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Beach Fin Rising

CSULB’s First Annual Finance Symposium 2020


Thank you for supporting the first annual BeachFinRising Finance Symposium at California State University, Long Beach.

Finance Symposium is planned for September 26, 2020.

Early registration pricing is $10 for Students and $30 for General Admission and is good through July 31, 2020 and will increase to $25 and $50 on August 1st.


Your canceled event registration fee is being refunded so please allow 3 to 5 business days for the refund to post to the credit card account.

Our staff will continue providing updates on BeachFinRising’s revised schedule and date on our website, and social media pages. Please follow us to see these updates and registration information.

We apologize for any inconvenience this rescheduling may cause. However, we believe this is the proper action to take as part of our commitment to the health and safety of attendees and the community.

Should you have any questions, please feel free to contact us at

Thank you for your understanding.

GO Beach!

Department of Finance, CSULB

Join faculty, students and investment professionals at CSULB for a day of exploration, learning, and networking.

Speaker topics and workshops will include:

  • Current Market Trends & Outlooks
  • Investment Strategies & Techniques
  • Methods and Insights from Industry Professionals
Schedule of Events

Saturday, September 26, 2020

Located at The Pointe Conference Center – Walter Pyramid at California State University Long Beach

Time Event Speaker
8:00 am Registration & Breakfast  
8:45 am Welcome Address Dean Solt - College of Business CSULB
9:00 am Workshop 1 - Reason to be Bullish on Equities Mr. Jeff Krogh - First Trust
9:45 am Workshop 2 - Student Workshop CSULB Masters of Science Finance Students 
10:45 am Workshop 3 - The Washington -Wall Street Connection: The Market Impact of Election Year Politics Mr. Alex Anderson - Raymond James
12:00 pm Lunch & Panel Discussions: Fundamental Analysis in the Tech Dominant Environment Investment Professionals & Students
1:30 pm Keynote Speaker Mr. Turney Duff
2:45 pm Workshop 4 - Investing in an Uncertain Market  W. Wright Edler - Amundi Pioneer Investments
4:00 pm Reception & Networking  
6:00 pm Closing  

Saturday, September 26, 2020

Donor and Sponsor Appreciation Dinner & Reception 
6:00 P.M. – 9:00 P.M.
Join our honored guests for an evening of celebration and networking. For additional information and requirements, please use this online form to Seat Donate and Request an Invitation.
Workshop Topics
Workshop 1 - First Trust Reason to be Bullish on Equities Mr. Jeff Krogh  First Trust
Workshop 2 - Student Workshop CSULB Masters of Science Finance Students
Workshop 3 - Wall Street Connection: The Market Impact of Election Year Politics Mr. Alex Anderson - Raymond James 
Panel Discussions: Fundamental Analysis in the Tech Dominant Environment  Joseph Klauzar, - Raymond James and Finance Students
Workshop 4 - Investing in an Uncertain Market  W. Wright Edler - Amundi Pioneer Investments
Sponsors Information
Chartwell AMG of Raymond James
Joseph Klauzar, MBA, MRED, CIMA®
First Vice President, Wealth Management
444 S. Flower St, Suite 3870
Los Angeles, CA 90071
P:(213) 327-1046

Raymond James & Associates is not affiliated with any of the above-listed organizations.
Raymond James & Associates, Inc, member New York Stock Exchange/SIPC

Amundi Pioneer Asset Management
Senior Vice President at Amundi Pioneer Asset Management
60 State Street, 
Boston, Massachusetts 02109
Cell: 818-665-6000
First Trust Portfolios L.P.
RVP & ETF/SMA Specialist with First Trust Advisors
120 E. Liberty Drive
Suite 400
Wheaton, Il 60187