Events Calendar - RAFI® CFA Presentation

Title

RAFI® CFA Presentation

Event Description

DOUG GRATZ, CFA
Associate Director
Marketing & Affiliate Relations

Doug Gratz is responsible for coordinating with our research department and evaluating product information for the consultant community. Doug is also involved in client servicing and institutional and high-net-worth marketing.

Prior to joining Research Affiliates, Doug was senior vice president of marketing and portfolio analysis at Financial Management Advisors in Los Angeles. Prior to that he was director, portfolio analysis at Beverly Hills based DeLaroche & Company. He began his career in investment management as a trader at PNC, Mellon Bank, and Gratz Trading in Pittsburgh dealing with arbitrage opportunities in securities, futures, and options.

Doug earned an MBA from Columbia University with dual concentrations in finance and marketing. He received a Bachelor’s of Science degree with highest honors from California Polytechnic University. Doug is a member of the Los Angeles Society of Financial Analysts and is a CFA charterholder.

Doug also serves as the chief financial officer of a charitable foundation dealing with neuro-genetic birth disorders.

Event Type

Career

Education Topic

Economics; Equity Investments

Start Time

3/9/2010 12:00 PM

End Time

3/9/2010 1:30 PM

City

Columbia

State/Province

Event Country

United States

Event Region

Americas

Location Info

Capital City Club

1201 Main Street

25th Floor

Speaker

DOUG GRATZ, CFA

CE Credits

SER Credit

Currency

Member Price

Non-Member Price

Candidate Price

Registration

No Registration Required

All Day Event

Recurrence

Workspace

Attachments

Content Type: MyCFA Calendar

South Carolina CFA Society