Upcoming Events

May Social & Panel Event: How AI is Disrupting Our Industry

May Social & Panel Event: How AI is Disrupting the Financial Industry? Join our panel of experts to discuss ways artificial intelligence (AI) is impacting the financial industry from the way we invest, how we engage with our clients, to the career implications.  This May Social event is also an opportunity to network with members of CFA OC, Women in ETFs, and other financial professionals.   Register Today Download Flyer Agenda: 4:30pm - 5:15pm: Networking, appetizers & cocktails 5:15pm - 6 pm: Panel session 6pm - 6:30pm: More networking, dessert & cocktails Panelists: Lu Yu, CFA Managing Director, Lead Portfolio Manager, Virtus Systematic Julia Bonafede, CFA  President, Jobs Peak Advisors, LLC Jon Cook, Founder Keynote Content Moderator Jane Edmondson Head of Index Product Strategy, TMX VettaFi Co-Head of Women in ETFs, SoCal Chapter

The BEAT – An Eye on Capital Markets and How It Affects Clients (WRS Series)

Eaton Vance & Morgan Stanley’s very own Greg Waterman joins us as we discuss “The BEAT”! The BEAT provides connectivity between changing market events and implications for investor portfolios. Spanning Bonds, Equities, Alternatives, and Taxes, this monthly review delivers timely information across a broad array of markets and investment topics. Each edition explores investment ideas, identifies areas of focus, and provides a comprehensive outlook on asset allocation—all supported by a concise review of economic and asset class data through clear and impactful charts. We believe The BEAT is a critical desk reference that enables more informed discussion and understanding of financial markets.   " The BEAT – Conversation & 2026 Highlights”: Stay Current : Get the latest insights on market trends, economic outlook, and asset allocation strategies. Comprehensive Coverage : Learn about developments in bonds, equities, alternatives, and tax considerations. Actionable Ideas : Discover investment themes and areas of focus for client portfolios. Data-Driven : Benefit from clear, impactful charts and analysis to support your conversations with clients. Market Outlook : Analysis of recent volatility, policy changes, and economic growth prospects. Asset Allocation : Tactical views and representative allocations across asset classes. Investment Themes : Understanding U.S. Policy Volatility: The New Normal, Peak Tariff Uncertainty: Next Up Is Tax Policy, European Exceptionalism?, The Soft Parade: Data May Get Worse Before it Gets Better Tax Strategies : Views on asset location and tax-efficient investing. Register Here! Featured Speaker: Greg Waterman Greg is an Executive Director in the Portfolio Solutions Group at MSIM, based in New York. Within the Capital Markets team, he focuses on macro and asset allocation research with a particular emphasis on U.S. equity. He has 20 of industry experience. Prior to joining the firm in 2020, he was a senior equity analyst at Cortina Asset Management, a boutique long-only investment management firm focused on small-cap equities. His responsibilities at Cortina included both sector coverage and a role guiding portfolio strategy. Greg began his career at Goldman Sachs in the Global Investment Research division, where his role grew to include lead coverage of the specialty pharmaceuticals sector. Greg received a B.A. in Economics, cum laude, from Duke University. He holds the Chartered Financial Analyst designation.

Invest in Yourself Networking Event - May

Come join us for another opportunity to network with other financial services professionals both members and non-members! Enjoy drinks and appetizers as you meet-and-greet with new associates. Members: Free Non-Members: $20 Register Today!

Thrive: Enhancing Outcomes through Collective Change

At a time of rising geoeconomic risk, rapid investment industry evolution and multi-generational technological change, we need our best brainpower available. To address this imperative, CFA Institute has chosen to focus our second Thrive conference on the implications for human capital.  How do we create effective working environments, help our brains flourish and boost group thinking while navigating the necessary discomfort of productive disagreement? How do we build teams, help them to collaborate and communicate effectively for innovative problem solving? What is the role of artificial intelligence (AI) and agentic AI in investment and how do we embed the ethical, investment expert "human in the loop"? Join us for an intensive day addressing the answers to these and many other questions. Register Here

Annual Membership Meeting: Join us for Pickleball!

Join us for a different take on our Annual Membership Meeting...this event brings together our society for official CFAOC business but also some fun this year! Don't want to play? That is ok! We have plenty of space for networking amongst our group. Also, we'll have instruction available from pros to help those who may be novice. Register Today!

6th Annual Golf Tournament

Join us for our 6th Annual CFAOC and FPAOC Golf Tournament! We will meet at Arroyo Trabuco Golf Club in Mission Viejo for a fabulous day of golf, fun, camaraderie, and more! Participation in the Golf Tournament includes networking, breakfast, lunch, balls for the driving range, complimentary tee prizes, 18 holes of golf (cart included), cocktail reception, a raffle and awards ceremony. For those newer to golf or unable to commit to the full event, there will be a golf clinic from 2-3pm 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 Hole in one challenge: $10,000 cash prize plus hole-in-one prizes on all other par 3s Prizes will be awarded to the longest drives Prizes will be awarded to the straightest drives Putting Contest on practice green beforehand Winners will be announced, and the raffle drawing will be conducted after the cocktail reception.   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.

Invest in Yourself Networking Event - June

Save the Date!

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.