Upcoming Events

Join CFA Society San Francisco for The Future of Investing Symposium

CFA Society San Francisco is delighted to announce our upcoming premier in-person event, The Future of Investing Symposium, on May 15th at San Francisco City Hall. Up to 300 investment professionals will gather to   hear insights from local and international thought leaders on geopolitical shifts, socioeconomic changes, and digital transformation . Attendees will gain insights on harnessing opportunities and approaching new challenges, enabling them to stay current and best serve their organization’s and clients’ needs in this rapidly changing world. Join wealth managers, family office professionals, major pension fund representatives, RIAs, treasury professionals and many more at this landmark event.  In addition to the 45-minute conversation on the future of investing, this event will also serve as a celebration of the Society's 95th year serving the investment community! During the 2-hour networking reception, attendees will enjoy opportunities to converse with likeminded investment professionals, thought leaders, and exhibitors while engaging in a variety of fun and interactive experiences! If you are an active member of CFA Society Sacramento, please email us at  [email protected]  for your discount code to receive the member pricing.

Maximizing Portfolio Returns Via Federal Reserve Policy

CFA Society Sacramento and CFA Society Portland invite you to a very timely event. --------- The market is anticipating a Fed interest rate cut (or series of cuts).  How can investors navigate anticipated Fed action? ----------- Please join us for a highly interactive discussion. Based on decades long research we’ll see how Fed monetary policy impacts asset classes. Finance professors and co-founders of Economic Index Associates LLC – Luis Garcia-Feijoo, PhD, CFA, CIPM and Robert Johnson, PhD, CFA, CAIA, CLF will highlight their Fed monetary policy research, offering insights into how investors might navigate Fed action near term and longer term. ----------- To view the speaker's bios - click here! Register Now!

California Virtual Career Development Expo

Join us, in partnership with CFA Society Los Angeles, for a virtual event tailored to benefit everyone by connecting society members with top employers, industry experts, and peers. Whether you are seeking your next step or aiming to expand your professional network, this career development expo is designed to empower your journey. Attendees:  Build your network, connect with firms and employers, and enhance your professional development. Seize the opportunity to navigate your own path via the Career Development Expo's expert panel and roundtable presentations. Attending the Expo offers a unique opportunity to connect with a diverse array of employers throughout California. Employers: Build your network and connect with CFA charterholders, CFA Program candidates, and investment professionals who are looking to further their careers. Show future applicants and clients how your company operates in culture and hiring practices during the roundtable sessions. For more information and to register - click here . If you are an active member of CFA Society Sacramento, please email us at  [email protected] for your discount code to receive the member price of $10.  

Join CFA Society SF for Philanthropy in Wealth Management: A Conversation about Donor Advised Funds

Over the last decade, the rise of Donor Advised Funds (DAFs) has changed the philanthropic landscape and how donors and clients engage with their wealth and charitable giving allocations. In 2022, grants from DAFs and contributions to DAFs reached all-time highs, and assets held in DAFs hit almost $229 billion. What are the trends related to Donor Advised Funds? What are the criticisms? How do the new proposed IRS regs impact investment advisors? Pamela Doherty, Senior Director of Gift Planning at the San Francisco Foundation, will explain and discuss DAFs and will share suggestions and resources to help you incorporate the option and the topic of philanthropy into your work with clients. This event is brought to you by the CFA Society San Francisco Young Leaders Council. Register Now 

A Professional Investor’s Guide to Bitcoin & Crypto

Bitcoin, blockchain, and cryptocurrencies attract a huge amount of attention, but it can be frustratingly hard for professional investors to get balanced information about the topic. In this special one-hour presentation, Matt Hougan -- CIO for Bitwise Asset Management and the co-author of the CFA Institute Research Foundation’s “Cryptoassets: A Professional Investor’s Guide to Bitcoin, Blockchain, and Cryptocurrency” -- takes a no-jargon/no-hype/data-driven approach to explaining Bitcoin, what crypto really is, what it’s not, and what role it can play in an investor’s portfolio.  You’ll learn how to value Bitcoin, different crypto assets, why different crypto assets exist, and how crypto is connected to the fundamentals of blockchain technology. To view Mr. Hougan's bio - click here! Register now! There will NOT be a replay of this event. 

Join CFA Society San Francisco for The Importance of Alternative Investments in 2024 & Beyond

s attitudes toward investing shift from generation to generation, younger investors are more interested in alternative investment opportunities. Young investors are three times more likely to invest in alternatives than older generations. So, what does this mean for you and your organization? Are you prepared to handle the investment preferences of younger and more aggressive investors? How can you better navigate the impending generational wealth transfer? Join this informative webinar, hosted by Kaplan Financial Education, as the panel of experts explore how to prepare your firm to better handle the generational wealth transfer and the investment preferences of a new breed of younger and more aggressive investors. Register Now

Our Next Social Mixer is at House Kitchen & Bar

Come and mingle with fellow CFASS members, learn about exciting events and ways to get involved. Appetizers and refreshments will be hosted by CFASS.   Date:  Thursday, May 23rd    Venue:  House Kitchen & Bar 555 Capitol Mall  Sacramento, CA 95814 Cost:  CFASS Members: Free | Guest: $30 Please register so we have an accurate count for our mixers.   REGISTER NOW! Please note that we are using a new registration system. You will have to use your CFA Institute Login to register for all events going forward. We look forward to seeing you all there!

Join CFA Society Los Angeles for Ethical Decision-Making Workshop

Do only "bad" people make ethically questionable decisions? In today's fast-paced and high-pressure world, busy finance and investment professionals often face ethical dilemmas where they must choose between competing and equally compelling options. Thought the use of real-life examples, we will identify the internal and external forces that can lead any conscientious professional to act unethically. Participants will have an opportunity to consider a series of short, real-life case studies and vote on the best (and, in some cases, the least-worst) outcome. If you are an active member of CFA Society Sacramento, please email us at  [email protected]  for your discount code to receive the member pricing. Register Now