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Event Date	Title	Event Type
5/21/2020	CFAOC Members Annual Meeting & Financial Marketing Skills Event:	Society, Career, Featured
4/21/2020	Global Final - New York City	Educational
4/19/2020	Regional Final - New York City	Educational
4/17/2020	2nd Annual Wealth Management Symposium	Society, Educational
4/9/2020	Perspective on a Pandemic: Investing and COVID-19	Society, Educational, Featured
2/28/2020	Local Final Presentations	Educational
2/28/2020	CFAI Research Challenge in Orange County	Society, Educational, Featured
2/26/2020	Economic Forecast Dinner	Educational, Featured
2/21/2020	CFAOC Host A Student: Whittier Trust Investment & Wealth Management	Career, Featured
2/14/2020	CFAOC Host A Student: HighMark Capital Management, Inc.	Society, Career, Featured
2/7/2020	Final Written Report Due	Educational
1/29/2020	CFAOC Whiskey Tasting	Society, Social, Featured
12/5/2019	Charter Recognition and Holiday Dinner	Social, Featured
11/21/2019	Company Presentation at Alteryx Headquarters	Educational
11/5/2019	CAREER DEVELOPMENT SYMPOSIUM	Career, Featured
10/24/2019	Speaker Event: Leaving a Legacy — Transferring Your Values, Not Just Your Estate	Educational, Featured
9/19/2019	CFAOC Speaker Luncheon: THE FUTURE OF FIDUCIARY IS NOT FIDUCIARY...IT'S BEHAVIORAL GOVERNANCE	Society, Educational, Featured
9/12/2019	CFAOC WOMEN IN FINANCE, FIRESIDE CHAT WITH MAURA CUNNINGHAM, FOUNDER OF ROCK THE STREET, WALL STREET	Social, Featured
8/16/2019	19th Annual Summer Baseball Social	Social, Featured
7/24/2019	Annual Summer Wine Tasting on the Water in Newport Beach	Society, Social, Featured
6/20/2019	Speaker Reception: The State of Orange County	Educational
5/22/2019	CFAOC Members Annual Meeting and Speed Reading Workshop	Society, Educational
5/3/2019	CFAOC Foundation Host A Student: Capital Group	Career
4/24/2019	2019 Inaugural Wealth Management Symposium	Educational
3/21/2019	CFAOC Speaker Luncheon: Investing with Ulysses: Better Decisions through Behavioral Design Greg Davies, Ph.D	Educational
3/14/2019	CFAOC Young Professionals Networking Event at Pie Society Bar, Costa Mesa	Social
3/1/2019	Networking and Dinner Event: Tim Gaumer, CFA - Quantitative Shifts in Investment Research	Career
2/26/2019	CFAOC Speaker Luncheon: CIO Insight; John Skjervem, CFA, Oregon State Treasury	Society, Educational
2/12/2019	CFAOC & UCI Introduction to the CFA Charter and Live Review Networking Event	Career
1/24/2019	Speaker Luncheon: How Government Policy Drives Stock Market Returns	Educational

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