Upcoming Events

Investor Speaker Series: The Importance of Adaptability & Resilience in Investment Management

Please join us for our upcoming Investor Speaker Series event featuring Sanjay Ayer, Portfolio Manager and Equity Research Analyst at WCM Investment Management, one of the most respected growth-oriented investment firms in the country.  Sanjay is a very thoughtful investor with an enviable track record and will draw on his experience to share how adaptability and resilience are crucial to long-term success in investment management. The Investor Speaker Series event is an exclusive and interactive event designed to bring our members up close with some of the most accomplished investment professionals in our region. Each gathering features ample time for in-depth and meaningful Q&A. Whether you're a seasoned practitioner or early in your career, you'll leave with fresh perspective and deeper insights into the art of investing.  Space is limited, so we encourage you to register early. We look forward to seeing you there. REGISTER HERE Download Flyer Speaker: Sanjay Ayer Portfolio Manager and Equity Research Analyst WCM Investment Management Sanjay joined WCM in 2007; his primary responsibilities are portfolio management and equity research for WCM's global, fundamental growth strategies. Since he began his investment career in 2002, Sanjay's experience includes a position as Equity Analyst at Morningstar, Inc. in Chicago, where he covered the gaming, cruise, and online travel industries, and an earlier position at J. & W. Seligman & Co. in New York as a performance analyst. Sanjay graduated Phi Beta Kappa from Johns Hopkins University (Maryland) with a B.A. in Economics and B.S. in Applied Mathematics.

Beach Clean Up with Ocean Defenders

Join CFAOC for a giveback event where we will gather to do a beach clean up with Ocean Defenders. Bring the family! There is a gate you can drive through at the corner of Edinger Blvd and Saybrook Lane.  You will see an ODA banner hanging on the fence that runs along Edinger near that gate. Attire: Wear closed-toe shoes, clothes that you don't mind getting dirty, and bring gloves if you have them. If not, there may be a few available to attendees. Bring water and sunscreen. All attendees will need to sign a waiver upon arrival “Bolsa Chica channel runs along Edinger Blvd, between the Huntington Harbor area and Bolsa Chica street.  Roughly 1.5 mile stretch.   RSVP Here! Thank you to our generous sponsor! Read more about the efforts to clean up the channel here .

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

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

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