Zack Ellison Receives CFA Society Los Angeles’ 2021 Emerging Leader Award

A.R.I.’s Founder Honored to Receive the James H. Fletcher, CFA, Emerging Leader Award in Recognition of Outstanding Leadership and Initiative

LOS ANGELES–(BUSINESS WIRE)–#ARI—Applied Real Intelligence (“A.R.I.”) is pleased to announce that its Managing General Partner and Chief Investment Officer, Zack Ellison, CFA, CAIA, was presented with CFA Society Los Angeles’ James H. Fletcher, CFA, Emerging Leader Award at CFALA’s 2021 Annual Meeting.

The Emerging Leader Award is conferred annually by the CFA Society Los Angeles Board of Governors to the individual who has demonstrated outstanding leadership characteristics in the course of work on a CFA Society Los Angeles program, activity, or initiative during the previous year. Presented annually since 1995, past recipients of the award have included investment leaders such as Asha Joshi, CFA of Payden & Rygel, James Lewis, CFA of TCW, and Nathan Palmer, CFA of Wilshire Associates.

“I’m honored to receive CFALA’s 2021 Emerging Leader Award in recognition of outstanding leadership and initiative. As a member of CFALA’s Board of Governors, it has been a pleasure to work with CFALA CEO Laura Carney, her team, and the best-in-class Board as CFALA continues in its 90th year of successfully serving CFA charterholders and CFA Program candidates in Southern California. I’m particularly passionate about: 1) Serving as Head of University Relations to build partnerships between university students, the financial industry, and CFA Society Los Angeles while mentoring the next generation of investment leaders and; 2) Chairing CFALA’s CIO Advisory Council, while leading the development of CFALA’s highly successful CIO Investment Leadership Series, which consistently features thought leadership from many of the world’s top Chief Investment Officers,” said Ellison.

“CFA Society Los Angeles is one of the largest member societies of the CFA Institute, a global community of more than 178,000 investment professionals working to build an investment industry where investors’ interests come first, markets function at their best, and economics grow. Zack, with his boundless enthusiasm and energy, exhibited exceptional leadership and initiative through his work with University Relations, helping the society engage and educate and a new generation of finance professionals. I am delighted that he was selected for this prestigious award,” said Laura Carney, CEO of CFALA.

“Zack created a dynamic new Chief Investment Officer Investment Leadership series for CFA Society Los Angeles, bringing updated thought leadership and thoughtful discussions to a diverse set of investment professionals,” said Alicia Romo, CFA, President of the Board of Governors of CFALA.

About Applied Real Intelligence LLC (“A.R.I.”)

A.R.I. is a venture debt investment manager focused on providing financing solutions to high-growth, VC-backed companies in North America. A.R.I.’s investment strategy aims to provide family offices, endowments, pensions, and other institutional investors with access to “innovation” as an asset class, along with superior risk-adjusted returns, security of capital, and strong portfolio diversification benefits. As Managing General Partner and Chief Investment Officer of A.R.I., Zack Ellison, CFA, CAIA, is responsible for leading the firm’s management and investment activities, including sourcing, due diligence, structuring and execution, and portfolio management.

To learn more, please visit www.arivc.com and subscribe to A.R.I.’s UNCOMMON CENT$ Investment Newsletter.

Contacts

A.R.I. 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