Thursday, October 17
4:30pm-7:00pm at the Balboa Bay Club
Join the CFAOC for our annual 'State of Orange County.' This year's panel of experts bring together Orange County leaders from a variety of backgrounds to give us insights into what is happening in our local economy.
$50 for members
$120 for non members
Register Today
MODERATOR:
Marcy Rappaport, CFA
Director of Business Development and Consultant Relations
Marcy Rappaport is a Director at Xponance, Inc. where she is responsible for new business development and managing consultant relationships on the West Coast. Marcy is a seasoned professional with 30 years of experience introducing investment solutions to institutional investors and consultants and developing infrastructure and processes to support the sales, marketing, and client service functions.
Before joining Xponance, Marcy was the Director of Marketing and Client Relationship Management at LongTail Alpha. Her prior experience includes senior relationship roles at Stone Harbor Investment Partners, BlackRock, and PIMCO covering a range of traditional and alternative asset classes. Previously she was a member of the Fixed Income portfolio management team at David L. Babson. She began her career at Thomson Financial Services.
Marcy earned an MBA from the MIT Sloan School of Management and received her BA degree, cum laude, from Wellesley College. She is a CFA charterholder and has held FINRA Series 3, 6, 7, and 63 licenses.
SPEAKERS:
Shari Freidenrich, Treasurer, Orange County
As Treasurer for the sixth largest county in the U.S., Shari's primary responsibility is the deposit, investment, collection and paying out of public funds. She is responsible for overseeing the County of Orange’s $12 billion investment pool and serves as a trustee for the $20 billion Orange County Employee Retirement System.
Jon Gould, Dean of UCI School of Social Ecology
Dean Gould is a distinguished scholar in justice policy, social change and government reform who has held key positions in the U.S. Department of Justice and the National Science Foundation.
Steve Rosansky, President
Newport Beach Chamber of Commerce
Leading partnerships with business men and women, community leaders, elected official and other influential organization who can positively enhance the business community in the greater Newport Beach area.
Kurt Strasmann, CBRE
Executive Managing Director, Orange County & Inland Empire Region
Oversees Orange County and the Inland Empire operations, leading a team of over 500 people. Kurt is directly responsible for all lines of business that CBRE offers to the marketplace.
Register Today!
CFA Society Orange County would not be able to continue offering highly subsidized events without the help from our sponsors. While costs have increased significantly for in-person events, we have not increased our member pricing or dues this year. We have been able to do this because of the generosity of our sponsors. Your privacy is important to us. With new California Privacy Laws, CFA Institute Restrictions and new FINRA regulations we work to be compliant and good partners with all.