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 CFAOC Sponsor Information

We have several different sponsor levels available to give you every opportunity to interact with our members over the course of the year. Sponsorships will be granted on a first-come, first-serve basis in regards to the limited spots available for each level. We are also offering sponsors the ability to participate in exclusive-sponsored events.  Please contact [email protected]  for more details.

Thank you for your interest in sponsorship opportunities for CFA Society Orange County.

Click here for to see our full sponsorship packet.

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Benefits of Sponsorship:

Receive a permissioned list of attendees post event

Generate new leads and prospects during in-person and virtual interactions with 700+ members

Target your primary event audience including senior investment professionals and key investment decisionmakers who collectively influence billions of assets under advisement/management

Gain market and brand awareness at signature events including select marketing materials based on sponsorship level

Receive multiple event registration tickets


What you can contribute:

Promote your firm's thought leadership by providing expert speakers and programming

    Invite your top relationships and prospective clients to attend signature sponsored events

Enhance brand awareness by providing promotional items and giveaways



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​Top 10 Employers of CFAOC Members (as of November 30, 2021)
 Allianz SE
​Pacific Life Insurance Company
​Green Street Advisors, Inc.
Bank of America Merill Lynch 
Research Affiliates Capital, L.P.
​Capital Group Companies, The 
Wells Fargo
​Bank of New York Mellon Corporation 
DoubleLine Capital
​City National Corporation


 Thank You Sponsors!

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Want to see your company listed here? Check out our Sponsorship Opportunities.