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 Sponsorship Opportunities


CFA Society San Diego has ​redesigned our sponsorship offerings for 2022 and we need your help to continue to serve our investment community. Check out our Sponsorship Brochure.

Most opportunities are a la carte and focused on a specific, segmented portion of our market with additional exposure to our entire membership and expanded communities of interest. As you may know, San Diego is proud to be home to a strong contingent of private wealth firms followed by a robust complement of boutique asset management firms. In this virtual environment, we’re also giving our sponsors new and creative opportunities to be able to speak to and connect with our members.

e hope one of our sponsorship options will help you meet your business development objectives. Starting at only $1,000 and going to $3,000, we believe we have crafted a strong menu to choose from. We are also happy to create a custom package that meets your marketing objectives. Contact our Managing Director to take advantage and become a sponsor today.

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 2022 Gold Educational Programs Sponsor

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First Trust is single-minded about providing trusted investment products and advisory services. We're inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results that will contribute to the prosperity of our clients.  Learn more >>>

Vanguard is one of the world's most respected investment management companies, offering a broad selection of investments, advice, retirement services, and insights to individual investors, institutions, and financial professionals. We operate under a unique, investor-owned structure* and adhere to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Shareholders in Vanguard funds benefit from our client focus, experience, stability, and long-term, disciplined investment approach.  Learn more >>>

 ‭(Hidden)‬ 2021 Community Platform Sponsor

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Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisors, and wealth managers. Together, they entrust us with $498 billion. All our clients have financial needs and goals, and our job is to do everything we can to help achieve them. Learn more >>>

 ‭(Hidden)‬ 2021 Candidate Sponsor

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At Dowling & Yahnke, we put your goals first when making financial decisions. Our duty is to help you succeed, because that, in turn, becomes our success. We are fiduciaries to our clients; always have been, always will be. And we tell it like it is. Every single time. If you have an outside advisor doing a great job, we’ll likely tell you to stick with them. If we can help you improve your financial life, we will explain how. Learn more >>>

 ‭(Hidden)‬ 2021 Mentor Program Sponsor

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Pathfinder Partner's experience, track record, reputation and relationships – combined with a differentiated, “below-the-radar” investment strategy – position the firm as a leading middle-market real estate fund manager. With 6,000+ multifamily units acquired and an estimated invested capital exceeding $1 billion, Pathfinder's outstanding brand/reputation, deep relationships and strong prior fund portfolio drive robust deal flow pipeline. Learn more >>>

 ‭(Hidden)‬ 2021 Virtual Networking Sponsors

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At Hartford Funds, we think differently about money management. Because as much as fund companies and asset managers would like our business to be all about the numbers, it’s not. It’s about much more. It's about investors. It’s about guidance. It’s about relationships, confidence, and trust. Learn more >>>

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Owl Rock is a leading alternative asset manager with deep expertise in the credit markets. Backed by a dedicated team of investment professionals with diverse credit underwriting expertise across a variety of industries, each of our partners offers a unique perspective that, together, provides a holistic view of the investment process and a thorough understanding of the risks and opportunities in today’s credit markets. Learn more >>>

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For 50 years, PIMCO has worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view. Learn more >>>

 ‭(Hidden)‬ Fun Facts about Kaplan Schweser

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 ‭(Hidden)‬ Special Thanks

CFA Society San Diego is abundantly grateful to our 2021 sponsors, who continually strive towards making a difference in San Diego's investment community. Your passion and energy are unparalleled, and we are so very grateful to have your support, year after year. Take a moment to learn more about our 2021 sponsors.