CFA Society San Diego & Financial Planning Association San Diego invite you to attend their 7th Annual Wealth Management Symposium, at the SD Tech Alexandria on Wednesday, March 25 th from 12-2:30pm. If you are an asset allocator or advisor in wealth management or at a...
25 Mar, 2026 | 12:00 PM - 03:30 PM CT San Digeo CA
Author, speaker, empiricist par excellence, Martin S. Fridson, CFA has been at the forefront of the leveraged finance and the Charterholder communities for two generations. CFA Society San Diego is proud to welcome Marty to share from his latest research on the $1.5B US high yield market ...
17 Feb, 2026 | 11:30 AM - 01:15 PM PT San Diego CA
Tis the season to connect and give back! Join us for our Holiday Happy Hour on December 9 at Monarch Ocean Pub. In the spirit of giving back, this year we are hosting a toy drive in support of Toys for Tots . If you’re able, please bring a new, unwrapped gift and we will...
09 Dec, 2025 | 05:00 PM - 07:00 PM PT Del Mar CA
Are you invested in international equities? Would you like to learn more about non-US stocks either as a hedge against the “Mag 7,” or to tactically outperform domestic indices, as many foreign markets did last year? Then join us for a panel discussion involving some of the sharpest minds in...
21 Apr, 2026 | 04:30 PM - 07:00 PM PT San Diego CA
We’re pleased to announce that ALTSLA 2026 will return on March 23 - 25, 2026 at the InterContinental Los Angeles Downtown . Co-hosted by the CFA Society Los Angeles , CAIA Association , CalALTs and Markets Group , the forum continues to serve as the region’s premier gathering for...
23 Mar, 2026 09:00 AM - 25 Mar, 2026 05:00 PM PT Los Angeles CA
Join us for an interactive discussion with Kristen Schriver , Founder of Investment Management Recruiting (IMR), to explore how recruiting in the wealth and investment management sectors is evolving. Discover insider insights on current hiring trends, candidate behavior, and the soft skills...
08 Jan, 2026 | 03:30 PM - 04:30 PM PT
Join CFA Society San Diego for an in-person, member only book club event on Thursday, December 4th from 5:00 - 7:00pm. Featured book will be How Countries Go Broke - The Big Cycle from author Ray Dalio. Join us at Joya Kitchen! Join us for an evening of books, discussion, and happy...
04 Dec, 2025 | 05:00 PM - 07:00 PM PT San Diego CA
CFA Society San Diego's 19th Annual Forecast Dinner will be held on Wednesday, January 28th at the Prado at Balboa Park. With nearly 300 investment professionals in attendance, this is one of CFA Society San Diego's most prestigious events. Featured speaker is Marko Papic, Macro and...
28 Jan, 2026 | 03:30 PM - 07:45 PM PT San Diego CA
Thank you to everyone that came for our 2025 Charter Award Ceremony & Annual Member Social! Congrats to everyone that received their Charter! To view all Charter Award Ceremony & Annual Member Social Photos - click here! To view the Charter Award Ceremony & Annual Member Social...
Congratulations to Brigham Young University - Hawaii for winning the 2025 Local Finals of the Research Challenge. Next, they will submit their presentation for the Sub-Regionals. Good Luck Brigham Young University - Hawaii! The team members include - Fololani Faaoa, Charlie Gomez, Timothy...
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