Upcoming Events

Future Proof Festival

Your Pass to the world's largest wealth festival Future Proof is a premier wealth management event bringing together financial advisors, private investors, asset managers, fintech companies, and more. The event features informative sessions, networking opportunities, and cutting-edge industry insights. Join us in Huntington Beach, CA, from September 14-17, and be a part of the wealth management ecosystem’s evolution. September 14-17, 2026 Huntington Beach, CA Learn More and Register Here

Fixed Income Series 2026

Online Workshop Series 10 Classes, 1 st  Class Begins September 15th, 2026 – Recordings Available for All Classes 5:00 PM - 7:00 PM (PT) Pricing for Series: $300 (Members); $350 (Non-Members) Member Discount Code for Series: FISeriesOC26 Pricing for Individual Classes: $40 (Members); $45 (Non-Members) Member Discount Code for Individual Courses: FISeriesICOC26 https://www.cfala.org/i4a/ pages/index.cfm?pageid=7062

Invest in Yourself Networking Series - September Happy Hour

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. Location: VEA Newport Beach, A Marriott Resort & Spa, 900 Newport Center Dr, Newport Beach, CA 92660 Register Here

Level II Ethics Workshop - Sep 2026

Zoom Workshop Saturday, September 19th, 2026 10:00 AM - 11:30 AM FREE FOR EVERYONE https://www.cfala.org/i4a/ pages/index.cfm?pageid=7048

Invest In Yourself Networking Series: October Happy Hour

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!

Level II Fixed Income Workshop

Zoom Workshop Saturday, October 17th, 2026 10:00 AM – 12:00 PM FREE FOR EVERYONE https://www.cfala.org/i4a/ pages/index.cfm?pageid=7069

PORTFOLIO

PORTFOLIO 2026 is CFA Society Los Angeles’ signature all-day immersive experience designed for the local and broader investment community. As markets navigate geopolitical fragmentation, shifting trade protections, and a critical post-midterm market outlook, traditional asset allocation frameworks are being completely redefined. Highlighting this year's program is a brand-new, comprehensive AI Track designed to explore the profound impact of artificial intelligence across the entire investment lifecycle. This dedicated track will dive into the physical infrastructure of data centers, cutting-edge investment tools, and the critical ethical implications shaping the future of finance. Attendees will gain direct access to local and global thought leaders discussing the macroeconomic forces and industrial policies structurally altering global capital flows. Covering both traditional and alternative asset classes, PORTFOLIO 2026 explores the strategic active-versus-passive management choices that shape portfolios and the innovative vehicles allocators use to navigate them. Sessions will dive into the underwriting standards of hybrid public-private funds, institutional pathways for digital asset tokenization, and the supply chain pressures redefining natural resources and commodity markets. Join your peers for a day of deep insights, forward-looking dialogue, and unparalleled networking. PORTFOLIO is where Southern California’s investment professionals come to challenge perspectives, connect ideas, and lead the future of finance. Register now to secure your seat. CFA OC members save up to 65% off the regular registration fee; email  [email protected]   for your discount code. Register Now

Annual CFAOC Charterholder Dinner and Holiday Party

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. Register Here