Upcoming Events

Western Region Speaker Series: State Street IM Presents " How to do more for the core"

Join us for Our next Western Region Speaker Series Sector investing can be a cost-efficient and powerful portfolio construction tool to help investors optimize the core by pursuing strong-performing sectors to capture outperformance, while reducing costs and risks associated with individual stock selection. Join the experts at State Street Investment Management and learn how you can do more for your core with a sector strategy.   Topics covered will include: An overview of sector investing The role sectors play in portfolio construction Exploring cyclical sector trends driving momentum Financial planning considerations Virtual Event Thursday, August 20th 1:00 - 2:00pm PT Register now!

Our Next Social Mixer and Member Meeting is at Yard House

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.

Announcing CFA Institute's 30th Annual GIPS Standards Conference

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!

Save the Date - Holiday Event & New Charterholder Recognition