Upcoming Events

CFAOC Annual Charterholder Dinner & Holiday Celebration

REGISTER TODAY! Join us for an unforgettable evening filled with networking, delectable food and drinks, and, above all else, a chance to celebrate the incredible achievement of our new charterholders!   As we welcome the new charterholders to the Society, we couldn't think of a more fitting guest speaker than Rob Arnott.  Research Affiliates is a global leader in smart beta, factor investing, and asset allocation. The firm creates investment strategies and tools based on award-winning research and delivers these solutions in partnership with some of the world’s premier financial institutions. Rob plays an active role in the firm’s research, portfolio management, product innovation, business strategy, and client-facing activities. He is a member of the Investment Committee and the Executive Committee of the board. With Chris Brightman, he is co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAETM funds.   REGISTER TODAY

Invest in Yourself: Networking Series

REGISTER TODAY! Join us for Happy Hour at Postino Park Place! 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! Postino Park Place 2981 Michelson Dr., Ste. 3, Irvine, CA Thursday, January 18, 2024 5:00 - 7:00PM REGISTER TODAY!

Invest in Yourself: Networking Series

REGISTER TODAY! Join us for Happy Hour at Left Coast Brewery! 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! Left Coast Brewery 6652 Irvine Center Dr., Irvine, CA February 15, 2024 5:00 - 7:00PM REGISTER TODAY!