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Location Info
Event Description


5/18/2022 4:00 PM5/18/2022 5:15 PM

This meeting provides our membership with the opportunity to hear from our Board of Directors about the state of the Society and the strategic vision.

As a member of CFA Society Orange County, you have the right to vote in an important election of the Board of Directors. Don't miss your chance to make your choice.

Vote By Proxy Today

Part 1 - Society Update, Led by the Board of Directors

4:00 pm - 4:15 pm

  • Overview of CFA Society Orange County
  • Updates from select committee chairs
  • Election of Directors

Part 2 - Investing in Innovation, Led by Carey Ransom
4:15 pm - 4:45 pm Program
4:45 pm - 5:15 pm Q & A - Wrap-Up

Investing in Innovation - Our Best Path to Continued Economic Prosperity
Carey Ransom is a technology entrepreneur and investor, and has started, grown and/or led 8 B2B and consumer tech companies. In 2019 he founded Operate, a SoCal-focused venture studio and fund, where he and his team invest themselves into founders of exciting data-centric SaaS and fintech startups – so far with over 25 companies.
Carey is active in the SoCal startup and investment community - OCTANe, CEO Leadership Alliance of Orange County (CLA- OC), and has been an instructor or guest lecturer at numerous schools including UCLA, USC, UC Irvine, Chapman, Cal State Fullerton, Biola and Vanguard. He has recruited and hired nearly 1000 people in the last 20 years, and passionately believes in purpose, culture and team as key ingredients to successful companies. He has frequently spoken at financial, software and other conferences such as SaaStock, Recurring Revenue, Lendit, AltFI, Innovation Project, Frost & Sullivan and IMA.
Carey is also host of Operate Podcast, which features innovators, entrepreneurs and leaders. He has an MBA from UCLA Anderson School of Management, and B.A. in Economics from Indiana University. His real education, though, was growing up in a multi-generational retail family business.

Time is short and your vote is important!

The proxy is solicited on behalf of
CFA Society Orange County Board of Directors.

Please vote as soon as possible by clicking the button below.

5/19/2022 4:00 PM5/19/2022 6:00 PM


Karen Choi - Fixed Income Portfolio Manager, Capital Group

Sarah Ketterer - CEO, Causeway Capital Management

Robin Potts - Co-Head of Real Estate Investments, Director of Acquisitions, Canyon Partners Real Estate

Join us and learn about how to succeed in finance from some of the nation’s best and brightest investors, whose firms collectively manage over $2.5 Trillion in assets.

Unique Opportunity to Hear About:

● 2022 investment outlook in an inflationary environment for equity, real estate and bonds

● Frank, honest career advice from incredible role models

● Inspirational stories on reaching the top echelons in finance

Thursday, May 19, 2022 | Program: 4-6 PM PDT

Zoom Event Complimentary


Project Social 
24040 Camino Del Avion
Suite J,
Dana Point, CA 92629

5/26/2022 4:00 PM5/26/2022 6:00 PM

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Arroyo Trabuco Golf Club 
26772 Avery Pkwy
Mission Viejo, CA 92692

6/9/2022 11:00 AM6/9/2022 7:30 PM

Join CFA Orange County (CFAOC) and Financial Planning Association Orange County (FPAOC) for a day of golf, networking, cocktails and dinner at Arroyo Trabuco Golf Club on June 9th for the second annual CFA/FPA OC Golf Tournament.

Set amidst Trabuco Creek and The Reserve at Rancho Mission Viejo, the 240-acre Arroyo Trabuco Golf Club provides an unforgettable golf experience on par with South Orange County's finest high-end clubs. Conveniently located off Avery Parkway, Arroyo Trabuco offers unparalleled value in a pristine, park-like setting. The 18-hole championship-length golf course was designed by PGA Tour professional, Tom Lehman, and well-respected local golf course architect, Casey O’Callaghan.

Participation in the CFAOC Golf Tournament includes networking, a BBQ lunch, balls for the driving range, complimentary tee prizes, 18 holes of golf (cart included), cocktail reception, a raffle and rewards ceremony. For those newer to golf or unable to commit to the full event, there will be a golf clinic from 3-5pm with club pros.

During the tournament, you will have the opportunity to participate in the following contests: Prizes/Activities:
• Top 3 teams will be awarded prizes
• Prizes will be awarded for Closest-to-the-pin (#4, #8, #11)
• Hole in one challenge: $10,000 cash prize (#13) plus hole-in-one prizes on all other par 3s
• Prizes will be awarded to the longest drives (#17)
• Prizes will be awarded to the straightest drives (#14)
• Putting Contest on practice green beforehand

Winners will be announced, and the raffle drawing will be conducted after the cocktail reception. You can purchase mulligans (maximum of three per player), raffle tickets, and entry for competition holes on the day of the tournament (mulligans and raffle tickets can be purchased online too).

Those who register as individuals will be randomly grouped with other teams prior to the tournament.Format:
• 4-person scramble
• All players tee-off (Must use at least one drive per player on both front and back nine).
• The best drive is selected by the team. Each player then hits a second shot from the chosen first shot site.
• The best second shot is selected by the group. This process is repeated until the hole is completed.
• Total gross score will determine the winners.
• Handicaps will not be factored.
• There is a bogey max on each hole to speed up play.

CFAOC members use code "CFAOC" for a member rate

For further information, please contact [email protected] or [email protected]


 Hyatt Regency Huntington Beach Resort & Spa

21500 Pacific Coast Highway
Huntington Beach, CA 92648

7/15/2022 8:00 AM7/15/2022 6:30 PM

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The CFA Society Orange County Wealth Management Symposium is geared for leaders in the wealth advisory community who want to take their practice to the next level. The conference is designed for financial advisors, investment managers, and other private wealth industry professionals to learn about innovative strategies and best practices.