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.
11/19/16 -- Level 1 Mock Exam, UCI
12/13/16 -- Charter Recognition and Holiday Dinner at The Pacific Club
1/19/17 -- Luncheon Event: Matt Moran, VP, Chicago Board Options Exchange (CBOE), will speak at The Pacific Club
9/23/16 -- FPA of Orange County: Allied Professionals Summit 2016, with keynote speakers Scott Baugh "The Republican", Lou Correa "The Democrat", and Bonner Paddock, OM Foundation; 11:30 a.m., The Pacific Club, click here for more details and to register.
10/25/16 -- ALTS Conference in Orange County; more details soon!
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