Upcoming Events

Join us for Vanguard’s Advisor’s Alpha®: Past, present, and future - WR Speaker Series

Twenty-five years ago, Vanguard developed the Advisor’s Alpha framework to help advisors improve client and practice outcomes by focusing on what clients want and what advisors can control. Vanguard’s research shows that relationship-based services often lead to increased retention and referrals, ultimately growing business.   Join us for this exclusive webinar presented by Vanguard’s Chris Pettit, which will provide:   A reflection on the evolution of the Advisor’s Alpha framework over the past 25 years. The evolution of the advice industry alongside  Advisor’s Alpha. Opportunities for advisors and their clients today. To view the Speaker Bio -  click here!   July 31st  1:00 - 2:00 pm PT Virtual Event  Register Now 

TSAA-SF Annual Conference

Early registration for the  TSAA- SF   Annual Conference  is now open! Join us September 5th, 2025  in  San Francisco  at  Golden Gate University  for the  TSAA- SF   Annual Conference ! The TSAA- SF   Annual Conference  will provide members with opportunities to learn from industry professionals and network with fellow members, finance professionals, and technical analysis practitioners. Friday, September 5th, 2025  Golden Gate University 8:00 - 5:00pm Register Now!

Virtual Career Development Expo and Job Fair - Western Region

We are eager to have you join us and fellow Charterholders at the upcoming  Virtual Career Development Expo and Job Fair.  New this year, we have expanded our employers beyond California to the Western Region. We are excited to invite you to participate in the upcoming Virtual Career Development Expo and Job Fair, presented by CFA Society Los Angeles in partnership with CFA Society Colorado, CFA Society New Mexico, CFA Society Phoenix, CFA Society Sacramento, CFA Society San Diego, CFA Society San Francisco, CFA Society Seattle, and CFA Society Tucson on  Friday, October 10 th , 2025   from  11:00 AM to 5:00 PM PT . This exclusive event is designed to develop your career and connect you with top finance employers. Whether you’re looking to grow your skills or simply expand your network, you will have access to panels, roundtable sessions with leading companies, and interviews with eligible firms. This is a great opportunity to learn about company cultures and create connections throughout the Western Region. Some of the past firms who have participated in our Virtual Career Expo: ·        Advisor Business Solutions ·        Aristotle Capital Management LLC ·        Arixa Capital ·        California Department of Insurance ·        CalPERS ·        CalSTRS ·        Capital Innovations ·        Dimensional Fund Advisors ·        EAM Investors ·        Farmers and Merchant Bank of Long Beach ·        JP Morgan Chase ·        Oaktree Capital ·        Payden & Rygel ·        RSS ·        SEC ·        SSI Investment Management LLC ·        Wells Fargo Advisors ·        Western Asset Wilshire ·        And MORE! We encourage you to attend the Expo and take advantage of its services. If you or your firm is interested in exhibiting, we would love to have you and support your recruitment needs. For more information as an exhibitor,  click here . Register now and reserve your spot by visiting our  Virtual Career Development Expo website ! If you are an active member or candidate of CFA Society Sacramento, please email us at  [email protected]  for your discount code to receive the member/candidate price of $20.

Join CFA Society Los Angeles for the PORTFOLIO Conference and Save! - 10/30

Email  [email protected]  for the discount code!

Join us for CFA Society Sacramento's Golf Tournament

Join us for a swingin' day of golf and business networking on the Ancil Hoffman Golf Course. Connect, unwind and tee up new opportunities at our CFA Society Sacramento's Golf Tournament. Network with finance professionals while enjoying a day on the links. Past attendees have included Investment Directors, Portfolio Managers, and other investment professionals at organizations such as CalPERS and CalSTRS. We will provide shotgun start tee times, shared golf cart, driving range, complimentary lunch reception with two drink tickets, and the chance to build and reinforce your most important professional relationships at the golf course. TOURNAMENT PRIZES & AWARDS: ·     Lowest Score Winner ·     Longest Drive & Closest to Pin ·     Prizes include free rounds of golf   When: Friday, November 7th ·     7:30 am - Registration | Range Practice ·     8:30 am - Shotgun Start ·     12:00 pm - Lunch, Networking & Awards Where: Ancil Hoffman Golf Course 6700 Tarshes Dr, Carmichael, CA 95608 Cost: ·     CFA Society Sacramento Members - No Charge ·     Guests of Members - $50 Per Person (Limit 3) ·     Non-Members - $125   ⚠️ LIMITED TO FIRST 64 PLAYERS - REGISTER EARLY! The Golf Club offers golf club rentals for $50.   All skill levels welcome! Perfect opportunity to network with fellow investment professionals in a relaxed setting. Register Now!

Announcing CFA Institute's 29th Annual GIPS Standards Conference

Join CFA Institute at the 29th Annual GIPS® Conference in Phoenix, AZ!   Join us for the return of our premier event for performance, investment, and compliance professionals from both investment management firms and asset owners to learn about the newest developments with the Global Investment Performance Standards (GIPS® standards).  This year’s conference will feature sessions on best practices for complying with the GIPS standards, the SEC Marketing and Private Fund Adviser rules and related exam matters, and the use of AI in investment management.    Join CFA Institute at the Sheraton Grand at Wild Horse Pass in Phoenix to hear from industry experts and network with industry colleagues.   Access full conference information, including hotel rates and registration options, by  clicking here .  For an additional $100 off in-person registration enter discount code GIPSAZ.  For those who can’t make it to Phoenix, CFA Institute offering a Digital Content Package that includes select recordings from live sessions along with additional content from CFA Institute and the sponsors. The content will be available between 1 December 2025 and 31 January 2026 and is included with the cost of in-person registration.