Upcoming Events

Invest in Yourself Networking Series - February

February 20th 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 are Free! Non-Members: $20 Register today!

ALTSLA 2025

THE WEST COAST’S PREMIER ALTERNATIVE INVESTMENT CONFERENCE March 17–19, 2025 | Los Angeles Presented by CFA Society Los Angeles, CAIA, and the California Alternative Investment Association–CalALTS, ALTSLA stands as the annual meeting point and educational hub for those craving the latest in alternative investment news and developments. A gathering of minds from across the country, ALTSLA is meticulously designed to fulfill one critical purpose: equipping YOU with the indispensable knowledge needed to propel your business forward. CFA Society Orange County 25% discount code: CFAOC25 Register Here!

Invest in Yourself Networking Series - March

Save the Date! March 20 (March Madness) 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 are Free! Non-Members: $20 Sponsored by 

Elevate 2025: Portfolio and Practice Management Summit

SAVE THE DATE! Elevate 2025: Portfolio and Practice Management Summit on April 24 at Lido House in Newport Beach. 

Invest in Yourself Networking Series - May

Save the Date! May 15 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 are Free! Non-Members: $20

Invest in Yourself Networking Series - June

Save the Date! June 19 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 are Free! Non-Members: $20