March 2015 Newsletter now available
April 21st,Dinner Meeting
Topic: Portfolio Management
Lamis El Didi – Sr. Associate, Exponent
Josh Ritti – Principle, ExponentDescription: The session covers an overview of portfolio development and management in large organizations. We will present the industry standards and best practices on how to develop a portfolio, the structure of a typical portfolio management office (PMO), and to manage the performance of a portfolio once it is set up. A case study of what our team performed to assist one of the largest utility companies in the U.S to set up and manage its multi-year portfolio will be presented to demonstrate real-life, specific examples of the process tools and practices. We will also explore how other organizations manage their portfolios and the different portfolio management tools and practices employed. The benefits gained from having a PMO, and the challenges encountered will also be discussed.
Location: Long Beach Airport Holiday Inn
Time: 5:30pm Networking and Cocktails, 6:30pm Dinner and Program Cost: $30 for members, $35 for non-members.