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CFA Society Orange County
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CFA Society Orange County
Setting the Highest Standard for the Orange County Investment Community

 Welcome to CFA Society Orange County

The premier association for financial analysts and investment professionals.

  • Founded in 1983 as a local not-for-profit organization
  • Serving over 400 members, an additional 330 candidates sitting for exams, and the OC investment community
  • A valuable link between members, charterholders and investment professionals in 58 different countries and 137 connected local societies around the world

The Society's mission is to provide a forum for investment professionals to build strong and valuable networks, expand industry knowledge, and promote the highest standards of ethical and professional conduct.

Our events and programs are open to all investment professionals as well as interested graduate and undergraduate students; you do not have to be a CFA charterholder to participate.

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 Upcoming CFAOC Events

Event Date
CFAOC Seminar Series: Breakfast with Axel Merk4/23/2014
Goals Based Wealth Management in Practice - A New Paradigm4/24/2014
Host-A-Student: Pacific Alternative Asset Managment Company (PAAMCO)4/25/2014
Career Development Symposium: 5 Investment Careers - 5 Top Experts5/2/2014
Host-A-Student: First Foundation5/9/2014
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 Save the Dates!

 May 8, 2014 HBSAOC Breakfast: Governing Complex Financial Institutions with Bill Thompson
 May 30, 2014 Pre-FOMC Announcement Drift:  Luncheon Event with Emanuel Moench, Federal Reserve Bank of New York

 June 26, 2014


Mid-year Forecast Dinner w/ Nobel Laureate Vernon Smith
 September 18, 2014 The Most Important Thing:  Dinner Event with Howard Marks, Oaktree Capital Management
 October 16-17, 2014 CFA Institute Fixed Income Management Conference, Hyatt Regency, Huntington Beach
 December 4, 2014 Annual Holiday and Charter Recognition Dinner

 Non-Sponsored Financial Events of Interest

 Newest Charter Recipients

Congratulations to the 2013 Charter recipients!


 Special Thanks to our 2012/2013 Sponsors

Platinum Sponsors:


Gold Sponsors:


Silver Sponsors:


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