Upcoming Events

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.

Something Big is Happening in Emerging Markets - Presented by EMQQ Global

Emerging Markets have reached an inflection point. The conditions and technologies born in Silicon Valley have now spread to Emerging Markets, creating billions of digital natives and fast scaling internet companies in all corners of the globe. From China to Brazil to India, a swelling middle class of young online consumers are leading global growth as Emerging Markets enter a golden age of digital transformation. G2: Has China caught up with the U.S.? How AI will propel both China and India in the coming decade Why India is the perfect Emerging Market The Problems with traditional Emerging Market ETFs Companies discussed: Alibaba, Tencent, Mercado Libre, NuBank, SEA Limited, Coupang, Jio, Eternal, etc. Download Flyer Register Here About the Speaker: Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global. While he principally considers himself an active “value” investor, he has collaborated with Princeton economist and indexing legend, Dr. Burton G. Malkiel, for more than 25 years. Together Malkiel and Carter founded eInvesting in 1999, a pioneer firm in fractional share brokerage acquired by ETRADE in 2000, and Active Index Advisors, a pioneer in “direct indexing” acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets, and they launched several China focused ETFs with Guggenheim Partners including NYSE: CQQQ in 2010.  In 2014 he founded EMQQ Global and launched NYSE: EMQQ to capture the growth of the Internet and Ecommerce sectors in all Emerging Markets. Register Here

How AI is Disrupting Our Industry

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Invest in Yourself Networking Event - May

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6th Annual Golf Tournament

Join us for our 6th Annual CFAOC and FPAOC Golf Tournament! We will meet at Arroyo Trabuco Golf Club in Mission Viejo for a fabulous day of golf, fun, camaraderie, and more! Participation in the Golf Tournament includes networking, breakfast, lunch, balls for the driving range, complimentary tee prizes, 18 holes of golf (cart included), cocktail reception, a raffle and awards ceremony. For those newer to golf or unable to commit to the full event, there will be a golf clinic from 2-3pm with club pros. During the tournament, you will have the opportunity to participate in the following contests:   Prizes/Activities: Top 3 teams will be awarded prizes Prizes will be awarded for Closest-to-the-pin Hole in one challenge: $10,000 cash prize plus hole-in-one prizes on all other par 3s Prizes will be awarded to the longest drives Prizes will be awarded to the straightest drives Putting Contest on practice green beforehand Winners will be announced, and the raffle drawing will be conducted after the cocktail reception.   Format: 4-person scramble All players tee-off (Must use at least one drive per player on both front and back nine). The best drive is selected by the team. Each player then hits a second shot from the chosen first shot site. The best second shot is selected by the group. This process is repeated until the hole is completed. Total gross score will determine the winners. Handicaps will not be factored. There is a bogey max on each hole to speed up play.

Invest in Yourself Networking Event - June

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