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BUILDING SOCIETY EXCELLENCE
Eleventh Annual Golf Tournament
Join CFA Society Los Angeles (CFALA) for a day of golf, networking, cocktails, and dinner at Friendly Hills Country Club for the Eleventh Annual CFALA Golf Tournament. A private country club, Friendly Hills has hosted regional qualifying events for the U.S. Open and U.S. Amateur.
22 July 202410:30 – 7:00pm PT
Members: Early $175; Late $200Non-Member: Early $200; Late $225
Register now
Overview of the Global Investment Performance Standards (GIPS)
Join Kim Cash, CFA, CAIA, CIPM, CSCP, a GIPS compliance consulting specialist, as she delves into the GIPS section of the Level III CFA Curriculum.
18 July 20244:00 - 5:30pm PT
Livestream: Free for Members & Nonmembers
Level III CFA Exam Essay Writing Workshop
Prepare for success in the Level III CFA Exam with our virtual workshop. Glen Holden, Jr., CFA, will guide you through the essay writing process, covering the CFA Institute Essay Grading Methodology, test-taking tips, and pitfalls to avoid during the exam.
29 June 202410:00 - 12:00pm PT
Swiss Pensions Conference 2024 Zurich
Join us in Zurich for the Swiss Pensions Conference 24 (SPC24) to explore robust investment guidelines and governance structures for resilient pension fund portfolios. Hear from Swiss and international thought leaders on strategies for achieving long-term investment objectives amidst market uncertainties.
18 June 20249:00 - 17:00 CET
150 CHF Members | 300 CHF Nonmembers
Register here
The Future of Investing Symposium
Join local and international thought leaders for insights on geopolitical shifts, socioeconomic changes, and digital transformation. The session will help you stay current and best serve your organization’s and clients’ needs in this rapidly changing world.
15 May 20245:00 - 8:00pm PT
$275
The Evolution of Fixed Income: Navigating toward Success in a Higher Rate Environment
Explore the current market outlook and the changing landscape of fixed income investments as bond yields reach attractive levels. Our expert panel will provide insights into navigating the evolving bond market dynamics.
15 May 202412:00 - 1:00pm EST
$40 Members | $55 Nonmembers | $40 CFA Candidates
Oil and Gas States Look Forward
Discover allocation strategies in oil and gas states with pension plan managers, and gain invaluable insights into navigating uncertain revenue futures from industry experts.
13 May 20245:00 - 7:30pm ET
$75 Members | $150 Nonmembers
Global Investment Performance Standards
Explore the challenges firms face with the latest GIPS Standards. Senior verifiers offer insights on managing these challenges.
9 May 202410:00 - 12:00pm ET
Livestream: $30 Members | $40 Nonmembers
Interactive Workshop: I Want to Be a Speaker. Where Do I Begin?
Join Sonya Dreizler for an empowering session on defining your speaking profile and crafting compelling pitches. Learn strategies to captivate conference organizers and audiences.
9 May 20249:00 - 10:00am PST
Livestream: Free
Navigating Corporate Board Membership
Join us for an informational luncheon on Corporate Board Membership recruitment where you will learn strategies from experts at Egon Zehnder, a global executive search firm, tailored for experienced professionals curious about board roles. This event is designed for those with over 20 years of experience.
9 May 202412:00 - 1:00pm ET
In person: $20 Members | $10 Candidates and Student Members | $40 NonmembersVirtual: Free for Members | $10 Nonmembers
The Wealth Management Framework
Discover Ashvin Chhabra’s revolutionary Wealth Allocation Framework and its impact on investment strategy. This event will allow you to gain insights from James Simon, CIO of Euclidian Capital, on current allocation challenges.
8 May 20243:30 - 5:00pm PT
Free for Members | $20 Nonmembers
Swiss Pensions Conference 2024 Romandie
Join us in Geneva for the Swiss Pensions Conference themed "Staying the Course: Governance and Beyond, Insights for Practitioners." Explore the pivotal role of governance in pension fund performance amidst demographic shifts and market dynamics.
7 May 202409:00 - 17:00 CET
Innovation in Finance Forum
Join us for a dynamic in-person event. Structured around key themes from the "Future State of the Investment Industry" report by the CFA Institute, this unique forum explores the evolving ecosystem and the challenges and opportunities it presents. Lunch will be provided.
30 April 20247:30 - 1:30pm ET
$240 Members | $325 Nonmembers
Before It’s Too Late: Using Lumber And Gold To Actively Manage Stocks And Bonds
Discover how lumber and gold can be powerful signals for managing investment portfolios in this virtual presentation by Michael A. Gayed. Learn about the predictive power of these commodities and their implications for asset allocation and active management.
25 April 202412:00 - 1:00pm CT
CFA Colorado 2024 Forecast Dinner
Join us for the 2024 Forecast Dinner hosted by CFA Society Colorado. Featuring speaker Peter Zeihan, Geopolitical Strategist, this premier event brings together Colorado's investment professionals and decision-makers for insight and networking.
24 April 20245:30 - 9:00pm MST
$150 Members | $250 Nonmembers
Who’s Advising Next Generation Investors?
Explore the impact of social media and "finfluencers" on the investment advice market. Understand the investing habits of digitally savvy Gen Z and Millennial investors and how they shape the future of financial markets.
24 April 202412:00 - 1:00pm ET
Free for Members | $10 Nonmembers
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