Events / Event Info

Event Details

"Growth Investing by Value Managers"
Event Details
Tuesday, May 28, 2019
Program: 11:00 A.M. - Adjourn: 12:00 P.M.
Webinar
(818) 558-3908
RSVP NOW

Reservations will be taken until May 26th.

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CEU's
You May EARN 1 CEU CREDITS FOR ATTENDING
May qualify for 1 CFP Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
Cost
 pre-registeredAt the Door
Member $0 $25
Non Member $0 $25
 
Guest Speaker(s):

Dennis Reiland, CFA, Founder of Private Management Group, Inc.
Jonathan Chin, CFA, Private Management Group
Jeff Payne, Private Management Group
Robert Beck, Private Management Group
Diane de la Cruz, Private Management Group
Emily Reiland, Private Management Group


Event Schedule:

Event Details:
Growth Investing by Value Managers
  • Value Investing
  • Todays Investing Environment
  • What Matters?
  • Move Back to Value


 
RSVP NOW

Reservations will be taken until May 26th.

Speaker(s):

Founder of Private Management Group, Inc., Dennis Reiland, CFA

Dennis has been in the Investment and Portfolio Management Business for over 35 years and is the Founder of Private Management Group, Inc. He has earned his Chartered Financial Analyst designation and has an MBA from Pepperdine University. He received a B.S. in Quantitative Methods from California State University, Long Beach and a PFP Certificate from University of California, Los Angeles. Dennis has been an instructor at UCI Extension, teaching Advanced Stock Analysis and other topics to students and industry professionals.


Private Management Group, Jonathan Chin, CFA

Jonathan earned his B.A. in History from University of California, Irvine as well as a Teaching Credential from Concordia University, Irvine. He joined Private Management Group in 2008, and acquired his Chartered Financial Analyst (CFA) designation. Before joining Private Management Group, he was teaching and coached basketball at Woodbridge High School. As a result, he has extensive ties to Irvine and various greater Orange County youth basketball organizations. In addition, he has served local community service organizations and worked with Habitat for Humanity. His passion is helping people, making money for clients, and developing investment strategies.


Private Management Group, Jeff Payne

Jeff earned his B.S. in Finance from California State University, Long Beach. Before joining Private Management Group in 2004, he worked in the banking industry for 15 years with positions of management, client development, lending, and credit analysis. He concentrates on company and industry analysis, allocations, portfolio management, and trading.




Private Management Group, Robert Beck

Robert earned his B.S. in Business Administration from Pepperdine University and his MBA with a concentration in Finance from Pepperdine's Graziadio School for Business and Management. Throughout his five years at Pepperdine, Robert competed as a Division I water polo player, in which he was named an Academic All American for four consecutive years. Robert completed his MBA in 2017 with top honors as a Beta Gamma Sigma Scholar, and subsequently joined Private Management Group. Robert takes pride in analyzing companies through both quantitative and qualitative critical thinking to provide unique perspectives.


Private Management Group, Diane de la Cruz

Diane earned her B.A. in Economics from University of California, Irvine. Prior to joining Private Management Group in 2017, she worked at Ernst & Young and RSM LLP (FKA McGladrey LLP), specializing in tax consulting and compliance for high net worth individuals and closely held businesses. Her experience has driven her to provide quality client experiences, ultimately helping them prepare for the future.


Private Management Group, Emily Reiland

Emily earned her B.S. in Finance with a minor in Management Information Systems from Santa Clara University in 2018. During her time at Santa Clara she was active within the Retail Studies Student Association and interned with Levi Strauss and Company, analyzing wholesale consumer trends. Emily is eager to learn and develop her skillset in valuing companies. Outside of the office, Emily loves to travel and is passionate about health and fitness, dedicating her time to support women's heart health.



Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
Upcoming Events:

28
May
 
Growth Investing by Value Managers
Tuesday | May 28, 2019 11:00 A.M.
20
Jun
 
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24
Jul
 
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Wednesday | July 24, 2019 12:45 P.M.
22
Aug
 
Bi-Monthly meeting
Thursday | August 22, 2019 12:45 P.M.
19
Sep
 
FPALA End of Summer cookout/ Cornhole Tournament and Mixer @Brennan’s (West side)
Thursday | September 19, 2019 12:45 P.M.
05
Oct
 
ProBono: Financial Planning Day
Saturday | October 05, 2019 10:30 A.M.
17
Oct
 
Symposium
Thursday | October 17, 2019 9:45 A.M.
13
Nov
 
FPALA Mixer DTLA Angel City Brewery
Wednesday | November 13, 2019 12:45 P.M.
12
Dec
 
Holiday Meeting & Silent Auction
Thursday | December 12, 2019 12:45 P.M.
View Calendar >>
 

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