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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
Howard Marks - The Most Important Thing Illuminated9/18/2014
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 Save the Dates!

 September 18, 2014 The Most Important Thing:  Dinner Event with Howard Marks, Oaktree Capital Management
 September 19, 2014 CFAOC Annual Summer Social and Angels Baseball Game
 October 16-17, 2014 CFA Institute Fixed Income Management Conference, Hyatt Regency, Huntington Beach
 November 20, 2014 Demystifying China:  Lunch Event with Andy Rothman, Matthews Asia
 December 4, 2014 Annual Holiday and Charter Recognition Dinner

 Non-Sponsored Financial Events of Interest

July 17          HLS Breakfast Series - Is the Government Permanently Broken? Why Neither Party Can Lead; with Chris Cox, former Chairman of the U.S. Securities and Exchange Commission.  Special discount for CFAOC members.



 Special Thanks to our 2013/2014 Sponsors


Gold Sponsors:




 Newest Charter Recipients

Congratulations to the 2013 Charter recipients!


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