The premier association for financial analysts and investment professionals. - Founded in 1983 as a local not-for-profit organization - Serving over 550 members, an additional 330 candidates sitting for exams, and the OC investment community - A valuable link between members, charterholders and investment professionals in 58 different countries and 137 connected local societies around the world. The Society's mission is to provide a forum for investment professionals to build strong and valuable networks, expand industry knowledge, and promote the highest standards of ethical and professional conduct. Our events and programs are open to all investment professionals as well as interested graduate and undergraduate students; you do not have to be a CFA charterholder to participate.
External link for CFA Society Orange County (CFAOC)
4533 MacArthur Boulevard
Ste. 182
Newport Beach, CA 92660, US
Join CFA Society Orange County for a panel discussion with Dylan Ross (Portfolio Manager at TCW Group), Charlie McGarraugh (CIO of Altis Partners), and Mike Chen (Alternative Strategist at First Foundation Advisors). Register today! https://lnkd.in/gjDFANgA #CFAOC
This content isn’t available here
Access this content and more in the LinkedIn app
Join CFA Society Orange County for a panel discussion with Dylan Ross (Portfolio Manager at TCW Group), Charlie McGarraugh (CIO of Altis Partners), and Mike Chen (Alternative Strategist at First Foundation Advisors). Our distinguished panelists will help clarify the investment thesis for two different alternative sectors: Managed Futures & Asset-Backed Finance. They will share how these strategies work, their role in portfolios, and how they may behave in different macro environments. September 11, 5-7pm The Pacific Club, Newport Beach Register today! https://buff.ly/3yNOgLA
Join us for the CFA OC 23rd Annual Summer Baseball Social on Friday, September 27th at Angel Stadium in Anaheim! Meet us for mingling, food and drinks behind the waterfall in centerfield at 5:30 PM. After the reception, we all sit together to watch the game. Please bring friends and colleagues to this family-friendly event that is an annual tradition in the CFA OC! Cheer on the Anaheim Angel's as they play against the Texas Rangers. Register today! https://buff.ly/4eZllo7
We are pleased to announce our 2024-2025 CFA Society Orange County Board and Key Chairs! Congratulations! 👏 #CFAOC #boardmembers #CFAsociety
CFA Orange County Hosts: Invest in Yourself Networking Series - Happy Hour! 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. August 15, 5-7pm at Golden Road Brewing RSVP Today: https://buff.ly/3LA4g6t
Join us for the CFA OC 23rd Annual Summer Baseball Social on Friday, September 27th at Angel Stadium in Anaheim! Meet us for mingling, food and drinks behind the waterfall in centerfield at 5:30 PM. After the reception, we all sit together to watch the game. Please bring friends and colleagues to this family-friendly event that is an annual tradition in the CFA OC! Cheer on the Anaheim Angel's as they play against the Texas Rangers. Register today! https://buff.ly/4eZllo7
🎧 Robert Hagstrom, CFA: Unpacking Warren Buffett’s Approach 👉 https://buff.ly/3NNeD76 In this episode of Enterprising Investor, host Mike Wallberg, CFA, interviews Robert Hagstrom, CFA, author of "The Warren Buffett Way," discussing insights from the recent Berkshire shareholders meeting and the evolution of Warren Buffett's investment strategies over the past 30 years. They delve into the atmosphere of the Berkshire meeting, often dubbed the "Woodstock of capitalism," which kicks off days before the main event with various conferences and events. Tune in to gain valuable perspectives on the Oracle of Omaha and his enduring investment principles.
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. Future Proof Festival - September 15-18 Apply for discounted tickets today! https://buff.ly/3yHMU4G #FutureProofAC
Join us for the CFA OC 23rd Annual Summer Baseball Social on Friday, September 27th at Angel Stadium in Anaheim! Meet us for mingling, food and drinks behind the waterfall in centerfield at 5:30 PM. After the reception, we all sit together to watch the game. Please bring friends and colleagues to this family-friendly event that is an annual tradition in the CFA OC! Cheer on the Anaheim Angel's as they play against the Texas Rangers. Register today! https://buff.ly/4eZllo7
CFA Orange County Hosts: Invest in Yourself Networking Series - Happy Hour! August 15, 5-7pm at Golden Road Brewing 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. RSVP Today! https://buff.ly/3LA4g6t