Upcoming Events

Join us for Our May Hike & Coffee Social Event

We’ve been brainstorming ways to make our socials a bit more exciting—and what better way to kick off the summer than with our very first CFA Society hike! Join us for a scenic and energizing morning on the Lake Clementine trail on Saturday, May 16. It’s a great chance to get outdoors, connect with fellow members, and enjoy some fresh air before the day warms up. What to expect:  * **Meet-up: Trailhead at 8:00 AM (there is paid parking available along Old Foresthill RD - see  alltrails link )  Please note that the parking fee is 10$ per vehicle and requires payment in cash through either payment at the ranger station near the trailhead, or through various drop off boxes near parking stalls (a short parking pass will need to be completed with your vehicle information, so please bring a writing utensil and exact change).   ***Hike duration:  ~2–2.5 hours (moderate difficulty, depending on pace)   ***Post-hike:  Around 11:00–11:30 AM, we’ll head to a charming local spot in historic downtown of Auburn, The Pour Choice, for coffee (or a drink of your choice), and some relaxed social time with fellow society members. What to bring:  * Plenty of water (it may be warm!)  * Sunglasses, hat/cap, sunscreen – to keep our faces young and glowing (!)  * Comfortable hiking shoes (moderate trail)  * $10 in cash for parking  * A pen or pencil for filling out parking form Next steps: Please **RSVP** at your earliest convenience so we can plan logistics accordingly. We’ll send a follow-up email as we get closer to the event, to coordinate potential carpooling options. Of course, you’re also welcome to meet us directly at the trailhead if that’s easier. We’re looking forward to seeing you there and starting together a summer of exciting Society socials! Cost: Free for Everyone |  Please note, you are welcome to bring your spouse/significant other and kids however, the society will pay for beverages only for members of the society.   Saturday, May 16th 8:00 am - 12:30pm Clementine Trailhead  139 Old Foresthill Road Auburn, CA 95603 REGISTER NOW!

Eaton Vance - The BEAT - Virtual Event - WR Speaker Series

CFA Institute's Thrive LA Conference

At a time of rising geoeconomic risk, rapid investment industry evolution and multi-generational technological change, we need our best brainpower available. To address this imperative, CFA Institute has chosen to focus our second Thrive conference on the implications for human capital.  How do we create effective working environments, help our brains flourish and boost group thinking while navigating the necessary discomfort of productive disagreement? How do we build teams, help them to collaborate and communicate effectively for innovative problem solving? What is the role of artificial intelligence (AI) and agentic AI in investment and how do we embed the ethical, investment expert "human in the loop"? Join us for an intensive day addressing the answers to these and many other questions. Join us at Omni Los Angeles Hotel on 28 May 2026 for Thrive: Enhancing outcomes through collective change. Thursday, May 28th 7:00 am - 5:15pm Omni Los Angeles Hotel 251 South Olive Street  Los Angeles, CA 90012 Register Now!

Join TSAA-SF for 2026 Mid-Year Charting Session - Virtual Event