CFA Society San Diego

Why Hire a CFA® Charterholder?

You want to recruit employees that represent the best in the investment management industry—employees who are highly skilled and who are bound by the highest ethical standards.

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Learn how to make a difference in your career—and the world.

The CFA Institute Certificate in ESG Investing gives you the knowledge you need to manage investments with a focus on integrating environmental, social, and governance factors. It can help you gain an edge in a fast-moving market.

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Become a Sponsor

Great news! We've revamped our Sponsorship offerings to help you better connect with prospects here in San Diego. With lowered pricing and increased benefits, our offerings are sure to meet your business development and branding needs.

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FEATURED EVENTS

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Oct 03, 2022

Join us for our third CFA Society San Diego pickleball tournament with FPA of San Diego. Pickleball is one of the fastest growing sports in the world, and it has become very popular in San Diego. It’s fun, fast, and fashionable – for all skill levels.

CFA Society San Diego Pickleball Tournament

Oct 06, 2022

During these turbulent public markets, investors are seeking diversification through private market assets. Please join us in a conversation with John Kettnich, StepStone Partner & member of the private equity team, as he speaks to the current state of the private equity markets and discusses key trends and opportunities StepStone is currently seeing across primaries, secondaries, and co-investments.

An Insiders Glance Into Private Equity

Oct 11, 2022

Join us for more social networking opportunities. CFA Society San Diego is hosting happy hour at local pubs or tasting rooms in San Diego. Join us from 5:00-7:00pm to network with colleagues and enjoy some brews and good conversation. No registration or RSVP needed!

Tap Tuesday at Harland in Del Mar

Oct 18, 2022

To better understand what's behind the recent headlines in China, there's really no one whose broad exposure to the region can better provide context than Dr. Jason Hsu. Hailing from Taiwan but raised, naturalized and educated in the U.S., Jason has been on the frontlines of investment in China's markets since 2009.

The China Fear Premium: Reap the Rewards or Regret the Risk?

Oct 25, 2022

Join us in person in Boston on 25–26 October to hear from industry experts and experienced practitioners about the latest trends in investment performance, and to reconnect with industry colleagues

GIPS® Standards Conference

Nov 03, 2022

The Third Wave of global digitization has reached an inflection point. The conditions and technologies born in Silicon Valley have now spread, evolved, and matured worldwide, creating billions of digital natives and numerous unicorns in all corners of the globe. With the developing world’s swelling middle class of youthful online consumers as the catalyst, new innovative companies are just now going public, which is sparking a golden age of digital transformation for Emerging Markets.

Emerging Markets Tech – Why Now May Be the Opportune Time to Jump Back into the Sector

Nov 08, 2022

Tap Tuesday at Ballast Point in Little Italy

Dec 07, 2022

What can be salvaged from crypto winter? Will central banks issue their own digital currencies, and how would such a monetary system work? Hyun Song Shin is the Economic Adviser and Head of Research of the Bank for International Settlements and co-leads the Monetary and Economic Department.

Central bank digital currencies and the future monetary system Hyun Song Shin Bank for International Settlements

Dec 13, 2022

Tap Tuesday at AleSmith

Leading the Financial Sector

News from our CFA Society and distinguished members

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ARTICLE

2022 CFA Institute Investor Trust Study

Investors across the globe have a keen interest in #ESG investing strategies, but what areas of ESG do they trust most? Download the 2022 CFA Institute Investor Trust Study to find out more.

Investor Trust Study

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CFA Charterholders Eligible for Stackable CAIA Program

The CAIA Association and CFA Institute are engaged in the shared mission of excellence in investment education. The CAIA Stackable Credential program allows CFA Charterholders to waive passage of Level I of the CAIA exam and immediately begin preparing for Level II. Upon successfully passing the Level II exam and joining the CAIA Association, the candidate will earn the prestigious CAIA Charter, a mark of distinction in the fast-growing and highly competitive alternative investment industry. Minimum criteria include: (1) Must have no existing CAIA exam history, (2) Must be a CFA Charterholder (in good standing), and (3) Must have a digital badge, verifiable by CAIA Association.

Inspiring the Investment Community to be Trusted and Valued

Why Hire a CFA® Charterholder?

Learn how to make a difference in your career—and the world.

Become a Sponsor

FEATURED EVENTS

Here's What's Happening

FEATURED NEWS

Leading the Financial Sector

News from our CFA Society and distinguished members

ARTICLE

2022 CFA Institute Investor Trust Study

ARTICLE

CFA Charterholders Eligible for Stackable CAIA Program

PRIMARY SPONSORS

Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.