Join Orange County's investment community for our cherished Annual Holiday and New Charterholder Dinner—a festive celebration that brings together industry professionals to honor our newest charterholders and reflect on our collective achievements.
Event Highlights
Featured Presentation
Bruce Emken returns by popular demand with his beloved "'Twas the Night Before Christmas" parody, bringing joy and holiday spirit to the evening.
Keynote Speaker
We're honored to welcome Stephanie Aliaga from J.P. Morgan Asset Management as our keynote, adding prestige to this special occasion.
What to Expect
This memorable evening offers an exceptional opportunity to:
- Celebrate and recognize our newest CFA charterholders
- Network with fellow investment professionals across Orange County
- Enjoy festive holiday entertainment in an elegant setting
- Connect and build relationships within our vibrant community
The Annual Holiday and New Charterholder Dinner represents the pinnacle of our community's holiday celebrations, combining professional recognition with seasonal joy in one unforgettable evening.
Sponsorships are available!
Download Sponsorship Packet
Register Here
Thank you to our sponsors:




