Upcoming Events

Eaton Vance - The BEAT - Virtual Event - WR Speaker Series

CFA Institute's Thrive LA Conference

At a time of rising geoeconomic risk, rapid investment industry evolution and multi-generational technological change, we need our best brainpower available. To address this imperative, CFA Institute has chosen to focus our second Thrive conference on the implications for human capital.  How do we create effective working environments, help our brains flourish and boost group thinking while navigating the necessary discomfort of productive disagreement? How do we build teams, help them to collaborate and communicate effectively for innovative problem solving? What is the role of artificial intelligence (AI) and agentic AI in investment and how do we embed the ethical, investment expert "human in the loop"? Join us for an intensive day addressing the answers to these and many other questions. Join us at Omni Los Angeles Hotel on 28 May 2026 for Thrive: Enhancing outcomes through collective change. Thursday, May 28th 7:00 am - 5:15pm Omni Los Angeles Hotel 251 South Olive Street  Los Angeles, CA 90012 Register Now!

Tap Tuesday at Loma Club & Annual Member Meeting

Join fellow members for our June Tap Tuesday and the CFA Society San Diego Annual Meeting. Enjoy an evening of networking with colleagues while connecting over local brews and great conversation at one of San Diego’s favorite pubs or tasting rooms. The event will also feature a FY26 recap from Society leadership, along with a preview of exciting initiatives and events planned for FY27. No registration or RSVP is required — simply stop by between 5:00–7:00 PM. We look forward to seeing you there!

Join us for San Diego FC Game on August 9th!

Come join us at the Modelo Cantina at Snapdragon Stadium for an evening of fun and networking. Come watch the game, enjoy snacks and drinks, and mingle with fellow charterholders and their guests. Food and beverages are included with your tickets! San Diego FC will play Club Tijuana. Event Schedule: Networking with Live DJ - 5:00pm *Tickets include beer, wine and non-alcoholic beverages Sunday, August 9th 5:00pm - 8:00pm Snapdragon Stadium Modelo Cantina 2101 Stadium Way  San Diego, CA 92108 Register Now! Pricing: Members - $45  Non-Members - $80 Sponsored By:

Join us for a Town Hall with Interim CEO of CFA Institute

CFA Society San Diego is pleased to inaugurate its 2026/7 season with an in-person Town Hall featuring Tricia Rothschild, CFA, Interim CEO of CFA Institute. A San Diego County resident and fellow CFASSD member, Tricia leads our global credentialing organization which serves 200,000 + CFA ® Charterholders and candidates across 150+ Countries. During this age of AI and heightened financial gamification, hear how CFA Institute seeks to strengthen its connection to Societies like ours and reinforce its commitment to education, ethics and member value. Topics may include CFA Institute’s branding campaign, financial literacy initiatives, advocacy with regulatory bodies, and introduction of a new affiliate member category. Tricia will also update on the permanent CEO search at CFA Institute, and the governance and communications topics raised in a recent member petition. Join this unique opportunity to learn how you, our Society, and CFA Institute can continue to “Set the Standard” for San Diego’s financial professionals. To view the Speaker's bio - click here! Tuesday, August 25th 4:30pm - 7:30pm Lomas Santa Fe Country Club 1505 Lomas Santa Fe Dr. Solana Beach, CA 92075 Register Now!       4:30 – 5:00pm – Registration  5:00 – 6:00pm – Introduction, Presentation/Discussion, Q&A 6:00 – 7:30pm – Reception 7:30pm – Program ends      Members - Early Bird Pricing $20 (After August 3rd - $30) Non-Members - Early Bird Pricing $40 (After August 3rd - $55)