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 Sponsorship Opportunities


CFA Society San Diego has ​redesigned our sponsorship offerings for 2021 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 $1,500 and going to $5,000, 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 Executive Director to take advantage and become a sponsor today.

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 2021 Programs Sponsor

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At Diamond Hill Capital Management, our goal is to be an exceptional active investment boutique that our clients trust to deliver excellent long-term investment outcomes from a team aligned with their success. We recognize that market price and investment value are independent in the short term but tend to converge over time, we maintain a long-term focus both in investment analysis and management of our business, we invest with discipline to increase potential return and protect capital,  and we align our interests with our clients through significant personal investment in our strategies. Learn more >>>

Pacific Funds is a family of mutual funds designed for growth, income generation, and diversification. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. We provide value to our clients through high-quality service standards, thought leadership, and product innovation. Learn More >>>

 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 >>>

 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 >>>

 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 >>>

 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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 Society Factsheet

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 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.