PORTFOLIO is an immersive all-day event geared toward the local investment community and beyond, brought to you by CFA Society Los Angeles. PORTFOLIO provides attendees the opportunity to accelerate knowledge acquisition, participate in relevant topic debates and dialogs, and network with fellow practitioners. Attendees were provided with unique access to local and global thought leaders through an array of speaker showcases, discussion panels and breakout sessions.

PORTFOLIO aims to broaden understanding and inspire debate within our community, providing exclusive insights into the current investment landscape and examining the future of our industry by exploring the leading edge in portfolio theory, FinTech, emergent opportunities and much more. Be sure to join your colleagues at this inaugural event that is certain to become the premier summit for enhancing the breadth and depth of knowledge of Southern California’s investment professionals.

Jan Brzeski, CIO and Managing Director of Arixa Capital moderated the real estate panel during Breakout #1 from 10:50-11:30 AM. Panelists included: Jani Venter, Executive Director at J.P. Morgan Asset Management; David Wertheim, Senior Client Portfolio Manager at Invesco; and Daniel Ismail, Lead Analyst at Green Street Advisors.