Upcoming Events


  • Wednesday
    28
    February

    ALTS Series, Event 2 of 3; Presented by CFAOC & CAIA

    Feb 28, 05:00 PM - 07:00 PM (PT)
    REGISTER TODAY! Please join us for our second installment of the CFA Orange County / CAIA Southwest ALTS Series. "Beyond the Surface: Unpacking the Layers of Due Diligence in Alternative Investments and Manager Selection" builds upon our first session. Our distinguished panel will share their perspectives on portfolio implementation, including manager selection & leveraging data, to achieve an optimal alternative asset allocation. After the panel, mingle with panelists and other attendees over drinks & heavy appetizers.  The Pacific Club 4110 MacArthur Blvd. I Newport Beach, CA February 28, 2024 I  5:00 - 7:00PM REGISTER TODAY! Speakers Include:
    Newport Beach, CA, United States

  • Thursday
    21
    March

    CFAOC Happy Hour & March Madness with First Trust

    Mar 21, 04:00 PM - 09:00 PM (PT)
    RSVP INFO. BELOW! Join CFAOC and First Trust for Happy Hour and NCAA March Madness, at Classic Q! Enjoy a drink and some appetizers - all while getting the chance to network with other financial services professionals! Open to members and non-members! Classic Q 4251 MacArthur Blvd. I Newport Beach, CA March 21, 2024  I 4:00 - Till end-of-game! RSVP HERE! *Please provide your Full Name and Company .
    Newport Beach, CA, United States

  • Thursday
    25
    April

    2024 Wealth Management Symposium

    Apr 25, 09:00 AM - 06:30 PM (PT)
    Costa Mesa, CA, United States

  • Wednesday
    1
    May

    ALTS Series, Event 3 of 3

    May 1, 05:00 PM - 07:00 PM (PT)
    Save the Date! Registration coming soon.
    Newport Beach, CA, United States

  • Thursday
    2
    May

    SIPS and SUCCESS! Join CFAOC & FPAOC for an evening of fun!

    May 2, 05:00 PM - 07:00 PM (PT)
    REGISTER TODAY! Breaking the Glass Ceiling of High Performance What if I told you there was a specific profile you have, as a high performer, that comes with a predictable set of challenges? This talk is intended for the high performers who are interested in breaking through their own glass ceilings they have (presumably, unintentionally) created for themselves and develop an ever-changing, continual trajectory of reinventing what they’re capable of.  Takeaways: *Uncover the limits high performers have *Discover a new profile of attributes that allows you to reinvent what’s possible *Receive tools to build upon a new, innovative approach to leadership Speaker: Jenna Dillon: https://www.jennadillon.com/ Executive Coach, Keynote Speaker, and CEO/Founder of Executive Performance Institute for Coaching (E.P.I.C.) , Jenna Dillon works with high-performing individuals and top-tier organizations, helping accomplished and aspiring leaders achieve greater levels of fulfillment and success in their lives, careers, within their organizational cultures, and as industry influencers. Jenna partners with her clients to uncover values, beliefs, and internal rules that, up until now, have constrained the achievement of their full potential. By working with Jenna, hundreds of professionals now enjoy living in an environment where authenticity, vulnerability, and empowerment live in accordance with each other and enable exponential growth and achievement.   The Park Club 650 Town Center Dr.  I Costa Mesa, CA May 2, 2024   I   5:00 - 7:00PM REGISTER TODAY!
    Costa Mesa, CA, United States

  • Thursday
    6
    June

    FPA OC and CFA Society Orange County 4th Annual Golf Tournament

    Jun 6, 07:30 AM - 06:00 PM (PT)
    Join us for a great day of golf, prize drawings, putting contests, food and drinks. Schedule 7:30am - Registration 7:30am - Driving range opens, Breakfast 9:00am - Tee-off (Shotgun Start) 2:00pm - Golf Clinic for non-competitors 3:30pm - Cocktail Reception, Awards, Silent Auction, and Raffle Format 4-person scramble. All skill levels welcome! Register Today! CLICK HERE TO DOWNLOAD OR VIEW SPONSORSHIP PACKET
    Rancho Santa Margarita, CA, United States

  • Thursday
    20
    June

    Invest in Yourself: Networking Series

    Jun 20, 05:00 PM - 07:00 PM (PT)
    REGISTER TODAY! Join us for Happy Hour at The Bungalow! Relax and unwind, enjoy a drink and some appetizers - all while getting the chance to network with other financial services professionals! Open to members and non-members! The Bungalow (South End of Pacific City) 21058 Pacific Coast Hwy., Ste. 240, Huntington Beach, CA June 20, 2024 5:00 - 7:00PM REGISTER TODAY!
    Huntington Beach, CA, United States