PORTFOLIO is CFA Society Los Angeles’ signature all-day immersive experience designed for the local and broader investment community. As markets continue to evolve amidst rising trade tensions, shifting monetary policy, and transformative technological disruption, PORTFOLIO offers a vital opportunity to stay ahead of the curve. This year’s event will deliver dynamic content through a curated mix of keynote speakers, expert-led panels, and interactive breakout sessions. Attendees will gain direct access to local and global thought leaders discussing the most pressing challenges and compelling opportunities across the investment spectrum.
Some of the key Speakers we have already confirmed:
David Adelman, JD - Former Ambassador to Singapore and Managing Director & General Counsel of KraneShares
Derek “Drex” Jancar – CEO & Co-Founder of October's Very Own (OVO) – Drake’s Company
Dave Mays – CEO & Co-Founder of Breakbeat Media
Shawne “Lights Out” Merriman – CEO & Co-Founder of Lights Out Sports and Former Linebacker for the Los Angeles Chargers
Past Signature Speakers of PORTFOLIO Include: Michael Lewis, James Carville, John Emerson, John Heilemann, and more!
Pricing:
For Orange County Society Members – Save $200 off the Non-Member Price
(email [email protected] for this discount code)
- $149.00 - Through August 1st, 2025
- $199.00 - August 2nd - September 30th, 2025;
- $249.00 - October 1st- October 29th, 2025;
- $299.00 - At-Door;
For Non-Members:
- $349.00 - Through August 1st, 2025
- $399.00 - August 2nd - September 30th, 2025;
- $449.00 - October 1st- October 29th, 2025;
- $499.00 - At-Door;
CFAOC members can receive a discount code. Please email [email protected].
Register Today!