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The CFA Society
San Diego
Presents the
2015 Annual
Forecast Dinner
FEATURING
Christopher Ailman
Chief Investment Officer
CalSTRS
FEATURING
MODERATED BY
Savita Subramanian
Head of U.S. Equity Strategy
BofA Merrill Lynch Global Research
Jane Wells
Reporter
CNBC
Hilton La Jolla
Torrey Pines
Thursday
February 19th, 2015
5:00 pm to 8:30 pm
10950 N. Torrey Pines Road
La Jolla, CA 92037
PROGRAM AGENDA
• 5:00 p.m. - 6:30 p.m.
• 6:30 p.m.
• 7:00 p.m.
• 8:00 p.m.
• 8:30 p.m.
~ Registration and Cocktails
~ Dinner
~ Presentations by Speakers
~ Speaker Panel Q&A
~ Conclusion of the 2015 Forecasting Dinner
www.cfasociety.org/sandiego
CFASSD Annual Forecast Dinner
Speaker Biographies
CHRISTOPHER AILMAN — CHIEF INVESTMENT OFFICER, CalSTRS
Mr. Ailman is the chief investment officer of CalSTRS, the world’s largest educator-only pension fund,
where he oversees an investment portfolio valued at approximately $186.4 billion as of September
30, 2014. He joined CalSTRS in the fall of 2000 with more than 27 years of institutional investment
management experience. As CIO, Mr. Ailman leads a team of 117 investment staff in the following asset
classes: Private Equity, Global Equity, Corporate Governance, Fixed Income, Real Estate, Operations,
and Innovation and Risk. Mr. Ailman serves on several boards and advisory boards in the U.S. and U.K.
He is a member of the International Corporate Governance Network, a U.K. not-for-profit organization
raising the standards of corporate governance worldwide. He is the past chairman and currently serves
on the board for the Pacific Pension Institute, an educational resource to institutional investors engaged
in long-term investment in the Asia Pacific region. Mr. Ailman also serves as the co-chair of the Milken
Global Capital Markets Committee from the Milken Institute. He serves on the board of the Emory
Center for Alternative Investments at Emory University’s Goizueta Business School. He also represents
institutional investors on the MSCI Barra Index Editorial Advisory Board and the EDHEC-Risk Institute.
SAVITA SUBRAMANIAN — HEAD OF U.S. EQUITY STRATEGY
BofA MERRILL LYNCH GLOBAL RESEARCH
Savita Subramanian is head of U.S. Equity and Quantitative Strategy at BofA Merrill Lynch Global
Research. She is responsible for recommending U.S. sector allocations for equities and determining
forecasts for the S&P 500 and other major U.S. indices, as well as developing and marketing the firm’s
quantitative equity strategy to institutional and individual clients. Subramanian has been with the
Quantitative team since 2001, and her team is ranked in the Institutional Investor and Greenwich
surveys. Prior joining the firm, Subramanian was an analyst at Scudder Kemper Investments in New
York and San Francisco. Subramanian frequently appears in television and print journalism and is a
regular guest speaker at financial conferences. She is on the membership committee of Q Group and is a
member of the Chicago Quantitative Alliance, the Society of Quantitative Analysts and Women on Wall
Street. Subramanian received a bachelor’s degree with a double major of mathematics and philosophy
with honors from University of California at Berkeley, and an MBA with a concentration in finance from
Columbia University.
JANE WELLS — REPORTER, CNBC
CNBC business news reporter Jane Wells is based in Los Angeles, where she covers retail, agriculture
and defense as well as reports on California’s economy, West Coast real estate and Las Vegas. Wells also
writes the blog Funny Business for CNBC.com covering a variety of unusual items. Wells came from
CNBC’s “Upfront Tonight,” where she served as a senior correspondent. Wells joined CNBC in 1996,
providing special coverage of the O.J. Simpson civil case for “Rivera Live.” Prior to joining CNBC, she
was a correspondent for the Fox News Channel and Los Angeles reporter for NBC’s flagship television
station, WNBC, in New York. Her television news career includes reporter positions with KTTV, Los
Angeles; WTVJ, Miami; and KOB, Albuquerque. She has also contributed international reports for CNN.
Wells has received numerous honors for her work, including a 1992 Peabody Award and duPont Award
for her role in the live coverage of the Rodney King Trial. That same year, she earned a Los Angeles
Emmy Award for her investigative reporting. She also has received UPI, Press Club and Emmy Awards
for feature reporting; three Florida Emmy Awards for news reporting; and the Investigative Reporters
and Editors Award for team reporting.
www.cfasociety.org/sandiego
CFASSD Annual Forecast Dinner
About the CFA Society
San Diego
OUR
MISSION
The mission of the CFASSD is to serve the needs of professionals in the investment
decision making process by providing a forum for the exchange of information and
ideas among its members, by enhancing members’ investment knowledge, and by
encouraging high ethical standards and professional conduct among all participants
in the investment industry.
WHO
WE
ARE
The CFA Society San Diego was founded in 1962 as the Financial Analysts Society
of San Diego, Inc. to promote a high standard of ethics and sound professional
standards of investment management and research, and to enhance professional
knowledge and skills. The Society was admitted to the Association for Investment
Management and Research (AIMR) on November 4, 1963. In May 2004, AIMR
became CFA Institute and in May 2005, the Society changed its name to CFA
Society of San Diego (CFASSD), in order to more closely align with the CFA Institute
and the Chartered Financial Analyst (CFA®) designation.
There are approximately 500 members of the CFASSD, including security analysts,
portfolio managers, bankers, and other investment professionals. Approximately 450
CFASSD members hold the Chartered Financial Analyst designation. In addition,
approximately 300 are currently candidates for this prestigous professional
designation.
ABOUT
THE
CFASSD
This year marks our eighth annual CFASSD Forecasting Dinner, and we anticipate the
event will draw over 350 attendees and guests. Most of the attendees will include
professional money managers, investment consultants, plan sponsors, financial
planners and financial advisors from San Diego and Southern California.
The 2015 Forecasting Dinner will consist of a cocktail hour, dinner, two thirty-minute
presentations from speakers sharing unique perspectives on the market, and a thirtyminute Q&A speaker panel discussion led by CNBC business reporter Jane Wells.
Each attendee will enjoy a cocktail reception and an exceptional three-course meal
accompanied by wine.
www.cfasociety.org/sandiego
CFASSD Annual Forecast Dinner
Underwriting
Opportunities
The Forecasting Dinner is a unique opportunity for San Diego investment professionals to gather and discuss
their thoughts for economy and financial markets. We hope your firm will join us for this special occasion and
support us at a level commensurate with your vision for our organization. Your pledge of support will assist
the CFASSD in its ongoing effort to provide high quality programming to its members. It will also identify your
firm as one that understands the need to support the highest standards in the financial services industry by
endorsing a professional investment organization such as the CFASSD.
Price
Number Available
Underwriting Opportunities
• COCKTAIL RECEPTION
Firm logo on signage at reception and cocktail napkins
$2,500 each
2
• COCKTAIL APPETIZERS
Firm logo on signage at cocktail reception
$2,000 each
2
• DINNER WINE
Firm name on card at each seat
$3,000 each
1
• AUDIO VISUAL SERVICES
Firm name on card at each seat
$2,000 each
1
• PARKING FOR ATTENDEES
Firm name on card at each seat
$1,500 each
1
• PROGRAM SPONSOR
Firm name on back cover of program
$1,000 each
1
Each underwriting oportunity includes two tickets to the event.
Patron Tables
• PATRON TABLES
Seating for 8
Firm logo on table signs
Firm logo on dinner program
Firm logo on welcome screen slide show
$1,200 each
20
www.cfasociety.org/sandiego
CFASSD Annual Forecast Dinner
Sponsorship
Opportunities
Sponsorship Opportunities & Benefits
PlatinumGold
$7,500 ~~
Limit 2
Limit 4
$5,000
CFASSD Annual Forecast Dinner
•
•
•
•
Tables for 8 Guests
Sponsor Recognition in event Program
Sponsor Recognition in event Print Advertising
Reception event Sponsor Marketing Table
2-Front Row
Full Page Ad
P
P
1-Preferred
Half Page Ad
P
P
Front Row
P
P
P
P
CFASSD Annual Social/Charter Award Ceremony
• Table for 10 Guests
• Sponsor Recognition in event Program
• Sponsor Recognition in event Print Advertising
CFASSD Monthly Luncheon/Networking Events
•
•
•
•
Opportunity to give company presentation1
Sponsor signage/logo display at events
21
Recognition as sponsor at designated level
21
Attendance at any lunch/networking event
2
1
Other Advertising Benefits
• Sponsor Recognition on CFASSD home page
• Sponsor Signage/Logo at Post CFA Exam Events
12 Mo.
P
12 Mo.
P
Student Membership Events
• Annual University ‘Investment Challenge’
program/print sponsor recognition
• Sponsor Marketing table at Investment Challenge
• Opportunity to give company presentation to
CFASSD Student Membership
P
P
P
P
1
CFASSD Annual Forecast Dinner
Registration Form
UNDERWRITING OPPORTUNITIES:
q $2,500 Cocktail Reception
q $2,000 Audio Visual Services
q $2,000 Cocktail Appetizers
q $1,500 Parking
q $3,000 Dinner Wine
q $1,000 Program Printing
ATTENDEE RESERVATIONS:
# Requested
Total $ Amount
q Patron Table* (for 8)
at $1200 for
q Standard Table (for 8)
at $950 for
q Individual
at $125 for
PAYMENT OPTIONS:
Total
q Check (Payable to CFA Society San Diego)
q Credit Card – MasterCard / Visa (circle)
The underwriting and corporate sponsorships can be handled through check or bank wire only.
q Bank Wire (Contact us for details)
n Total Amount: $
n Credit Card #:
n Expiration Date: n 3 Digit Security Code:
n Cardholder Signature:
n Cardholder Name:
If you have additional questions regarding CFASSD sponsor opportunities please contact:
[email protected]
Please email to: [email protected]
or mail to: CFASSD, P.O. Box 928456, San Diego, CA 92192-8456
*Patron Tables include additional marketing opportunities. Please see Underwriting page for details.
Cancelation Policy: All ticket and table reservations are nonrefundable beginning February 2, 2015.
Sponsorships are nonrefundable from date of purchase.
www.cfasociety.org/sandiego
CFASSD Annual Forecast Dinner
Table Guest List
For Sponsor/Table Recognition, please print your name as you wish to be recognized:
n Name:
n Company:
n Address: n Telephone:
n Email:
For questions regarding CFASSD sponsor opportunities please contact:[email protected]
Guest Names (please print clearly):
1. q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
q Yes q No
Email address:
8. q Yes q No
Email address:
7. q Yes q No
Email address:
6. q Yes q No
Email address
5. q Yes q No
Email address:
4. add me to CFASSD
mailing list*
Email address:
3. Vegetarian
Meal
Email address:
2. CFASSD
Member
Email address:
Guest list is optional at time of reservation. However, CFASSD will need your guests names no
later than Friday, February 13, 2015.
Please email to [email protected] or mail to: CFASSD, P.O. Box 928456, San Diego, CA 92192
*By checking no, this person’s email information will remain confidential, and they will not receive further contact
from the CFASSD.
www.cfasociety.org/sandiego