CFA/FPA of San Diego Annual Joint Educational and Social Event

November 12, 2019
3:30 PM - 7:00 PM
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Grand del Mar
5300 Grand Del Mar Court
San Diego, CA 92130
Venue website

Join in on the education and fun at the annual joing meeting of the FPA and the CFA Society. Great speakers followed by a social hour.

Registration now open.  $40 for members and $80 for non-members.

Here are the speakers (with CE Credits pending):

Katherine Roy, managing director, is Chief Retirement Strategist and Head of Individual Retirement for J.P. Morgan Funds. In this role, Katherine is responsible for delivering timely personal retirement-related insights to financial advisors. Focused on the retirement income-related landscape for more than 10 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages.
Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics.
Prior to joining the firm, Katherine was Head of Personal Retirement Planning & Advice at Merrill Lynch where she led strategy and innovation in retirement income solutions for individuals, and the retirement planning, advice and guidance programs available to integrated benefits plan participants. She also held several roles in financial planning product development, participant communications and consulting, and interactive client experience initiatives. Katherine received a B.A. from Yale University and is a Certified Financial Planner®.

David M. Lebovitz, vice president, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, David is responsible for delivering timely market and economic insights to clients across the country. Since joining the team, David has helped build the Market Insights program in the United Kingdom and Europe, as well as coordinate the team’s global research and publication strategy. He has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press.
David first joined J.P. Morgan in 2010. Prior to joining the firm, David was a Research Analyst at Kobren Insight Management. At Kobren, David was responsible for small and mid cap equity research, and worked alongside the CIO and other analysts to construct model portfolios for investors of various risk tolerances.
David obtained a B.A. in Political Science and Philosophy, with a concentration in Leadership Studies, from Williams College in 2009. He earned a dual-MBA degree from Columbia University and London Business School in 2015.

Reception afterwards, sponsored by Shustak Reynolds & Partners, P.C. a Securities, Business and Financial Services Litigation Attorneys located in San Diego, Irvine, Los Angeles, San Francisco and New York City.


$40.00 FPA/CFA Educational Event Member Ticket

$80.00 FPA/CFA Educational Event Nonmember Ticket