Events > Past Events

2016

12-13-2016 Venture Capital and Fintech Symposium
12-07-2016 CFALA Holiday Social
12-07-2016 Santa Barbara Luncheon Series - Evolution of Non-Profits in Santa Barbara – A 40 Year View
12-03-2016 2nd Annual Stock the Pantry
12-01-2016 CFALA Happy Hour Chat Series
11-30-2016 DOL Fiduciary Rule: Impact Analysis & Action Items (Includes Members-Only Recording)
11-19-2016 Schweser Live Mock Exam
11-16-2016 Santa Barbara Luncheon Series - The Obama Doctrine and Beyond: Challenges for the President-elect
11-15-2016 CFA Charter Recognition Dinner
11-12-2016 Why the CFA Program? - The CFA® Charter & Your Future Employment
11-12-2016 Fall 2016 USC/CFALA CFA Review Program Practice Exam
11-10-2016 Mastering the Level II and III CFA® Exams
11-10-2016 LA Young and Emerging Professionals (YEP) Committee: Joint Networking Mixer
11-09-2016 Financial & Valuation Modeling Boot Camp
11-02-2016 ESG Investing and Philanthropy: Meeting Client Social Goals While Optimizing Investments
10-27-2016 The Paradox of Choice: When Is More Actually Less? (Includes Members-Only Recording)
10-26-2016 Why the CFA Program? - The CFA® Charter & Your Future Employment
10-24-2016 Finance Industry Series: Career Panel
10-20-2016 CFA Institute Conference: Fixed-Income Management 2016
10-13-2016 Book Club Meeting - Superforecasting: The Art and Science of Prediction
10-10-2016 Clarifying Longevity Math: The Past, Present and Future of Annuities
10-06-2016 Private Equity Roundtable: Private Equity & Real Estate Debt Opportunities
10-06-2016 Mortgage & Mortgage-Backed Securities Boot Camp
10-03-2016 Monthly Meditation Mondays
09-29-2016 CFALA Santa Barbara Eighth Annual End of Summer Party
09-28-2016 Why Did the Brits Brexit, and What Does it Mean?
09-27-2016 Santa Barbara Dinner Event - Why Did the Brits Brexit, and What Does it Mean?
09-27-2016 Book Club Discussion - The End of Alchemy by Mervyn King
09-22-2016 New Member Wine & Cheese Mixer
09-20-2016 Close of the PhD Standard: CFALA Distinguished Speaker Series - James Grant (Includes Members-Only Recording)
09-08-2016 Data Science for Finance Boot Camp
09-07-2016 Robo Advisors and the Future of the Wealth Management Business & ”So You Want to Start an RIA?”
08-30-2016 Meet Your Mentor Mixer - Fall 2016
08-27-2016 Accounting Essentials
08-24-2016 CFALA Summer Social
08-15-2016 Monthly Meditations Mondays
08-10-2016 Global Vision: How Companies Can Overcome the Pitfalls of Globalization
08-03-2016 Advanced Estate Planning as Part of Wealth Management Practices
07-28-2016 LA Young and Emerging Professionals (YEP) Committee: Joint Networking Mixer with CFALA, NAIFA &YTL
07-25-2016 Sixth Annual CFALA Golf Tournament
07-21-2016 The EB-5 Visa: Immigration and Capital Investment Trends
07-16-2016 Community Outreach: Transform Compton
07-14-2016 CFALA Hedge Fund Symposium
07-12-2016 CFALA Happy Hour Chat Series
07-09-2016 The CFA® Charter & Your Future Employment
07-06-2016 Hedge Funds and Liquid Alternatives: Are Hedge Funds Poised to Outperform, and is 50/30/20 the New 60/40
06-29-2016 Santa Barbara Luncheon Series – From College Start-up to IPO
06-26-2016 CFALA Social Hike & Lunch: Hollywood Sign
06-23-2016 The CFA® Charter & Your Future Employment
06-21-2016 CFALA Distinguished Speaker Series: Jeffrey Gundlach (Includes Members-Only Recording)
06-15-2016 Financial & Valuation Modeling Boot Camp
06-15-2016 CFALA's 85th Annual Meeting of the Members
06-13-2016 Monthly Meditation Mondays
06-07-2016 Book Club Luncheon - Superforecasting: The Art and Science of Prediction
06-07-2016 Santa Barbara Luncheon Series – The Secondary Market for Seasoned Residential Mortgage Loans
06-01-2016 Spring Mixer: RIAs, Family Offices and Wealth Managers — Bonus Speech: The Future of Wealth Management
05-31-2016 Rich Thinking with Barbara Stewart (Includes Members-Only Recording)
05-26-2016 Santa Barbara Luncheon Series – Oil, Easy Money and the Reach for Yield
05-23-2016 Monthly Meditation Mondays
05-21-2016 Schweser Live Mock Exam Spring 2016
05-18-2016 What Can Liquid Alts Do For You? (Includes Members-Only Recording)
05-14-2016 Spring 2016 USC/CFALA CFA Review Program Practice Exam
05-04-2016 Incorporating Institutional Best Practices in a Wealth Management Practice
05-03-2016 U.S. Congressman Ed Royce
04-25-2016 Santa Barbara Luncheon Series - The Sentimental Markets Hypothesis: Temperamental Traders, Information Impact, and Patterns in Prices
04-20-2016 Career Development Expo & Job Fair 2016 (Includes Members-Only Recording)
04-14-2016 Expert Panel Discussion: 2016 Outlook on China and the Emerging Asian Economies (Includes Members-Only Recording)
04-11-2016 Monthly Meditation Mondays - Peace & Happiness
04-06-2016 Active Equities vs. Passive vs. Smart Beta in a Taxable Environment
04-02-2016 Beach Cleanup with Surfrider
03-29-2016 Book Club Luncheon- The Forgotten Depression: 1921: The Crash That Cured Itself
03-18-2016 CFALA Annual March Madness Viewing Party
03-16-2016 The Sentimental Markets Hypothesis: Temperamental Traders, Information Impact, and Patterns in Prices (Includes Members-Only Recording)
03-03-2016 Mortgage & Mortgage-Backed Securities Boot Camp
03-02-2016 The Next Five Years: Asset Allocation and Portfolio Positioning
02-26-2016 CFA Institute Research Challenge in Los Angeles
02-25-2016 Transaction Costs, Trade Throughs, and Riskless Principal Trading in Corporate Bond Markets (Includes Members-Only Recording)
02-23-2016 Book Club Discussion - A Rehabilitation of Say's Law
02-20-2016 CFALA 2nd Annual Bear Mountain Ski/Snowboard Trip
02-20-2016 Accounting Essentials
02-19-2016 Santa Barbara Luncheon Series - Thematic Investing: Private Equity – Trends and Themes
02-18-2016 Data Science for Finance Boot Camp
02-17-2016 Thematic Investing: Private Equity – Trends and Themes (Includes Members-Only Recording)
02-10-2016 Meet Your Mentor Mixer
02-09-2016 Book Club Discussion - The Escape from Balance Sheet Recession and the QE Trap: A Hazardous Road for the World Economy
02-03-2016 CIO Discussion: Economic Outlook And Market(s) Forecast
02-03-2016 First Wednesdays: The 2016 Wealth Management Excellence Series
01-29-2016 Santa Barbara Luncheon Series- Real Estate: Can the Good Times Continue?
01-28-2016 CFALA 14th Annual Economic and Investments Forecast Dinner (Includes Members-Only Recording & Presentations)
01-26-2016 Fireside Chat with Dan Fuss
01-21-2016 The Fed's Role in Impacting the Economy (Includes Members-Only Recording)
01-07-2016 The Surprising Success of a Naïve Stockpicking Paradigm (Includes Members-Only Recording)