Join Us for Investor Day Los Angeles

Join us for FPA Investor Day Los Angeles, taking place in Santa Monica, California on Wednesday, October 21, and Thursday, October 22, 2026.

This two-day event is designed to offer a comprehensive view of our investment philosophy, current market perspectives, and how we are positioning portfolios for the long term.

• The event will begin on Wednesday, October 21, with a welcome reception at Pacific Terrace at Shutters on the Beach, providing time to connect with fellow clients and the FPA team.
  
  
  
• Thursday, October 22, will feature investment team presentations at Casa Del Mar, along with interactive Q&A sessions. The day will conclude with a cocktail hour followed by dinner. Breakfast and lunch will be provided during the program.
  

Please complete the registration form below by Friday, October 2, to submit your RSVP for this event.

FPA Investor Day Los Angeles – Event Agenda:

Wednesday, October 21^st:
Pacific Terrace, Shutters on the Beach

5:30pm – 7:00pm:
Cocktail Hour / Welcome Reception

Thursday, October 22^nd: 
Colonnade Ballroom, Casa Del Mar 

8:00am – 9:00am:
Breakfast with Investment Teams

9:00am – 9:10am:
FPA Firm Update

9:10am – 10:00am:
FPA Crescent Fund & FPA Global Equity ETF Presentation + Q&A

10:00am – 10:10am:
Coffee Break

10:10am – 11:00am:
FPA New Income Fund & FPA Flexible Fixed Income Fund Presentation + Q&A

11:00am – 11:10am:
Break

11:10am – 12:00pm:
FPA Queens Road Small Cap Value Fund Presentation + Q&A

12:00pm – 1:30pm:
Lunch with Investment Teams

1:30pm – 2:00pm:
Tax Update: Mutual Funds and ETFs

2:10pm – 3:00pm:
Source Capital (SOR) Closed-End Fund Update & Fireside Chat with Steven Romick and one of SOR’s private credit managers

3:00pm – 3:30pm:
One-on-One Discussions with FPA Partners

3:30pm – 5:00pm:
Break Before Cocktails and Dinner

Evening Program – Thursday, October 22^nd
Colonnade Terrace (Patio), Casa Del Mar 

5:00pm – 6:00pm:
Cocktail Hour

6:00pm – 8:00pm:
Dinner, Remarks & Audience Q&A with Valter Longo, Ph.D.

Prof. Valter Longo is an internationally recognized expert in nutrition, longevity, and age-related diseases. He is Professor of Biogerontology and Director of the Longevity Institute at USC, with over 30 years of research in nutrition, genetics, and aging. He developed the fasting mimicking diet and the Longevity Diet, and his book The Longevity Diet has become an international bestseller. In 2018, TIME named him among the 50 most influential people in health, and he has been recognized as a Clarivate Highly Cited Researcher from 2021 to 2025.

HOTEL ROOMS

Hotel Rooms are available on a limited quantity at both Shutters on the Beach and Hotel Casa Del Mar.

Rooms start at $415 per night plus taxes and fees.

To reserve a room, please call:
Hotel Casa Del Mar at (844) 880-1077
Shutters on the Beach at (866) 527-6612

The room block is under “First Pacific Advisors, LA Investment Day” and can be reserved between Monday, May 25 and Monday, September 21, 2026.

Please complete the registration form below to submit your RSVP for this event. If you experience any issues accessing this page or are unable to view the form, please contact Morgan Finniss at [email protected].

FPA Investor Day Los Angeles – Registration Form:

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IMPORTANT INFORMATION

The FPA Funds are distributed by Distribution Services, LLC. 190 Middle Street, Suite 301, Portland, ME 04101. Distribution Services, LLC and FPA are not affiliated.