Upcoming Events

Introduction to Direct Indexing with Aperio

At first it was customized equity Separately Managed Accounts (SMAs) for High Net Worth (HNW) and institutional investors. Then after a couple of decades, the term "Direct Indexing" was coined, despite the same investment strategies -- just more investor interest!     You are invited to attend this event to learn about Direct Indexing, and how these equity SMAs can be customized. For the HNW segment of the market place, why and when Direct Indexing with Tax-Loss Harvesting may make sense (hint: tax bracket, Schedule D gains, final asset disposition, and time horizon). Is Direct Indexing the right solution for everyone (hint: not even close)? But, for those where it may make sense, how attractive can the tax economics be?  To  view the Sp eaker's bio - click here!  Register Now!

28th Annual GIPS® Standards Conference

Join CFA Institute at the 28th Annual GIPS® Standards Conference in San Diego, California!    This is the must-attend event for performance and compliance professionals. Industry and regulatory experts will discuss the latest trends and challenges in investment performance. 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 Marriott Marquis San Diego Marina to hear from industry experts and network with industry colleagues.   Access full conference information, including hotel rates and registration options, by clicking here .   While CFA Institute hopes you will attend the conference in San Diego, they understand that some may not be able to make the journey. For this purpose, they will be offering a digital content package. The digital content package will consist of select recordings from the live sessions along with additional content from CFA Institute and sponsors. It will be accessible following the conference 3 October 2024 – 31 January 2025 and is included with in-person registration.

Join CFA Society Los Angeles for the PORTFOLIO Conference and Save! - 9/25

Email  [email protected]  for the discount code!

Join CFA Society Sacramento for East Sac Chamber of Commerce Annual Golf Classic

A Day of Fun on the Greens at Haggin Oaks!  A day on the fairway to enjoy other chamber members while creating networking opportunities and building community relationships. Each tournament yields multiple four-person teams playing in a scramble format. Teams enjoy 18 holes of golf, continental breakfast, lunch, 19th hole party, shirt, hat, and swag bags.  CFA Society Sacramento is excited to take part in the East Sac Chamber of Commerce Annual Golf Classic, fielding as many foursomes as our members wish. We offer members a reduced rate of $100, with the standard rate for non-members being $200.  Friday, October 18, 2024 Registration: 8:30 am | Shotgun Start: 10am | 19 th Hole: 3-7pm  Register now!