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Arielle Bittoni, CFA, CFP
Founder, Good Balance Financial Planning, LLC
Arielle Bittoni is a wealth manager and the founder of Good Balance Financial Planning, a fee-only registered investment advisory firm specializing in comprehensive financial planning and investment management services for professional women and couples at various stages of their careers. She is also the chair of the women's council for CFA Society Los Angeles and a co-founder of Collaborative WIM, a non-profit organization that unites CFA Societies and industry groups to promote inclusion and diversity in the investment community. With more than 20 years of experience in the financial industry, Arielle has held diverse roles including litigation consultant, RMBS structurer, municipal bond institutional salesperson, and financial advisor. She holds bachelor's degrees in both Applied Mathematics and Economics from the University of California, Berkeley, is a Chartered Financial Analyst® (CFA®) charterholder, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Arielle is an entrepreneur, wife, and mother to two boys, residing in Los Angeles, CA.
Giang Bui
Portfolio Manager, PIMCO
Ms. Bui is an executive vice president in the Newport Beach office and a portfolio manager and trader of securitized debt instruments and bank loans, focusing on collateralized loan obligations (CLOs), leveraged loans, asset-backed collateralized debt obligations, and off-the-run sectors within structured products. Ms Bui joined PIMCO in 2000 and is a member of the bank loan portfolio management team, responsible for bank loan investments and the management of PIMCO-issued CLOs. She has 24 years of investment experience and holds an MBA from the Anderson School of Management at the University of California, Los Angeles and an undergraduate degree from the University of California, San Diego.
Maddi Dessner
Head of Global Asset Classes, Capital Group
Maddi Dessner is the Global Asset Class Services Director at Capital Group, home of American Funds. She has 25 years of industry experience and joined Capital Group this year. Prior to joining Capital, Maddi was head of investment specialists Americas within JP Morgan’s Multi Asset Solutions. Before that, she was COO of their emerging markets equity team. She holds an MBA in Finance and a bachelor's degree in economics, both from The State University of New York at Buffalo. She also holds the Chartered Financial Analyst® designation. Maddi is based in Los Angeles.
Beverly Ilagan
Managing Director, Financial Accounting Advisory Services (FAAS), Ernst & Young LLP
Beverly Ilagan is a Managing Director in Ernst & Young’s Financial Accounting Advisory Services practice. She has public accounting and private industry experience and has served numerous wealth and asset management clients in assurance and advisory capacities. Beverly advises on a broad set of topics in the finance, risk and compliance areas. Beverly leads efforts in understanding impact of SEC Proposed and Adopted Rules to financial services clients and assist clients with current state and gap assessments, remediation and implementation. More recently, Beverly focuses on the Private Fund Adviser Reform Rules and has led numerous industry and client discussions on the topic. Beverly is a CPA licensed in CA and earned her MBA (with honors) at the UCLA Anderson School of Management with focus in Finance, Entrepreneurship and Global Management.
Jane Goodman
Partner, Ernst & Young LLP
Jane is a Los Angeles-based Audit Partner with the Ernst & Young LLP (EY US) Financial Services Wealth & Asset Management practice. She has two decades in the financial services industry in EY’s offices in New York, San Francisco and Los Angeles. Throughout her career with EY US, Jane has served public and private asset management clients. Jane specializes in private equity and private credit, and she also has experience with registered funds, real estate funds and REITs, broker dealers, energy-focused funds and venture capital. In addition to Los Angeles, San Francisco and New York, Jane has also worked in the Perth, Australia office of EY and has spent time in the Tokyo, London, and Bangalore EY offices working with her global asset management teams. Jane holds Master of Accounting and Bachelor of Finance degrees from Tulane University. Jane is a member of the American Institute of Certified Public Accountants and is a certified public account in both New York and California. Jane also serves on the Education Committee for the Southern California Chapter of 100 Women in Finance.
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