Upcoming Events


  • Thursday
    27
    June

    Unlocking China’s Potential: Innovative Strategies for Growth, Options Income, and Risk Management

    Jun 27, 01:00 PM - 02:00 PM (PT)
    China is the second-largest economy, with growth and broad innovation across industries. Meanwhile, the current China-US valuation disparity is at a record high. Fundamental analysis suggests an attractive entry point, yet volatility persists. How can investors keep their long-term exposures while turning current volatility into potential returns? The answer could lie in the depth of China's options market, which has paved the way for tools such as covered calls and defined outcome strategies, generating options income and allowing investors to fine-tune their risk/reward profile. Join KraneShares CIO, Brendan Ahern, and KraneShares COO, Jonathan Shelon, as they discuss: The latest developments in China's internet sector KWEB's volatility and its implications for investors compared to other global markets. The risk/return benefits of applying covered call and other structured outcome strategies to KWEB Comprehensive Q&A Investors can submit questions to  dan.langlais@kraneshares.com   &   bill.fagan@kraneshares.com . Download Flyer Register today!

  • Saturday
    29
    June

    Level 3 CFA Exam Essay Writing Workshop

    Jun 29, 10:00 AM - 12:00 PM (PT)
    LEVEL III CFA EXAM ESSAY WRITING WORKSHOP JUNE 2024 Zoom Workshop Saturday, June 29th, 2024 10:00 AM - 12:00 PM FREE FOR EVERYONE

  • Wednesday
    10
    July

    Ethical Decision-Making Workshop

    Jul 10, 02:00 PM - 03:00 PM (PT)
    Ethical Decision-Making Workshop Zoom Meeting Wednesday, July 10th, 2024 2:00 PM – 3:00 PM (PT) Pricing: Members: FREE; Non-Members: $20 Member Discount Code: Ethics24OC

  • Thursday
    11
    July

    Fintech Presents: Democratizing Private Markets through Financial Technology

    Jul 11, 04:00 PM - 06:00 PM (PT)
    Fintech Presents: Democratizing Private Markets through Financial Technology Zoom Meeting Thursday, July 11th, 2024 4:00 PM – 6:00 PM (PT) Pricing: Members: FREE; Non-Members: $20 Member Discount Code: 2024FintechOC

  • Saturday
    13
    July

    Mastering the Level 2 and 3 CFA Exams

    Jul 13, 10:00 AM - 11:30 AM (PT)
    MASTERING THE LEVEL II AND III CFA® EXAMS - JULY 2024   Zoom Workshop Saturday, July 13 th , 2024 10:00 AM - 11:30 AM FREE FOR EVERYONE

  • Thursday
    18
    July

    Overview of the Global Investment Performance Standards

    Jul 18, 04:00 PM - 05:30 PM (PT)
    OVERVIEW OF THE GLOBAL INVESTMENT PERFORMANCE STANDARDS    Zoom Workshop Thursday, July 18 th , 2024 Targeted Level III Candidates (Some of your members may be interested as well) 4:00 PM - 5:30 PM FREE FOR EVERYONE

  • Thursday
    18
    July

    Invest in Yourself Networking Series - July

    Jul 18, 05:00 PM - 07:00 PM (PT)
    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. Register Today!
    Orange, CA, United States

  • Saturday
    20
    July

    Level 3 Ethics Workshop

    Jul 20, 11:00 AM - 12:30 PM (PT)
    LEVEL III ETHICS JULY 2024 Zoom Workshop Saturday, July 20th, 2024 11:00 AM - 12:30 PM FREE FOR EVERYONE

  • Thursday
    15
    August

    Invest in Yourself Networking Series - August

    Aug 15, 05:00 PM - 07:00 PM (PT)
    Register Today!
    Anaheim, CA, United States

  • Saturday
    24
    August

    Level 1 Ethics Workshop

    Aug 24, 10:00 AM - 11:30 AM (PT)
    LEVEL I ETHICS AUG 2024 Zoom Workshop Saturday, August 24th, 2024 10:00 AM - 11:30 AM FREE FOR EVERYONE

  • Tuesday
    10
    September

    Fixed Income Workshop Series 2024

    Sep 10, 05:00 PM - 07:00 PM (PT)
    Fixed Income Series 2024   Online Workshop Series 10 Classes, 1st Class September 10th, 2024 – Recordings Available (for All Classes) 5:00 PM - 7:00 PM (PT) Pricing for Series: $300 (Members); $350 (Non-Members) Member Discount Code for Series: FISeriesOC24 Pricing for Individual Classes: $40 (Members); $45 (Non-Members) Member Discount Code for Individual Courses: FISeriesICOC24

  • Saturday
    14
    September

    Level 2 Ethics Workshop

    Sep 14, 10:00 AM - 11:30 AM (PT)
    LEVEL II ETHICS SEP 2024 Zoom Workshop Saturday, September 14th, 2024 10:00 AM - 11:30 AM FREE FOR EVERYONE

  • Sunday
    15
    September

    Future Proof Festival

    Sep 15 - 18, (PT)
    JOIN EVERYONE IN WEALTH MANAGEMENT At Future Proof, you’ll be part of the largest gathering of top-tier wealth management professionals, CEOs, CTOs, COOs, and fast-growing financial advisors. Connect, learn, and elevate your career alongside industry leaders. Future Proof brings together the world's most influential financial advisors and LPs to drive the wealth management industry forward. Don't miss your chance to learn cutting-edge strategies, discover emerging trends, and build game-changing partnerships that will take your business to new heights. Rub shoulders with decision-makers in asset management, fintech, and financial services who are revolutionizing the wealth management landscape. Seize this unparalleled opportunity to unlock new business potential, explore collaborations, and join the ranks of the industry's most groundbreaking visionaries. Register Today!
    Huntington Beach, CA, United States

  • Thursday
    17
    October

    Invest in Yourself Networking Series - October

    Oct 17, 05:00 PM - 07:00 PM (PT)
    Location: VEA Newport Beach Registration Coming Soon
    Newport Beach, CA, United States

  • Thursday
    7
    November

    Invest in Yourself Networking Series - November

    Nov 7, 05:00 PM - 07:00 PM (PT)
    Location: Bosscat Kitchen & Libations Registration Coming Soon!
    Orange, CA, United States