Upcoming Events


  • Thursday
    20
    August

    Our Next Social Mixer and Member Meeting is at Yard House

    Aug 20, 04:30 PM - 06:30 PM (PT)
    Come and mingle with fellow CFASS members, learn about exciting events and ways to get involved. Appetizers and refreshments will be hosted by CFASS.  In accordance with the CFA Society Sacramento Bylaws, the election of the Board of Directors will take place during this Social Mixer & Member Meeting.  Date:  Thursday, August 20th   Venue: Yard House 405 K St. #100 Sacramento, CA 95814 Cost: CFASS Members: Free | Guest: $30 Please register so we have an accurate count for our mixers.   REGISTER NOW! To provide members with an opportunity to review the candidates in advance, we are pleased to share the slate of nominees prior to the meeting. We encourage all eligible voting members to familiarize themselves with the candidates and attend the event to participate in the election. The following individuals have been nominated for election to the CFA Society Sacramento Board of Directors: ·     Brian McQuade, CFA, CAIA, CIPM – Past President ·     Rafael Gracia, CFA – President ·     Jane Delfendahl, CFA – Vice President & Co-Programming ·     Nancy He, CFA, FRM, CAIA – Co-Programming ·     David Karas, CFA, CAIA – Secretary ·     Anthony Schmitz, CFA – Treasurer ·     Lan Liu, PhD, CFA – University Outreach ·     Sean Ehrlich, CFA, CAIA, CMT – Director ·     Sharon Jou, CFA – Director ·     Aili Li, PhD, CFA – Director ·     Chang Liu, PhD, CFA – Director ·     Misty Watson, CFA, MSF – Director   Click here to view each nominees' bio.    We appreciate your participation and look forward to seeing you at the Social Mixer & Member Meeting.
    Sacramento, CA, United States

  • Tuesday
    10
    November

    Announcing CFA Institute's 30th Annual GIPS Standards Conference

    Nov 10 - 11, (ET)
    Join CFA Institute at the 30th Annual GIPS® Conference in Philadelphia, PA.   Join us at the 30th Annual GIPS® Standards Conference, taking place10–11 November 2026 at the Loews Philadelphia Hotel. This milestone event will bring together investment performance professionals from around the world to explore the trends, challenges, and opportunities shaping the industry. Sessions will cover AI and its impact on performance measurement and reporting, private market developments, SEC examinations, GIPS Standards updates, and insights from the GIPS Standards Help Desk. Connect with peers and hear from leading industry and regulatory experts as they share practical perspectives and best practices. Click here   for more information!
    Philadelphia, PA, United States

  • Thursday
    3
    December

    Save the Date - Holiday Event & New Charterholder Recognition

    Dec 3, 06:00 PM - 09:00 PM (PT)
    Sacramento, CA, United States