A Member of the CFA Institute Global Network of Societies
Setting the Highest Standard for the Orange County Investment Community
The Society's mission is to provide a forum for investment professionals to build strong and valuable networks, expand industry knowledge, and promote the highest standards of ethical and professional conduct.
Our events and programs are open to all investment professionals as well as interested graduate and undergraduate students; you do not have to be a CFA charterholder to participate.
6/15/17 -- Midyear Economic Forecast Dinner: Daniel J. Fuss, CFA, CIC, Vice Chairman, Loomis Sayles & Co., will be the keynote speaker, at The Pacific Club, Newport Beach.
7/20/17 -- Annual Wine Tasting at the American Legion, Newport Beach.
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