Join us for our Annual Charterholder Dinner and Holiday Party with CFA Society Orange County! This annual event brings together our newly awarded Charterholders for an evening of fun and recognition.
Back by popular demand- Bruce Emken, CFA, CIMA, CAIA,
With his fun and unique “12 Days Of Christmas”
$55 per Member, $125 per Non-Member
Register Today
Sponsorships are available! Download sponsor packet here.
Keynote Speaker: Lauren Goodwin, KKR
Lauren Goodwin (New York) joined KKR in 2026 and is a Managing Director and the Chief Investment Strategist for the firm's Global Wealth Solutions business. Ms. Goodwin works closely with KKR's Global Macro and Asset Allocation (GMAA) team to deliver macro and market insights, educational resources, and portfolio frameworks to financial advisors.
Prior to joining KKR, Ms. Goodwin served as Chief Market Strategist at New York Life Investments, where she led the Global Market Strategy team and was responsible for economic and market research, asset allocation, and thought leadership.
She previously held senior roles within the firm's Multi-Asset Solutions team focused on research, asset allocation, and portfolio strategy. Earlier in her career, Ms. Goodwin held economist positions at Wells Fargo, Frontier Strategy Group, J.P. Morgan, and the Organization for Economic Cooperation and Development (OECD). She developed the CFA Institute’s curriculum on geopolitical risk, and is a member of the Milken Institute Young Leaders Circle.
Ms. Goodwin holds an M.A. in International Economics from Johns Hopkins School of Advanced International Studies (SAIS) and a B.A., summa cum laude, in International Relations from the University of Southern California. She is a CFA charterholder.
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