Upcoming Events

Macro Risks and Market Opportunities for the Second Half of 2026 (WR Speaker Series)

The U.S. economy enters the second half of 2026 on strong footing, though risks around oil prices, inflation, labor markets, and geopolitical uncertainty remain elevated. At the same time, the automation revolution continues to support corporate profitability and productivity, creating a notable divergence between fundamental expectations and recent market action.  This session will explore the macro backdrop, the potential implications for earnings and economic growth, and where investors may find opportunities across secular themes, select cyclicals, and areas of the market that may be oversold. Register Here Download the Flyer Speakers: Scott Helfstein, Ph.D. Head of Investment Strategy, Global X Since joining Global X in 2022, Scott has led a team focused on investment opportunities, insights, and tailored solutions. Previously, Scott held senior investment and research roles at major financial institutions and public sector organizations, including Morgan Stanley, ProShares, and the Federal Reserve. Scott holds a Joint Doctorate in Public Policy and Political Science from the University of Michigan, an MA in War Studies from King’s College (London), and a BBA in Finance from The George Washington University. Michael McCubbin, Regional Director, Global X Michael leads client relations in the Pacific Northwest, working with Advisors on ETFs. He joined Global X in 2019 after roles in institutional services at Natixis and private wealth at UBS. He has been active in CFA San Francisco, serving on MPAC and as Chair of the Young Leaders Council. He also volunteers for environmental and health-focused nonprofits. Michael holds a degree from the Haslam School of Business at the University of Tennessee.

Invest in Yourself Networking Event - June

Join us for Happy Hour! Relax and unwind, enjoy a drink and some appetizers - all while getting the chance to network with other financial services professionals! Open to members and non-members! Register Here

Inaugural CFAOC Book Club! (Members Only)

Join CFA Society Orange County for a members-only, in-person book club event on Thursday, July 23rd from 5:30-7:30pm. The featured book will be AI Snake Oil: What Artificial Intelligence Can Do, What It Can’t, and How to Tell the Difference from authors Arvind Narayanan & Sayash Kapoor. Join us for an evening of books, discussion, and happy hour! Register Here! Book Description: AI is everywhere—and few things are surrounded by so much hype, misinformation, and misunderstanding. In AI Snake Oil, computer scientists Arvind Narayanan and Sayash Kapoor cut through the confusion to give you an essential understanding of how AI works, why it often doesn't, where it might be useful or harmful, and when you should suspect that companies are using AI hype to sell AI snake oil—products that don't work, and probably never will. While acknowledging the potential of some AI, such as ChatGPT, AI Snake Oil uncovers rampant misleading claims about the capabilities of AI and describes the serious harms AI is already causing in how it's being built, marketed, and used in areas such as education, medicine, hiring, banking, insurance, and criminal justice. The book explains the crucial differences between types of AI, why organizations are falling for AI snake oil, why AI can't fix social media, why AI isn't an existential risk, and why we should be far more worried about what people will do with AI than about anything AI will do on its own. The book also warns of the dangers of a world where AI continues to be controlled by largely unaccountable big tech companies. By revealing AI's limits and real risks, AI Snake Oil will help you make better decisions about whether and how to use AI at work and home.