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CFA Society San Diego

 Career Development Day 2014

 Facing Adversity:

Facing Adversity: Emerging Leaders in California’s Alternative Investment Industry Discuss Their Keys to Success

The financial industry was turned on its head in 2008 and nothing has been the same since. Despite the tumult,
some intriguing new businesses have emerged in the financial industry right here in our own Southern California
back yard. With challenges around each corner, the road to success is not easy but the leaders of today’s emerging
firms are not dissuaded. Join the California Hedge Fund Association, CAIA, and the CFA Society San Diego for
an informative roundtable discussion among four emerging leaders in finance.

Join the California Hedge Fund Association, the CFA Society of San Diego, and CAIA for an engaging panel
discussion led by emerging financial leaders of California. Learn the challenges, successes, and innovative strategies
Ethan Senturia, Mark Salameh, and Adam Wagner are implementing to grow and drive business.


For the whole Brochure including speaker biographies click on the pdf below.


CHFA Member: $35
CFA SSD Member: $35
CAIA Member: $35
Non-Member: $70


CHFA Members: Log-in and select “Register for an Event”
Non-CHFA Members: Click HERE to register.

Valet parking will be hosted for attendees.

 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:

 Upcoming Events

Location InfoFilter
Start Time
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.









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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