Upcoming Events


  • Thursday
    20
    February

    Crypto Connect Los Angeles

    Feb 20, 08:00 AM - 12:00 PM (PT)
    Crypto Connect by Grayscale is a series of exclusive events that Grayscale hosts around the country for financial professionals. These dedicated events offer the most up-to-date intelligence on the crypto asset class from leading experts, and provides financial professionals with the content and resources they need to better leverage crypto in their work with clients. Register Here
    Santa Monica, CA, United States

  • Thursday
    20
    February

    Invest in Yourself Networking Series - February

    Feb 20, 05:00 PM - 07:00 PM (PT)
    February 20th Come join us for another opportunity to network with other financial services professionals both members and non-members! Enjoy drinks and appetizers as you meet-and-greet with new associates. Members are Free! Non-Members: $20 Register today!
    Irvine, CA, United States

  • Monday
    17
    March

    ALTSLA 2025

    Mar 17 - 19, (PT)
    THE WEST COAST’S PREMIER ALTERNATIVE INVESTMENT CONFERENCE March 17–19, 2025 | Los Angeles Presented by CFA Society Los Angeles, CAIA, and the California Alternative Investment Association–CalALTS, ALTSLA stands as the annual meeting point and educational hub for those craving the latest in alternative investment news and developments. A gathering of minds from across the country, ALTSLA is meticulously designed to fulfill one critical purpose: equipping YOU with the indispensable knowledge needed to propel your business forward. CFA Society Orange County 25% discount code: CFAOC25 Register Here!
    Los Angeles, CA, United States

  • Thursday
    20
    March

    Invest in Yourself Networking Series - March

    Mar 20, 05:00 PM - 07:00 PM (PT)
    March 20 - March Madness Come join us for another opportunity to network with other financial services professionals both members and non-members! Enjoy drinks and appetizers as you meet-and-greet with new associates. Members are Free! Non-Members: $20 Register Here Sponsored by:
    Newport Beach, CA, United States

  • Thursday
    24
    April

    ROI: Reshape, Optimize, Innovate - A Playbook for Portfolio and Practice Management

    Apr 24, 11:30 AM - 07:00 PM (PT)
    April 24 at Lido House in Newport Beach ROI: Reshape, Optimize, Innovate A Playbook for Portfolio and Practice Management CFA Society's Annual Wealth Management Symposium For more information and registration, click here!
    Newport Beach, CA, United States

  • Thursday
    15
    May

    Invest in Yourself Networking Series - May

    May 15, 05:00 PM - 07:00 PM (PT)
    Save the Date! May 15 Come join us for another opportunity to network with other financial services professionals both members and non-members! Enjoy drinks and appetizers as you meet-and-greet with new associates. Members are Free! Non-Members: $20

  • Monday
    19
    May

    FPAOC & CFAOC 5th Annual Golf Tournament

    May 19, 07:30 AM - 05:00 PM (PT)
    Join CFA Orange County (CFAOC) and Financial Planning Association Orange County (FPAOC) for a day of golf, networking, cocktails and snacks at Aliso Viejo Country Club, 33 Santa Barbara Dr, Aliso Viejo, CA on Monday, May 19, 2025 for the 5th Annual CFA/FPA OC Golf Tournament. Participation in the Golf Tournament includes networking, breakfast, lunch, balls for the driving range, complimentary tee prizes, 18 holes of golf (cart included), cocktail reception, a raffle and awards ceremony. For those newer to golf or unable to commit to the full event, there will be a golf clinic from 2-3pm with club pros. During the tournament, you will have the opportunity to participate in the following contests:   Register Today! Prizes/Activities: Top 3 teams will be awarded prizes Prizes will be awarded for Closest-to-the-pin Hole in one challenge: $10,000 cash prize plus hole-in-one prizes on all other par 3s Prizes will be awarded to the longest drives Prizes will be awarded to the straightest drives Putting Contest on practice green beforehand Winners will be announced, and the raffle drawing will be conducted after the cocktail reception. Format: 4-person scramble All players tee-off (Must use at least one drive per player on both front and back nine). The best drive is selected by the team. Each player then hits a second shot from the chosen first shot site. The best second shot is selected by the group. This process is repeated until the hole is completed. Total gross score will determine the winners. Handicaps will not be factored. There is a bogey max on each hole to speed up play. Register Today!
    Aliso Viejo, CA, United States

  • Thursday
    19
    June

    Invest in Yourself Networking Series - June

    Jun 19, 05:00 PM - 07:00 PM (PT)
    Save the Date! June 19 Come join us for another opportunity to network with other financial services professionals both members and non-members! Enjoy drinks and appetizers as you meet-and-greet with new associates. Members are Free! Non-Members: $20
    Huntington Beach, CA, United States