Kate Bassett Director Associate Portfolio Manager, North America Invesco Real Estate Kate Bassett is a Director and Associate Portfolio Manager at Invesco Real Estate’s (IRE’s) retail-oriented commercial real estate debt strategy. She is responsible for overseeing the investment activities and portfolio construction.  Kate began her real estate career in 2012 and joined Invesco Real Estate in 2018. Most recently, Kate served as Director and Associate Portfolio Manager for Invesco's US Income Strategy. During her first three years at Invesco, Kate worked on the Value-add/Opportunistic Strategies Fund Operating Team, focusing on the value-add, opportunistic and structured credit investments strategies. Prior to joining Invesco, Kate worked in real estate for four years with Lincoln Property Company. Kate earned a Master of Business Administration degree from the Southern Methodist University and a Bachelor of Arts degree from Austin College.