10:00am

Jake Ebright

Speakers Bureau Team Lead

League of Women Greater Los Angeles

"Empowering Advisors with Non-Partisan Information for the 2024 Ballot Measures"

Join us for an insightful presentation covering the state, city, and federal measures on the upcoming election ballot, that will ultimately impact the lives of our clients and the work we do for them. Our speaker will break down each initiative, highlighting key points to help voters understand the economic and social implications of their choices. This session will provide a balanced overview to empower informed decision-making, ensuring every voter is prepared to make their voice heard on Election Day.

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Program is Approved for one (1) hour of   CE credit

11:30am

Ted Segal

Director of Investor Relations

BC Partners

"Unlocking AI's Potential:  Practical Uses of ChatGPT for

  Financial Advisors"

The theme is sharing 7 entry-level, practical uses of ChatGPT, specifically for finance advisors and members of their practice (analysts, admin, etc). There’s a brief intro to what exactly ChatGPT is, but there’s no discussion of the science behind it, or theorizing of the future, it’s just useful ideas everyone in the room could start using today regardless of experience. The ideas were sourced between a combination of real world uses by Shaan Saigol (the Los Angeles IR Director for BC Partners) and his discussions with other successful advisors he works with that are actively using AI.

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1:30pm Alts Panel

Mark Gatto

Co-Founder, Co-Chief Executive Officer and Co-President

CION INvestment Group and CION Investment Corporation (CIC)

"An Overview of the Private Credit Asset Class, Where it is Today and Where it's Going Next"

A better understanding on how to evaluate and due diligence Private Credit strategies and how to implement it into private client portfolios.

Christian Lena

Senior Vice President, Capital Solutions Group

First Trust Portfolios L.P.

"Redefining Diversification:  Accessing Private Markets in Retail-Friendly Structures"

Lynly Packer

Executive Director and Alternatives Client Advisor

J.P. Morgan

"The Opportunity in Private Equity Investments for 2024"

The themes this year are democratization, dislocation, and diversification and how these will impact private equity investment investors today. 

Learning objectives: the process of creating a meaningful private equity allocation in a portfolio, the discovery questions you must ask, the sectors (primaries, secondaries, co-investments, venture) and their characteristics, and the impact of manager selection. 

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