A Fireside Chat with Howard Marks, CFA
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NOV
6
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Please join us for an engaging conversation with Howard as he discusses his current views and a few of his recent memos.
SPEAKERS
Howard Marks, CFA | Howard Marks, CFA Co-Chairman Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago. He is a CFA® charterholder. Mr. Marks is an Emeritus Trustee and Advisory Member of the Investment Committee at the Metropolitan Museum of Art. He is a member of the Investment Committee of the Royal Drawing School in London. He also serves on the Shanghai International Financial Advisory Council and the Advisory Board of Duke Kunshan University and is an Emeritus Trustee of the University of Pennsylvania, where from 2000 to 2010 he chaired the Investment Board.
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Patrick C. George, CFA | Patrick C. George, CFA Vice President Patrick C. George is a vice president in Oaktree’s Opportunities group in Los Angeles. Mr. George began his career as a business analyst with McKinsey & Company where he worked primarily in the private equity and restructuring practices. He graduated cum laude from Yale College with a B.A. in ethics, politics, and economics, awarded with distinction, and studied at the London School of Economics. Mr. George currently serves on the boards of ABC Technologies (formerly TSX: ABCT) and Velocity Risk. He is a CFA® charterholder and serves as Co-Chair of CFA LA’s Advocacy and Ethics Advisory Council. He is also a member of the Milken Institute’s Young Leaders Circle.Back To Top ^^
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Registration Fees |
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
HOSTED Valet - (2nd driveway south of 5th on Flower)
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please e-mail info@cfala.org.
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CFA Society Los Angeles has determined that this program qualifies for 1.5 PL credit hours, under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member and a CFA Society Los Angeles Member, PL credit for your participation in this program will be automatically recorded in your PL tracking tool. |
