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CFA Society San Diego
 

 Forecast Dinner 2014

 Presentations From Our Events

Be sure to check out presentations from former events in our Members section:

Currently available are presentations from:

Lawrence Speidell and his presentation:
"2050 Hindsight…."

James E. Meketa and his presentation
"The Future of Finance: 20/50 Hindsight"

Leuthold Speaker Douglas Ramsey and his presentation:
“Playing the Bull Market's Final Inning(s)"

Forecast Dinner Speaker Jeff Rosenberg and his presentation:
“Won’t Get Fooled Again” … and More of My Favorite Theme (songs) for 2013

Forecast Dinner Speaker Bricklin Dwyer and his presentation:
Economic Outlook: The Great Adjustment

Forecast Dinner Speaker John West and his presentation:
Market Forecasts for the Long Term

Low Volatility Investing event featuring the presentation from Kunal Ghosh of Allianz:
Managed Volatility Strategies: A Long Persistent Anomaly

Low Volatility Investing event featuring the presentation from Yin Luo of Deutche Bank:
Risk-based Portfolio Construction Techniques

Low Volatility Investing event featuring the presentation from Daniel R. Dynan of Meketa:
Low Volatility Investing: A Consultant’s Perspective

Low Volatility Investing event featuring the presentation from Todd Groth of PAAMCO:
Low Risk Investing and Hedge Funds

 2014 Institute Global Market Sentiment Survey

The 2014 Institute Global Market Sentiment Survey (GMSS) reflects the views and expectations of CFA Institute members — respected experts in the industry — on financial markets, integrity, and performance for the coming year.

Download the GMSS Report (PDF)

Providing insight to investors worldwide, the 2014 CFA Institute Global Market Sentiment Survey (GMSS) reflects the views and expectations of CFA Institute members — respected experts in the industry — on financial markets, integrity, and performance for the coming year.

 CFA San Diego offers Continuing Education courses online

CFASSD has partnered with Kesdee, a local firm, to offer a means by which members can earn CE credits by taking courses online. The courses cover a variety of topics that are part of the CFA Institute Global Body of Investment Knowledge. Kesdee will update CFA Institute on credits earned by members on a quarterly basis. Please visit the Continuing Education page to learn more about the topics, and to access the courses.

 CFA Exam San Diego Candidates benefit from CFASSD Partnerships

All San Diego exam candidates are eligible to benefit from the new Exam Prep Provider discounts that have been arranged by the CFASSD.  By partnering with some of the leaders in exam preparation and review including Kaplan, Kesdee, and the CFA Los Angeles Review Course we can now offer local area candidates discounts on these materials.  For more information and links these discounts go to the CFA Preparation page at: http://www.cfassd.org/pages/cfaprep.aspx

 Upcoming Events

Title
Location InfoFilter
Start Time
Bankruptcy Today: Financial Fraud, Cyber Crime and Finding AssetsUse SHIFT+ENTER to open the menu (new window).
The Westin (2nd Floor) 400 West Broadway San Diego, CA 92101
4/23/2014 5:30 PM
CFA Society Chicago: Free Live Webcast of David Rosenberg!Use SHIFT+ENTER to open the menu (new window).
The Standard Club 320 South Plymouth Court Chicago, IL 60604
4/29/2014 10:00 AM
Is Venture Capital Dead in San Diego? Use SHIFT+ENTER to open the menu (new window).
The Sanford Consortium-UCSD Campus Duane J. Roth Auditorium 2880 Torrey Pines Scenic Drive La Jolla, CA 92037
5/8/2014 3:30 PM
L1 & L2 Mock ExamUse SHIFT+ENTER to open the menu (new window).
UCSD, Thurgood Marshall Economics Bldg., Room 300
5/31/2014 9:30 AM
L1, L2, & L3 June ExamsUse SHIFT+ENTER to open the menu (new window).
For test center locations, paste this link into your browser: http://www.cfainstitute.org/programs/cfaprogram/register/Pages/june_test_center_locations.aspx
6/7/2014 9:00 AM
UCSD Economics Roundtable: "Investing in a Post-QE World"Use SHIFT+ENTER to open the menu (new window).
UC San Diego-Faculty Club 9500 Gilman Drive #0121 San Diego, CA 92093
7/10/2014 7:30 AM
UCSD Economics Roundtable: "Adjusting Retirement Institutions for Longer Life Expectancies"Use SHIFT+ENTER to open the menu (new window).
UC San Diego-Faculty Club 9500 Gilman Drive #0121 San Diego, CA 92093
10/23/2014 7:30 AM

 A Very Special Thank You

CFA Society San Diego would like to thank the Sponsors who have helped make our Events possible.  Please visit the Industry Links page for more information.

 

 

KAPLAN SCHWESER

 

 

 

 

 

 
To learn how your firm could help support CFA Society San Diego, and reach a targeted audience of investment professionals, please see our Sponsor Brochure.
 
 

 Our Social Events


Check out some of our latest social events on our Fun and Networking Page

 Contact Us

PO BOX 928456
San Diego, California  92192-8456
(T) 619-684-6228
(F) 619-684-6228
E-mail Us

 CFA Society San Diego Members

CFA Society San Diego members can use the following links to update personal contact information.  We try to keep tabs on everyone, but with 400 members, and over 1,100 who receive our meeting notices, we sometimes have trouble keeping up with job changes and other events. 

 Who is CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 

 


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