Investing in Your Future – The CFA Charter and Your Future Employment - June 2025

MODERATOR

Alicia Romo, CFA | Alicia Romo, CFA has 30+ years of Banking, Treasury and Finance experience. She is currently consulting with large US banks on complex regulatory issues. She was previously Treasurer and Head of Investments at MUFG Union Bank and retired in 2023 upon the completion of the merger with U.S. Bank. She was responsible for all aspects of regulatory capital, liquidity, investment strategy, and wholesale funding. Alicia oversaw AUM of $24 billion including Treasuries, Ginnies, GSE, non-agency RMBS and CMBS and CLOs and was responsible for the establishment of the non-agency portfolio.

Prior to joining MUFG Union Bank, Alicia was a Senior Manager at Deloitte where she was an SME in structured finance and interest rate risk management. Alicia consulted nationally for investment portfolio management, securitization structures and in front-office and back-office securitization and derivative operations. She was a regular speaker at national MBA and securitization conferences. Prior to joining Deloitte & Touche, she was a First Vice President in the treasury department of Countrywide Home Loans handling funding, investments and derivatives. Alicia also spent 12 years in corporate banking with The Sumitomo Bank, CIBC and Bank of America, marketing various credit products, derivatives and securitizations.

Alicia received her BS in Business Administration from the University of Southern California. She is a Chartered Financial Analyst and is a Past President of the Board of Governors of CFA Society Los Angeles. She currently serves as the Audit Committee Chair at Monte Vista Grove Homes in Pasadena, CA.
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SPEAKERS

Clark Hoover, CFA |  Clark Hoover, CFA, oversees private credit for the $23 billion Los Angeles City Employees’ Retirement System (LACERS). Clark has more than 15 years of experience working in financial markets, including positions with Goldman Sachs, UBS, and FINRA. Clark graduated with honors from UCLA, earning a BA in Communication Studies focused on political discourse. He returned to UCLA to earn an MBA from the Anderson School of Management. Clark has served on LACERS' DEI Committee and helped advance policies to ensure women sit on the hiring panels for investment officer candidates. Clark volunteers for the Jewish Free Loan Association of Los Angeles (JFLA) on the Small Business Loan Committee. He is a former board member of JFLA and of Hillel at UCLA. Between undergraduate and MBA studies, Clark spent a decade in Israel, during which he served as a tank driver in the Israel Defense Forces, studied political science at Tel Aviv University, and reported breaking news for two of Israel's most widely-read newspapers.

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Dagney Maseda, CFA | Dagney Maseda is a Managing Director and Portfolio Manager at SSI Investment Management. She has over 20 years of experience in trading, credit analysis, portfolio management and marketing. Ms. Maseda serves as the lead PM for SSI's Convertible Arbitrage strategy and is an integral part of the marketing efforts. She was named to the Hedge Fund Journal’s 50 Leading Women in Hedge Funds 2021. Dagney is a member of the CFA Institute and the CFA Society Los Angeles. She graduated from California State University, Northridge, summa cum laude, with a BS in Finance.

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