ARI’s founder receives the James H. Fletcher, CFA, Rising Chief Award in recognition of excellent management and initiative
LOS ANGELES, July 07, 2021 – (BUSINESS WIRE) – Utilized Actual Intelligence (“ARI”) is happy to announce that its Managing Common Associate and Chief Funding Officer, Zack Ellison, CFA, CAIA, has joined the CFA Society Come on . Angeles’ James H. Fletcher, CFA, Rising Chief Award on the CFALA Annual Assembly 2021.
The Rising Chief Award is offered yearly by the Board of Governors of the CFA Society Los Angeles to people who’ve demonstrated excellent management qualities whereas engaged on a CFA Society program, exercise, or initiative up to now yr. The prize has been awarded yearly since 1995. Previous recipients of the award embrace funding leaders reminiscent of Asha Joshi, CFA of Payden & Rygel, James Lewis, CFA of TCW, and Nathan Palmer, CFA of Wilshire Associates.
“I’m honored to obtain the 2021 Rising Chief Award from CFALA in recognition of excellent management and initiative. As a member of the Board of Governors of CFALA, it has been a pleasure to work with CFALA CEO Laura Carney, her group and the best-class Board as CFALA continues its ninetieth yr of profitable mentoring of CFA charterholders and CFA program candidates in Southern California. Notably vital to me is: 1) As Head of College Relations to construct partnerships between college college students, the monetary business and CFA Society Los Angeles whereas mentoring the following technology of funding leaders; and a pair of) Chairman of CFALA’s CIO Advisory Council whereas main the event of CFALA’s extremely profitable CIO Funding Management Collection, which persistently consists of the thought management of most of the world’s main chief funding officers, ” mentioned Ellison.
“The CFA Society Los Angeles is likely one of the largest member societies of the CFA Institute, a world neighborhood of greater than 178,000 funding professionals working to construct an funding business that places investor pursuits first, markets functioning optimally, and economies rising . Zack, along with his boundless enthusiasm and vitality, has proven distinctive management and initiative by way of his work for College Relations and has helped society have interaction, educate and nurture a brand new technology of finance professionals. I’m delighted that he was chosen for this prestigious award, “mentioned Laura Carney, CFALA CEO.
The story goes on
“Zack has developed a dynamic new suite of chief funding officer funding management for the CFA Society Los Angeles that gives up to date thought leaders and considerate discussions to all kinds of funding professionals,” mentioned Alicia Romo, CFA, president of CFALA’s Board of Governors.
About Utilized Actual Intelligence LLC (“ARI”)
ARI is a enterprise debt funding supervisor centered on offering financing options for prime progress, VC-backed corporations in North America. ARI’s funding technique goals to supply household places of work, foundations, pension funds and different institutional traders with entry to “innovation” as an asset class together with superior risk-adjusted returns, capital safety and robust portfolio diversification benefits. As ARI’s Managing Common Associate and Chief Funding Officer, Zack Ellison, CFA, CAIA, is answerable for main the corporate’s administration and funding actions, together with procurement, due diligence, structuring and execution, and portfolio administration.
To be taught extra, please go to www.arivc.com and subscribe to ARI’s UNCOMMON CENT $ Funding E-newsletter.
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contacts
ARI contact: Zack Ellison, CFA, CAIA, 310-881-3893 x100, zellison@arivc.com
CFALA media contact: Laura Carney, CEO, CFALA, 213-613-1503 x701, laura@cfala.org
