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Fixed Income Series - 2024
PORTFOLIO Conference 2024
Election Showdown 2024: High-Stakes Consequences for Investors in California and Beyond
CFALA Young Professionals Group Culver City Social
Santa Barbara Lunch & Learn: Potential vs Pitfalls in Private Equity Investing
Micro Pop Up Social: Redlands
2024 Virtual Career Development Expo and Job Fair
A Fireside Chat with Howard Marks, CFA
Charter Recognition Ceremony 2024
Poker Night - December 2024
Overview of the Global Investment Performance Standards (GIPS) January 2025
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2024
09-12-24 Santa Barbara 15th Annual End of Summer Party
09-04-24 New Member Mixer - Sept. 2024
08-28-24 2024 Summer Social
Career Chat Series – Charting Your Own Course: Entrepreneurship in Finance and Investment Management
08-17-24 Dim Sum Social
08-08-2024 Poker Night - August 2024
08-01-2024 2024 Santa Barbara Dolphin Cruise
07-25-2024 Inaugural CFALA Young Professionals Group Kick-Off
07-22-2024 Eleventh Annual Golf Tournament
07-20-2024 Level III Ethics Workshop - July 2024
07-18-2024 Overview of the Global Investment Performance Standards (GIPS) July 2024
07-17-2024 How Do You Practice Wealth Management: The 2024 Peer to Peer Masterclass
07-13-2024 Mastering the Level II and III CFA® Exams - July 2024
07-11-2024 Fintech Presents: Democratizing Private Markets through Financial Technology
07-10-2024 Ethical Decision-Making Workshop
06-27-2024 What's Brewing with CFALA?
06-22-2024 Investing in Your Future – The CFA Charter and Your Future Employment
06-18-2024 Alternative Investment Series 2024
06-12-2024 Intro to Data Science for Business and Finance (Advanced Python) Spring 2024
06-06-2024 The Annual Meeting of the Members 2024
06-05-2024 Introduction to Python for Business and Finance Spring 2024
05-23-2024 A Fireside Chat with Lorraine Lee: How To Lead With Impact
05-17-2024 VIRTUAL CAREER DEVELOPMENT EXPO 2024
05-09-2024 2024 Santa Barbara Pickleball Tournament
05-08-2024 The Wealth Allocation Framework
04-18-2024 Spring Career Chat Series: Alternative Investments
04-17-2024 Alts Feeder Primer 2024 Edition
04-12-2024 Junior Achievement Finance Park Volunteer Opportunity 2024
04-04-2024 Poker Night - April 2024
03-22-2024 CFALA Golf Simulator Social
03-18-2024 ALTSLA 2024
03-14-2024 AI & Machine Learning: Unveiling the Future of Finance
03-13-2024 Micro Pop-Up Social: Inland Empire
03-09-2024 Level II Ethics Workshop – March 2024
03-02-2024 Level I Derivatives and Alternatives Workshop
02-28-2024 Micro Pop Up Social – Real World Assets
02-16-2024 CFA Institute Research Challenge in Los Angeles 2024
02-07-2024 Women's Advisory Council Presents: Interactive Group Cooking Class
02-01-2024 CFALA 20th Annual Economic and Investments Forecast Dinner
01-27-2024 Level III Ethics Workshop – Jan 2024
01-25-2024 New Member Mixer 2024
01-18-2024 Overview of the Global Investment Performance Standards (GIPS) 2024
01-10-2024 Planning and Organizing Your 2024 Job Search Campaign
01-06-2024 Level III CFA Exam Essay Writing Workshop 2024
2023
12-12-2023 CFALA Holiday Social 2023
12-06-2023 Saving Millions: Estate and Trust Planning
12-02-2023 Level I Ethics Workshop
11-16-2023 Charter Recognition Ceremony
11-15-2023 Elevate Your BioScience Expertise With The Leading Experts in Venture Capital and Private Equity Investments
11-14-2023 2nd Annual Virtual DEI Conference
11-14-2023 Fixed Income Series - 2023
11-07-2023 Santa Barbara Educational Mixer: A Critical Look at Factor Investing
11-02-2023 Poker Night – November 2023
11-01-2023 Career Pivots
10-26-2023 PORTFOLIO Conference 2023
10-19-2023 Fintech Presents: NeoBanks, Digital Economics, and Regulation in the Banking Industry
10-18-2023 Intro to Data Viz and Analytics with Microsoft Power BI Fall 2023
10-14-2023 Level II Ethics Workshop
10-11-2023 Career Chat Series - Equity Management
09-28-2023 Santa Barbara 14th Annual End of Summer Party
09-27-2023 Intro to Data Science for Business and Finance (Advanced Python) Fall 2023
09-23-2023 Investing in Your Future – The CFA Charter and Your Future Employment
09-20-2023 Intro to Python for Business and Finance Fall 2023
09-19-2023 Micro Pop Up Social - Blockchain Infrastructure in Finance
09-14-2023 CFALA Member Mixer with Post-CFA Exam Candidates
09-09-2023 Level I Ethics Workshop
09-07-2023 Market Outlook with Rob Arnott
08-30-2023 Shift Your Mindset to Focus on the Here and Now A Sound & Meditation Experience
08-24-2023 CFALA Summer Social
08-10-2023 CFALA Joint Mixer with BHBA, CalCPA, & FPA LA
08-10-2023 Poker Night – August 2023
08-09-2023 Non-Traditional Career Paths – Insurance
08-05-2023 Level III CFA® Exam Essay Writing Workshop
08-01-2023 The Practice of Wealth Management: A Peer-To-Peer Masterclass
07-29-2023 Level II Fixed Income Workshop
07-27-2023 Santa Barbara Dolphin Cruise
07-24-2023 Tenth Annual CFALA Golf Tournament
07-13-2023 Career Chat Series – Fixed Income Trading and Product Management
07-12-2023 Non-Traditional Career Paths – Pensions
06-22-2023 Overview of the Global Investment Performance Standards (GIPS) 2023
06-15-2023 Non-Traditional Career Paths – Government
06-14-2023 CFALA's 92nd Annual Meeting of the Members
Alternative Investment Series - 2023 - Series Registration
06-07-2023 Jeremy Siegel: A Legend Discusses the Current Markets and the Federal Reserve
05-31-2023 CIO Investment Leadership Series: Venture Debt Opportunities
05-18-2023 Fintech Presents: NFTs, DeFi and Blockchain
05-11-2023 Poker Night May 2023
05-09-2023 Micro Pop-Up Social – China
04-26-2023 Real Estate Development in the Epoch of Higher Interest Rates
04-25-2023 ESG: Opportunities and Challenges for Asset Managers
04-25-2023 Junior Achievement Finance Park Volunteer Opportunity 2023
04-13-2023 The Way of Council: The Practice of Mindful Communication
04-11-2023 Alternative Investment Series 2023
04-01-2023 Malibu Rock Creek Social Hike
03-27-2023 ALTSLA
03-22-2023 Intro to Data Viz and Analytics with Microsoft Power BI
03-15-2023 Intro to Data Science for Business and Finance (Advanced Python)
03-15-2023 Fintech Presents: Annual Trends in Fintech 2023
03-07-2023 New Member Mixer
03-02-2023 Meet the Board
03-01-2023 Intro to Python for Business & Finance
02-17-2023 CFA Institute Research Challenge in Los Angeles
02-09-2023 Axe Throwing Social
02-02-2023 CFALA 19th Annual Economic and Investments Forecast Dinner
01-18-2023 Effective Note-Taking for Business Professionals
01-11-2023 Memory Improvement Workshop
2022
01-12-2022 Speed Reading for Financial Professionals
01-13-2022 CFA Institute Takes Aim at Greenwashing
02-11-2022 DEI Virtual Conference
02-15-2022 Personal Productivity for Financial Professionals
02-18-2022 2022 CFA Institute Research Challenge in Los Angeles
03-03-2022 Poker Night March 2022
03-08-2022 Investing in Your Future: The CFA® Charter and Your Career Path - March 8th, 2021
03-09-2022 Coaching Yourself to Success During Volatile Times: Define Inside Out Success
03-15-2022 Western Region Distinguished Speaker Series: Real Estate: What May Be In Store For The Frothy U.S. Housing Market?
03-24-2022 ALTSLA 2022
03-25-2022 CFALA Member Mixer With Research Challenge Participants
03-29-2022 FinTech: Top Trends 2022
03-30-2022 A (Virtual) Intimate Chat With Renuka Kumar
04-01-2022 Enhance Your Social Media Presence To Advance Your Career
04-09-2022 Eaton Canyon Social Hike
04-21-2022 CIO Investment Leadership Series: Private Credit Strategies for the Future
04-27-2022 Digital Asset Investing Done Right. How Asset Managers Are Spearheading Investments Into The Digital Asset Ecosystem.
05-05-2022 Junior Achievement Finance Park Volunteer Opportunity
05-11-2022 Coaching Yourself to Success During Volatile Times: Achieve Holistic Success
05-19-2022 PORTFOLIO Conference 2022
05-25-2022 Evolution of Crypto - Challenges and Opportunities for Institutional Investors
06-01-2022 An Extraordinary Fireside Chat: Nobel Laureate Dr. William F. Sharpe on the Future of Financial Advice
06-02-2022 Santa Barbara Educational Mixer: A Rational Response to Irrational Reactions
06-02-2022 Mastering the Interview: Microsoft Excel
06-07-2022 Alternative Investment Series 2022
06-15-2022 CFALA's 91st Annual Meeting of the Members
06-23-2022 Pickleball Tournament
07-16-2022 CFALA TopGolf
07-20-2022 Coaching Yourself to Success During Volatile Times: Maintain Peace Through Ups and Downs
CFALA Santa Barbara - First Summer Social
08-05-2022 Micro Pop Up Social - CryptoCurrencies
The Empire Strikes Back - Energy and Commodities, long excluded from the menu of active management, are making a comeback
Mortgage & Mortgage-Backed Securities Boot Camp
08-30-2022 Charter Recognition Ceremony
09-14-2022 Professional Development Webinar Series: Public Speaking for Business Success
Intro to Data Viz and Analytics with Microsoft Power BI
Santa Barbara Educational Mixer: Climate Investing – Growth Drivers and the New Capital Cycle
Poker Night September 2022
Intro to Python for Business & Finance
09-28-22 An Intimate Chat With Christina Carroll
10-5-22 Your Resume: Have More Confidence. Get More Interviews.
10-06-2022 Santa Barbara 13th Annual End of Summer Party
10-12-2022 How Do You Practice Wealth Management? A Peer-to-Peer Masterclass
10-19-2022 Investing in Fintech Startups: Advice from Experienced Angels
End Of Summer Social 2022
CIO Investment Leadership Series: Alternative Investment Strategies
Global ESG Regulatory Landscape and the Impact of SEC ESG Rule Proposals
Overview of the Global Investment Performance Standards (GIPS) For 2023 Exam
Fixed Income Series - 2022
11-17-2022 A Fireside Chat With Personal And Behavioral Finance Expert Carl Richards
Santa Barbara Educational Holiday Mixer: Asset Allocation and the Risk/Return Landscape
12-07-2022 CFALA Holiday Social 2022
Poker Night December 2022
2021
01-12-2021 Investing In Your Future: The CFA Charter and Your Career Path
01-14-2021 FinTech Series — Artificial Intelligence: The New World of Asset Management
01-26-2021 A (Virtual) Intimate Chat With Breanne Eshelman
01-27-2021 Virtual Sake Tasting presented by Harajuku Taproom
02-02-2021 Virtual New Member Mixer
02-03-2021 A Collaborative WIM Initiative Event - Break Free From Imposter Syndrome: Embrace Your Competent, Capable Self
02-11-2021 CIO Investment Leadership Series Featuring Endowments
02-17-2021 Virtual Lunar New Year Celebration – Year of the Ox
02-18-2021 Western Region Forecast Event: A Conversation with Dr. Ben Bernanke
02-23-2021 Virtual Book Club: 'Competing in the Age of AI: Strategy and Leadership When Algorithms and Networks Run the World'
02-26-2021 2021 CFA Institute Research Challenge in Los Angeles
03-03-2021 Better Client Engagement = More Success
03-10-2021 A (Virtual) Intimate Chat With Nicole Adrien
03-11-2021 Impact of Gender Equity on Investment Decision Making
03-18-2021 Career Coaching To Land Your Next Job
03-24-2021 Virtual Night of Magic
03-29-2021 ALTSLA 2021
03-31-2021 Virtual Book Club - Layered Money: From Gold and Dollars to Bitcoin and Central Bank Digital Currencies
04-07-2021 A (Virtual) Intimate Chat With Alissa Shipper
04-08-2021 CIO Investment Leadership Series Featuring Fixed Income Managers
04-13-2021 Investing In Your Future: The CFA Charter and Your Career Path - April 13th, 2021
04-14-2021 FinTech Series — Bitcoin in 2021: The Uncertainty and Appeal
04-21-2021 Financial & Valuation Modeling Boot Camp - April 2021
04-21-2021 Navigating Market Volatility with Alternative Investments: Hedging Strategies for Equities, Fixed Income and Individual Asset Positions
04-22-2021 Investing for 1.5°C: Aligning Finance with Global Climate Goals
04-29-2021 Poker Night April 2021
05-06-2021 Collaborative Women in Investment Management in Partnership with Schroders Presents: The Myth of Fearlessness, Featuring Mary Poffenroth
05-06-2021 Data Science for Managers - Applications, Visualization, and Storytelling
05-13-2021 Career Transitions And Becoming Unstuck
06-02-2021 Post Pandemic Global Macro Outlook
06-08-2021 2021 Alternative Investment Series
06-09-2021 A (Virtual) Intimate Chat With Melissa Maquilan Radic
06-23-2021 Data Visualization and Business Analytics with Microsoft Power BI
06-23-2021 CFALA's 90th Annual Meeting of the Members
07-10-2021 Social Hike and Lunch: Temescal Canyon July 2021
07-12-2021 Certificate in ESG Investing
07-15-2021 FinTech Series — FinTech: The State of The State
08-11-2021 The Double Bottom Line
08-19-2021 Women in Finance – The Value of Credentials
09-01-2021 The Insurance & Annuity Debate – A Cage Match Event
09-08-2021 Professional Development Webinar: Everyone Has Something to Say - Master the Art of Public Speaking
09-08-2021 Introduction to Python for Business and Finance
09-09-2021 Poker Night September 2021
09-22-2021 Financial & Valuation Modeling Boot Camp - September 2021
09-23-2021 CFA Society Los Angeles Santa Barbara 12th Annual End of Summer Party
09-25-2021 Franklin Canyon Hike & Dog Walk
09-30-2021 Noise: Applications to Financial Analysis and Discussion of the Recent Book by Daniel Kahneman, Olivier Sibony, and Cass Sunstein
10-13-2021 A (Virtual) Intimate Chat With Jerilyn McAniff
10-13-2021 Introduction to Data Science for Finance
10-14-2021 FinTech Series — Investing in Private Companies: Valuations and Deal Flow
10-21-2021 Ambition to Action - The Future of ESG in Retirement Plans
11-03-2021 Micro Pop Up Social - Manhattan Beach
11-04-2021 Career Development Series - Salary Negotiations
11-06-2021 A Day in the Life of a CFA® Charterholder
11-11-2021 Moving Beyond Bitcoin
Fixed Income Series - 2021
11-17-2021 The Wealth Management League Fall 2021 Summit — Clear and Present Danger: The Passive Investing Tsunami
12-01-2021 You Can Do That? The Wonders of Software in Wealth Management
12-02-2021 Poker Night December 2021
12-07-2021 Intro to Machine Learning for Business and Finance: Classification Techniques
12-09-2021 Investing in Your Future: The CFA® Charter and Your Career Path - December 9th, 2021
12-15-2021 CFALA Bowling Night: Bowlero 2021
2020
01-14-2020 An Intimate Chat With Kahne Krause
01-14-2020 New Member Wine & Cheese Mixer
01-18-2020 CFALA Social Hike and Lunch: Sturtevant Falls
01-28-2020 Santa Barbara Luncheon Series: Lessons Learned: Business Investing with Matt Smith of St. Cloud Capital
01-30-2020 CFALA 18th Annual Economic and Investments Forecast Dinner
02-13-2020 CFA Society New York - Distressed Credit 2020: Finding Gain in Turmoil and Pain
02-25-2020 An Intimate Chat With Ran Lu-Andrews
02-26-2020 Meet Your Mentor Mixer - Spring 2020
02-27-2020 CFA Society New York - What’s New in Accounting
02-28-2020 CFA Institute Research Challenge in Los Angeles
03-04-2020 Advisors: Improve Your Value Add Proposition with Behavioral Bias Awareness
03-06-2020 Santa Barbara Breakfast Meeting - Fear and Greed: Why Investors Do What They Do (Cancelled)
04-02-2020 CFA Society New York - Cyber Security Forum 2020
04-09-2020 CFA Society Orange County: Perspective on a Pandemic: Investing and COVID-19
04-16-2020 CFA Society Boston: "Is Quant Fundamentally Flawed?"
04-16-2020 10 Ways to Ensure Your Job Search and Career Survives a Pandemic
04-18-2020 Introduction to Python (Webinar)
04-21-2020 Virtual Happy Hour
04-22-2020 CFA Society Chicago - Modern Monetary Theory: Historic Monetary and Fiscal Stimulus: Savior or Destroyer?
04-30-2020 An Intimate Chat With Kathryn McBride
05-05-2020 CFA Society Washington, DC - Virtual ESG Asset Owners Summit 2020
05-07-2020 Virtual Happy Hour
05-12-2020 LA Women of Finance Unite to Move the Needle on Female Equity in the Workplace
05-13-2020 CFA Society New York - Managing Wall Street Job Search: The Next Normal
05-18-2020 CFA Society New York - Can We Kick-Start The Global Economy?
05-19-2020 CFA Society New York - FASB Chairman Russell Golden
05-21-2020 PORTFOLIO Online — Roger Ibbotson On The Popularity Asset Pricing Model
05-26-2020 PORTFOLIO Online — Lee Ferridge Presents ‘Macro Outlook: Picking Up The Pieces’
05-26-2020 CFA Society New York - Reflections on a Career Serving the Public Pension System
05-28-2020 Jim Bianco Presents ‘The 90% Recovery’
05-28-2020 Virtual Happy Hour - May 28th
06-02-2020 Ethical Decision-Making for Investment Professionals
06-04-2020 PORTFOLIO Online — Venture Capital: The Path Ahead
06-09-2020 PORTFOLIO Online — Rising Stars in Asset Management
06-10-2020 Virtual Happy Hour - June 10th
06-11-2020 PORTFOLIO Online — Best Practices for ESG in the New Economy
06-16-2020 PORTFOLIO Online — The Bottom Line: The COVID-19 Impact on Markets, Real Estate, and the Economy
06-16-2020 Investing in the CFA® Program and Maximizing Your Value
06-17-2020 Financial & Valuation Modeling Boot Camp - June 2020
06-18-2020 CFALA's 89th Annual Meeting of the Members
06-23-2020 PORTFOLIO Online — Non-Transparent Active ETFs: How They Work and Why They Were Developed
06-23-2020 PORTFOLIO Online — The Challenges of Asset Allocation in the Age of Low Rates and a Fed Backstop
06-24-2020 Virtual Happy Hour - June 24th
06-30-2020 CFA Society New York - Global Policymakers Series (GPS) Inaugural Summit 2020
06-30-2020 PORTFOLIO Online — Opportunities in the Fixed Income World
07-01-2020 A (Virtual) Intimate Chat With Linda Davis Taylor
07-02-2020 PORTFOLIO Online — Real Estate Investment Post-COVID-19
07-08-2020 Virtual Happy Hour - July 8th
07-09-2020 The CFA® Journey: Meet, Learn, Network
07-14-2020 The Great Reorg: Fintech Opportunities Post-Quarantine
07-15-2020 PORTFOLIO Online — Private Credit
07-21-2020 ESG Virtual Roundtable: Understanding the Universal Shareholder
07-22-2020 Virtual Happy Hour - July 22nd
07-29-2020 Your Resume vs. Your Linkedin Profile – What You Need To Know
08-05-2020 Virtual Happy Hour - August 5th
08-12-2020 2020 Private Equity Symposium
08-13-2020 CIO Panel of Investment Consultants
08-18-2020 A (Virtual) Intimate Chat With Alicia Romo
08-19-2020 Turn Job Interviews Into Offers
08-26-2020 Financial & Valuation Modeling Boot Camp - August 2020
08-26-2020 Virtual Happy Hour: Mixology 101
08-27-2020 Meet Your Mentor Virtual Happy Hour - Fall 2020
09-02-2020 What Happens in California Affects the World: A Macroeconomic Review of California
09-03-2020 Election 2020: A Special Analysis of the Election Outlook
09-09-2020 Virtual Happy Hour - September 9th
09-10-2020 A (Virtual) Intimate Chat With Karen McClintock
09-16-2020 Giving Voice to Values: Ethics in Action
09-17-2020 CIO Investment Leadership Series Featuring Family Offices
09-21-2020 Virtual Sushi Tasting
09-23-2020 Effective Salary Negotiation: Earn Thousands in Minutes
09-29-2020 POWER Series: Stephanie Cohen
10-07-2020 How Do Others Think Of You? Exploring and Improving Personal and Team Branding
10-08-2020 CIO Investment Leadership Series Featuring Pensions
10-08-2020 Virtual Happy Hour - October 8th
10-14-2020 FinTech Series — Asset Managers: Powering Your Performance with Technology
10-15-2020 Mortgage & Mortgage-Backed Securities Boot Camp
10-15-2020 A (Virtual) Intimate Chat With Diane Jaffee
10-20-2020 Earning Investor’s Trust
10-21-2020 Poker Night
10-22-2020 Virtual Pumpkin Carving Night
10-24-2020 Introduction to Data Science for Finance and Business
10-28-2020 Investing In Your Future: The CFA Charter and Your Career Path
10-29-2020 Virtual Book Club: 'The Fourth Turning' by Neil Howe and William Strauss
11-04-2020 Emerging Alternative Investments Symposium: Who Wants To Be A SPAC Millionaire?
11-05-2020 Analyzing Risk In Your Career Portfolio
11-11-2020 Trivia Night
11-12-2020 Distinguished Speaker Series: Fireside Chat with Dan Fuss, CFA and Joan Payden, CFA
11-12-2020 The Women’s Group Intimate Chat Series Presents: Takeaways from the Fireside Chat
11-12-2020 Mastering the Level II and III CFA® Exams
Fixed Income Series - 2020
12-01-2020 Crisis as Crucible: A Jedi Guide to Investment Serenity
12-02-2020 Tax Changes Loom: Proactive Strategies for Your Clients
12-09-2020 2020 Holiday Social: A (Virtual) Wine and Spice Tasting
12-16-2020 Virtual (Holiday) Happy Hour: Ugly Sweater Edition
2019
01-09-2019 An Intimate Chat Series
01-16-2019 Eurekanomics: Discovering the Missing Link in Macroeconomics
01-18-2019 Applying ESG in Private Equity
01-23-2019 CFALA 17th Annual Economic and Investments Forecast Dinner
02-06-2019 AI: Understanding the Next Wave of Innovation
02-09-2019 Accounting Essentials Spring 2019
02-12-2019 An Intimate Chat with Cathy Woo
02-20-2019 Meet Your Mentor Mixer - Spring 2019
02-22-2019 CFA Institute Research Challenge in Los Angeles
02-28-2019 Excel Visual Basic (VBA) for Finance Boot Camp
02-28-2019 Book Club Speaker: Mark Skousen, Author of 'The Making of Modern Economics'
03-05-2019 Money, Happiness, and the Future of Wealth Management
03-14-2019 ALTSLA 2019
03-14-2019 Santa Barbara Luncheon Series: Eurekanomics - Discovering the Missing Link in Macroeconomics
03-26-2019 An Intimate Chat with Laila Kollmorgen
03-30-2019 CFALA Social Hike and Lunch: Temescal Canyon
04-03-2019 Blockchain Technology for Wealth Managers and your Clients: Do you want to own it - or will it own you?
04-06-2019 Introduction to Python - April 2019
04-11-2019 Career Development Expo & Job Fair 2019
04-12-2019 Women Uniting for Financial Literacy
04-15-2019 Introduction to Data Science for Finance and Business - April 2019
04-24-2019 An Intimate Chat with Erica White
04-25-2019 Mortgage & Mortgage-Backed Securities Boot Camp
05-14-2019 Career Management Seminars for Professionals with 5+ Years Experience
05-15-2019 The 2019 Liquid Alts Symposium
05-17-2019 Schweser 3-Day Review Spring 2019
05-30-2019 Portfolio Conference 2019
06-01-2019 Schweser Live Mock Exam Spring 2019
06-05-2019 Opportunity Zones: What does tax-free investing mean in the 2017 Tax Cut and Jobs Act?
06-08-2019 Data Science for Managers - Applications, Visualization, and Storytelling
06-12-2019 An Intimate Chat with Ann Kono
06-17-2019 Ninth Annual CFALA Golf Tournament
06-18-2019 Distinguished Speaker Series: Deborah Fuhr - Talking About Indexes
06-26-2019 Financial & Valuation Modeling Boot Camp June 2019
06-27-2019 CFALA's 88th Annual Meeting of the Members
07-11-2019 Private Equity & Real Assets Symposium
07-13-2019 Why The CFA Program? - The CFA® Charter and Your Future Employment -July
07-20-2019 Introduction to Python (Live Course - CFALA Member Center)
07-25-2019 LA Young And Emerging Professionals (YEP) Committee: Joint Networking Mixer
08-03-2019 Introduction to Data Science for Finance and Business (Online Webinar)
08-07-2019 Deep Dive Into BDC's: What's the Real Story on Business Development Corps?
08-08-2019 Pump Up Your Power!
08-12-2019 Introduction to Time Series Analysis in Python (Online Webinar)
08-15-2019 Book Club: 'A History of the United States in Five Crashes'
08-27-2019 Meet Your Mentor Mixer - Fall 2019
08-28-2019 2019 CFALA Summer Social
09-11-2019 VC & Emerging Alternative Investments Symposium
09-16-2019 Machine Learning - Classification Models in Python (Online Webinar)
09-18-2019 The Future of Fiduciary is not Fiduciary...It's Behavioral Governance
09-19-2019 An Intimate Chat With Erin Simpson
09-19-2019 CFA Society New York - Trading Psychology: Using Self-Awareness to Improve Your Investment Process (Livestream)
09-26-2019 CFALA Santa Barbara Eleventh Annual End of Summer Party
10-02-2019 Deep Dive Into Concentrated Equity: How to Master Single Stock, NQSO, ISO, and RSU Exposures
10-03-2019 Conversation with Heal the Bay CEO to Discuss Environmental Issues and their Investment Implications
10-07-2019 CFA Society New York - Big Data: Active Equity Managers’ Uses and Misuses
10-16-2019 Santa Barbara Luncheon Series: Challenges of Long-Term Care: The Good, the Bad, and the Ugly
10-16-2019 A Private Evening of Wine, Food, and Conversation/Networking at Tin Roof Bistro
10-17-2019 Book Club: "An Economist Walks Into a Brothel: And Other Unexpected Places to Understand Risk"
10-17-2019 CFA Society New York - Private Wealth Managers, Succession Plans: Handing Off the Baton
10-24-2019 CFA Charter Recognition Dinner
11-06-2019 Financial & Valuation Modeling Boot Camp - November 2019
11-06-2019 Hedge Fund Symposium
11-07-2019 An Intimate Chat With Kim Wood
11-14-2019 CFA Society New York - ABCs of Sustainable Investing
11-18-2019 Advising Older Clients – Financial Vulnerability, Warning Signs, Recent Research and Practical Applications for Advisors
11-19-2019 Book Club: "The Success Equation"
11-19-2019 CFA Society New York - Fall 2019 Employment Outlook
11-20-2019 CFA Society New York - Women & Wealth: Discussion with Barbara Stewart, CFA
Fixed Income Series - 2019
11-25-2019 CFA Society New York - CFANY Fourth Annual Global Macro Outlook
12-04-2019 The Current and Future State of Wealth Management: The Transformative & Disruptive Aspects of Technology
12-05-2019 Santa Barbara Luncheon Series: Don’t Lose the “End Game!" - Succession & Estate Planning that Survives Through the Next Generation
12-19-2019 CFALA Holiday Social
2018
01-11-2018 Book Club Discussion - The Business of Family: How to Stay Rich for Generations
01-24-2018 CFALA 16th Annual Economic and Investments Forecast Dinner
01-30-2018 Meet the Board
01-30-2018 Meet Your Mentor Mixer - Spring 2018
02-01-2018 Santa Barbara Luncheon Series - Community Choice Energy – Put the Right Mix in your Power Generation
02-07-2018 Alternative Investments in Taxable Accounts
02-07-2018 First Wednesdays: The 2018 Wealth Management Excellence Series
02-09-2018 CFA Institute Research Challenge in Los Angeles
03-08-2018 New Member Wine & Cheese Mixer
03-08-2018 Santa Barbara Luncheon Series - Turning Stars into Gold: How Las Cumbres Observatory Helped Start a Revolution in Astronomy
03-09-2018 Introduction to Data Science for Finance: Python Course
03-14-2018 Book Club Discussion - Antifragile
03-15-2018 Mortgage & Mortgage-Backed Securities Boot Camp
03-21-2018 ALTSLA 2018
03-23-2018 Free Professional Headshots for Members!
03-28-2018 2018 CFA Institute Wealth Management Conference
04-04-2018 Distinguished Speaker Series and First Wednesdays: Investment Decisions and Behavioral Finance (BeFi): Shining a Light on Your Blind Spots
04-05-2018 Book Club Discussion - The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google
04-06-2018 Advanced Machine Learning for Finance and Business: Classification Techniques
04-24-2018 Career Development Expo & Job Fair 2018
05-19-2018 Spring 2018 USC/CFALA CFA Practice Exam
05-23-2018 The 2018 Hedge Fund Symposium
05-30-2018 Santa Barbara Luncheon Series - Why The Cash Burn? Welcome To Software As A Service (SaaS)
06-02-2018 CFALA Universal Studios Trip
06-02-2018 Schweser Live Mock Exam Spring 2018
06-06-2018 Geopolitical Guidance: The New, New World Order and How to Hedge It
06-08-2018 ESG Member Community Kickoff
06-14-2018 CFALA's 87th Annual Meeting Of The Members
06-21-2018 Why The CFA Program? - The CFA® Charter and Your Future Employment -June
06-20-2018 Financial & Valuation Modeling Boot Camp June 2018
07-14-2018 Why The CFA Program? - The CFA® Charter and Your Future Employment -July
07-18-2018 The 2018 Liquid Alts Symposium
07-23-2018 Eighth Annual CFALA Golf Tournament
07-24-2018 LA Young And Emerging Professionals (YEP) Committee: Joint Networking Mixer
07-25-2018 Speed Reading Workshop
08-01-2018 - Withdrawal Strategies: The Under-Appreciated Opportunity for Advisors
08-14-2018 Book Club Speaker: Michael Cole, Author of 'More Than Money'
08-22-2018 CFALA Summer 2018 Social
08-28-2018 Meet Your Mentor Mixer - Fall 2018
09-12-2018 The 2018 Private Equity Symposium
09-13-2018 Asia Pacific Member Community Kick-Off Meeting
09-14-2018 Time Series for Finance and Business
09-20-2018 Diversity & Inclusion Conference 2018: Strategies For Success
09-20-2018 CFALA Santa Barbara Tenth Annual End Of Summer Party
09-21-2018 ESG Investing Member Community Quarterly Meeting
09-25-2018 Fixed Income Series - 2018
09-27-2018 Book Club Discussion - Misbehaving: The Making of Behavioral Economics
09-27-2018 Work Hard, Play Harder- Joint Mixer @LA Rams with CalCPA, CFALA, LAAHU & NAIFA
10-03-2018 Wealth Transfer to Next-Gen Clients: Will They Stay or Will They Go?
10-09-2018 Advising Older Clients – Risks, Resources, and Prudent Practices
10-11-2018 Why The CFA Program? - The CFA® Charter and Your Future Employment - October
10-17-2018 An Intimate Chat With Monica Erickson
10-18-2018 New Member Wine & Cheese Mixer
10-18-2018 Impact Investing in Public Equities
11-01-2018 Asia Pacific Member Community Meeting - Career Paths in Finance
11-03-2018 Fall 2018 USC/CFALA Review Program Practice Exam
11-07-2018 Santa Barbara Luncheon Series - Build A Foundation For Income With Commercial Real Estate Debt
11-07-2018 Financial & Valuation Modeling Boot Camp - November 2018
11-14-2018 The 2018 Venture Capital & Fintech Symposium
11-15-2018 CFA Charter Recognition Dinner
11-15-2018 An Intimate Chat With Jennifer Murphy
Schweser Live Mock Exam Fall 2018
11-17-2018 Why The CFA Program? - The CFA® Charter and Your Future Employment - November
12-05-2018 WealthTech 2018: Artistry or Machinery?
12-06-2018 Santa Barbara Luncheon Series: West Coast Pumping Up! M&A Analytics in the US/CA Downstream Industry
12-12-2018 2020 GIPS Update
12-18-2018 CFALA Holiday Social
2017
01-31-2017 CFALA 15th Annual Economic and Investments Forecast Dinner
02-04-2017 CFALA Disneyland Trip
02-07-2017 Panel Discussion: Event-Driven Value Investing
02-07-2017 Meet Your Mentor Mixer
02-08-2017 First Wednesdays: The 2017 Wealth Management Excellence Series
02-08-2017 Asset Allocation 2.0: Investment Positioning for a Multi-Quarter Time Horizon
02-16-2017 Become a Superforecaster: CFA Society Los Angeles 2017 Finance & Economics Challenge
02-28-2017 Santa Barbara Luncheon Series - The Digital Landscape of Advisory
03-03-2017 CFA Institute Research Challenge in Los Angeles
03-07-2017 New Member Wine & Cheese Mixer
03-09-2017 The Future of Fixed Income
03-10-2017 Data Science for Finance Boot Camp
03-11-2017 CFALA 3rd Annual Ski/Snowboard Trip
03-14-2017 Behavioral Portfolio Management: A Goal Based Approach
03-15-2017 Santa Barbara Luncheon Series - Goals Based Investing: What are investors really looking for?
03-16-2017 CFALA Annual March Madness Viewing Party
03-22-2017 3rd Annual ALTSLA
03-23-2017 Roundtable Q&A with CFA Institute's CEO Paul Smith
04-04-2017 Santa Barbara Luncheon Series - Amgen - Biotechnology Pioneer
04-05-2017 Distinguished Speaker Series and First Wednesdays: Debate on the Merits of Non-Market Cap Weighting
04-06-2017 Career Development Expo & Job Fair 2017
04-13-2017 Free Professional Headshots for Members!
04-26-2017 Economic Forecast: China and Emerging Asia
05-02-2017 Evolving Talent: Culture, Diversity, and Competition
05-04-2017 Tech and Wealth Management: Transformative or Disruptive?
05-10-2017 The 2017 Liquid Alts Symposium
05-11-2017 Mortgage & Mortgage-Backed Securities Boot Camp
05-17-2017 Introduction to Ethical Decision-Making Webinar
05-23-2017 Santa Barbara Luncheon Series - Do Good and Feel Better - Environmental, Social and Corporate Governance Investing
05-24-2017 Defensive Equity Yield is the New Black
06-07-2017 Advising the First Time Seller on a Liquidity Event
06-14-2017 Distinguished Speaker Series: Bond Masters of the Universe
06-14-2017 Financial & Valuation Modeling Boot Camp June 2017
06-16-2017 Book Club Speaker: Author Steven Kates
06-20-2017 Santa Barbara Luncheon Series - REIT Investing - A Health Care REIT Case Study
06-27-2017 CFALA's 86th Annual Meeting of the Members
07-05-2017 Santa Barbara Luncheon Series - What Does the Future Look Like for Water in Santa Barbara?
07-13-2017 The 2017 Hedge Fund Symposium
07-24-2017 Seventh Annual CFALA Golf Tournament
07_27_2017 LA Young and Emerging Professionals (YEP) Committee: Joint Networking Mixer
08-02-2017 Dimensional Fund Advisors: Pursuing Higher Expected Returns in Equities / Advancements in Fixed Income Trading
08-16-2017 CFALA Summer Social
08-30-2017 Meet Your Mentor Mixer - Fall 2017
09-20-2017 Private Equity Roundtable: Current Trends in Private Equity
09-21-2017 Fixed Income Series 2017
09-27-2017 Book Club Meeting - A Great Leap Forward?
09-28-2017 CFALA Santa Barbara Ninth Annual End of Summer Party
10-04-2017 The War on Tax Inefficiency: Advanced Weaponry (Loss Harvesting, Deferral, Turnover, & Municipal Bonds)
10-11-2017 Santa Barbara Economic Vitality in a Post Brick and Mortar World
10-12-2017 New Member Wine & Cheese Mixer
11-02-2017 CFA Charter Recognition Dinner
11-02-2017 LA Young and Emerging Professionals (YEP) Committee: Joint Networking Mixer
11-06-2017 FinTech - Opportunities and Challenges
11-08-2017 Financial & Valuation Modeling Boot Camp November 2017
12-06-2017 Santa Barbara Luncheon Series: Taken Captive - The Secret to Capturing Your Piece of America's Multi-Billion Dollar Insurance Industry
12-06-2017 State of the Art of Wealth Management Technology
12-09-2017 3rd Annual Stock the Pantry at the L.A. Foodbank
12-13-2017 CFALA Holiday Social
2016
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
08-24-2016 CFALA Summer Social
08-10-2016 Monthly Meditation 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 Hedge Fund Symposium
07-12-2016 CFALA Happy Hour Chat Series
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
06-21-2016 CFALA Distinguished Speaker Series: Jeffrey Gundlach
06-15-2016 Financial & Valuation Modeling Boot Camp June 2016
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
05-26-2016 Santa Barbara Luncheon Series – Oil, Easy Money and the Reach for Yield
05-23-2016 Monthly Meditation Mondays
05-18-2016 What Can Liquid Alts Do For You?
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
04-14-2016 Expert Panel Discussion: 2016 Outlook on China and the Emerging Asian Economies
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
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
02-23-2016 Book Club Discussion - A Rehabilitation of Say's Law
02-20-2016 CFALA 2nd Annual Bear Mountain Ski/Snowboard Trip
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
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
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
01-26-2016 Fireside Chat with Dan Fuss
01-21-2016 The Fed's Role in Impacting the Economy
01-07-2016 The Surprising Success of a Naïve Stockpicking Paradigm
09-20-2016 Close of the PhD Standard: CFALA Distinguished Speaker Series - James Grant
09-22-2016 New Member Wine & Cheese Mixer
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
09-28-2016 Why Did the Brits Brexit, and What Does it Mean?
09-29-2016 CFALA Santa Barbara Eighth Annual End of Summer Party
10-03-2016 Monthly Meditation Mondays
10-06-2016 Private Equity Roundtable: Private Equity & Real Estate Debt Opportunities
10-06-2016 Mortgage & Mortgage-Backed Securities Boot Camp
10-10-2016 Clarifying Longevity Math: The Past, Present and Future of Annuities
10-13-2016 Book Club Meeting - Superforecasting: The Art and Science of Prediction
10-20-2016 CFA Institute Conference: Fixed-Income Management 2016
10-26-2016 Finance Industry Series: Career Panel
10-27-2016 The Paradox of Choice: When Is More Actually Less?
11-02-2016 ESG Investing and Philanthropy: Meeting Client Social Goals While Optimizing Investments
02-03-2016 First Wednesdays: The Wealth Management Excellence Series
11-09-2016 Financial & Valuation Modeling Boot Camp November 2016
11-10-2016 LA Young and Emerging Professionals (YEP) Committee: Joint Networking Mixer
11-15-2016 CFA Charter Recognition Dinner
11-16-2016 Santa Barbara Luncheon Series - The Obama Doctrine and Beyond: Challenges for the President-elect
11-30-2016 DOL Fiduciary Rule: Impact Analysis & Action Items
12-01-2016 CFALA Happy Hour Chat Series
12-03-2016 2nd Annual Stock the Pantry
12-07-2016 Santa Barbara Luncheon Series - Evolution of Non-Profits in Santa Barbara – A 40 Year View
12-07-2016 CFALA Holiday Social
12-13-2016 Venture Capital and Fintech Symposium
2015
08-25-2015 Meet Your Mentor Mixer - Fall 2015
07-27-2015 Fifth Annual CFA Society Los Angeles Golf Tournament
10-20-2015 New Member Wine & Cheese Mixer
09-24-2015 CFALA Santa Barbara Seventh Annual End of Summer Party
06-04-2015 It's Back to the Future for Fixed Income
05-28-2015 Brown Bag Lunch Series: A Conversation on Quantitative Risk Management & Security Selection
05-27-2015 A Paradigm Shift in India Under Modi
04-26-2015 Bill Browder Discusses His Book Red Notice
05-08-2015 Putting Investors First
01-08-2015 Actionable Ideas for Combining Active and Passive Management
11-04-2015 CFA Charter Recognition Dinner 2015
12-09-2015 CFALA Holiday Social
Fifth Annual CFA Society Los Angeles Golf Tournament Waiting List
09-30-2015 Crowdfunding, Venture Capital & Private Equity 2015 Roundtable
06-04-2015 Boot Camp: Mortgage & Mortgage-Backed Securities - June 2015
10-13-2015 Buffett's Alpha
09-20-2015 CFALA Social Hike and Lunch: Temescal Canyon
09-23-2015 Investment Management Career Panel and Networking Cocktail Reception
09-10-2015 Annual Fixed Income Series 2015
10-15-2015 Liquidity: When Small Trades Mean Big Moves
10-15-2015 High Yield Credit Analysis Boot Camp
10-19-2015 Brown Bag Lunch Series: An Anatomy of Liquidity Risk
10-21-2015 Financial & Valuation Modeling Boot Camp October 2015
10-27-2015 Community Outreach Committee Kickoff Social
10-28-2015 Popular Economics: What the Rolling Stones, Downton Abbey, and LeBron James Can Teach You about Economics
10-28-2015 Book Club Discussion: Popular Economics: What the Rolling Stones, Downton Abbey, and LeBron James Can Teach You about Economics
10-29-2015 Insider Trading from the Perspective of the FBI
11-03-2015 Corporate Presentation - Rising Rates: Impact on Bonds and Portfolio Protection Solutions
11-03-2015 Brown Bag Lunch Series- Direct Relief: A Model for the Future of Humanitarian Aid
11-05-2015 The New Tsar: The Rise and Reign of Vladimir Putin
11-12-2015 LA Young and Emerging Professionals (YEP) Committee: Networking Mixer
11-16-2015 Santa Barbara Luncheon Series: What is a Goldilocks Recovery?
11-17-2015 Mastering Stocks & Bonds: Understanding How Asset Cross-Over Strategies Will Improve Your Portfolio’s Performance
12-12-2015 Stock the Pantry
2014
10-31-2014 VIX and Volatility as a Tradable Asset
11-05-1014 Lunchtime Monthly Meditation & Wellness Series – Finding Happiness in the Present Moment
11-11-2014 CFA Charter Recognition Dinner
11-12-2014 Spy the Lie
11-13-2014 CFALA Joint Networking Event with CalCPA, NAIFA, and Young Tax Lawyers
11-13-2014 The Weird, Wild World of Fixed Income Investing
11-19-2014 Lessons Learned from the CFO to the CEO Suite/Roadmap to Understanding Retirement Plan Fees
11-21-2014 Financial Modeling and Forecasting Boot Camp
12-02-2014 CFALA Holiday Social
12-03-2014 Lunchtime Monthly Meditation & Wellness Series – Improving our Digestion by Eating Mindfully
12-04-2014 Boot Camp: Risk Measurement: Statistical, Probabilistic, Scenario Based - December 2014
12-09-2014 The 2015 Economy: Implications for Interest Rates, Real Estate and Equities
12-17-2014 Deep Value
04-08-2014 Emerging Market Debt: The Five Things You Need to Know
10-29-2014 Book Discussion: The End of the Risk-Free Rate: Investing When Structural Forces Change Government Debt
01-15-2014 Accounting Scandals and Detecting Financial Irregularities
02-20-2014 Meet Your Mentor Mixer - Spring 2014
02-21-2014 CFA Institute Research Challenge in Los Angeles
02-19-2014 Jeffrey E. Gundlach: Is Quantitative Easing at a Turning Point?
02-13-2014 When and Why Does Momentum Work - and Not Work?
02-06-2014 Economic & Investments Forecast Dinner
02-27-2014 CFALA Book Discussion: “Future Babble: Why Expert Predictions Fail – and Why We Believe Them Anyway” by Dan Gardner
03-04-2014 How Macroeconomic Factors Affect your Portfolio
03-05-2014 CFALA Happy Hour Chat Series - March 5th 2014
03-06-2014 Financial & Valuation Modeling Boot Camp March
03-12-2014 Socially Responsible Investing: An Update and A Distinctive Approach
03-13-2014 Bitcoins Move into the Mainstream
03-26-2014 Ten Things Every Woman Should Know Before Talking Salary
04-01-2014 Agency Problems in Order Routing Decisions: The Making and Taking of Client Money
04-09-2014 Tax-Managed Investing in an Era of Rising Tax Rates
04-16-2014 Trends in Hedge Fund Governance
04-23-2014 Career Development Expo and Job Fair 2014
04-24-2014 Goals Based Wealth Management in Practice - a New Paradigm
05-02-2014 Capitalization Table Modeling
05-07-2014 New Risk Metrics For a Changed World
05-13-2014 The Madoff Inside Each of Us
05-29-2014 Young & Emerging Professionals (YEP) Committee: Networking Mixer with CFALA, CalCPA, NAIFA, YTL
06-04-2014 Saving Private Pension Plans
06-10-2014 Book Discussion: Strategic Value Investing: Practical Techniques of Leading Value Investors by Stephen Horan, Robert Johnson, and Thomas Robinson
06-10-2014 The Value of Value Investing
06-12-2014 Financial & Valuation Modeling Boot Camp June
06-12-2014 Volunteer Appreciation Social (Santa Monica)
06-18-2014 Beware the Next Black Swan? Conventional Analysis in Unconventional Times
06-18-2014 CFALA Santa Barbara Presents: Beware the Next Black Swan? Conventional Analysis in Unconventional Times
06-19-2014 Volunteer Appreciation Social (Downtown LA) - June 19, 2014
06-24-2014 Smart Beta 2.0: A new form of indexing
07-09-2014 CFALA’s 83rd Annual Meeting of the Members
07-11-2014 Dan Fuss - Bond Market Outlook
07-15-2014 “Money For Nothing” Film Screening and Q&A
07-23-2014 CFALA Whisky Tasting Social: "A Night of Irish Whisky"
07-28-2014 Fourth Annual CFA Society Los Angeles Golf Tournament
08-12-2014 The Financial Domino Effect: How to Profit Now in the Volatile Global Economy
08-12-2014 Book Discussion: The Financial Domino Effect: How to Profit Now in the Volatile Global Economy
08-13-2014 CFALA Happy Hour Chat Series: Wellness Talk
08-19-2014 Meet Your Mentor Mixer - Fall 2014
08-28-2014 Third Annual Asian Pacific Community of Interest Happy Hour and Mixer
09-09-2014 The Role of Behavioral Errors Leading Up To and Causing The 2007/08 Financial Crisis
09-10-2014 What's Next for the Economy and the Dollar?
09-11-2014 Annual Fixed Income Series 2014
09-11-2014 History of Wealth Accumulation and Contemporary Application of Tested Methods.
09-18-2014 The Reckoning: How Accounting Has Guided Growth Of Nations, And Deceptions Have Led to the Collapse Of Nations
09-23-2014 CFALA Fixed Income Panel
09-25-2014 Asset Allocation in a Geopolitically Uncertain World: An Alternative Perspective on Risk
10-02-2014 CFALA Lunchtime Meditation Class for Beginners
10-02-2014 Santa Barbara 6th Annual End of Summer Party
10-06-2014 California’s Financial Future
10-08-2014 Managing Assets and Clients through the Distressed Cycle
10-11-2014 CFALA Social Hike and Lunch: Temescal Canyon
10-14-2014 Smart Beta: The Second Generation of Index Investing
10-15-2014 Applied Behavioral Finance Research Update Panel
10-21-2014 An Evening with Michael Lewis
10-21-2014 Michael Lewis pre-event Dinner
10-28-2014 Open Secret - Dinner with Erin Arvedlund
10-08-2014 Financial & Valuation Modeling Boot Camp October 2014
2013
01-15-2013 Southeast Asia Investment Forum
01-24-2013 Origami Capital’s Idea Challenge & Innovation Workshop
2012
01-12-2012 Investment Grade Wine
01-25-2012 Economic & Investments Forecast Dinner
01-31-2012 Rowing Through Rough Waters
02-08-2012 Funding Constraints and Market Efficiency
02-09-2012 Volatility as an Emerging Asset Class: VIX and Beyond
02-10-2012 Investment Performance Group Social: Happy Hour Performance Mixer
02-13-2012 Meet Your Mentor Mixer - Spring 2012 Registration
02-24-2012 CFA Institute Research Challenge in Southern California
03-22-2012 CFALA Santa Barbara Fourth Annual (End of) Winter Party
03-27-2012 Endowments, Foundations and Alternative Investments: A Post-Crisis View Registration
04-03-2012 U.S. Income Taxes: What 2013 Might Bring and What You Need to do About It Now
04-11-2012 Hedge Funds: Facts and Fiction
04-17-2012 Career Development Expo 2012
04-19-2012 Alternative Investments Series
04-25-2012 Santa Barbara: Keynes Hayek, The Clash that Defined Modern Economics
04-27-2012 Keynes Hayek, The Clash that Defined Modern Economics
05-01-2012 Risk Based Strategies “Under the Microscope”
05-22-2012 Second Annual Volunteer Social Happy Hour Mix and Mingle
06-05-2012 The Global Sovereign Debt Crisis and its Impact on U.S. Corporate Profits
06-06-2012 Santa Barbara: The Global Sovereign Debt Crisis and its Impact on U.S. Corporate Profits
06-12-2012 CFALA’s 81st Annual Meeting of the Members
06-23-2012 Valuation, M&A, and LBO Modeling Boot Camp
06-27-2012 First Annual Asia Pacific Community of Interest Happy Hour and Mixer
07-12-2012 Investing in Emerging Asia: Vietnam as a Case Study
07-14-2012 Women's Group Empowerment Series: Lock & Load - A Trip to the Rifle Range
07-23-2012 Second Annual CFALA Golf Tournament
07-25-2012 CIPM Recognition Social
08-01-2012 Building Trust: Best Practices in Client Communications
08-08-2012 CFALA Happy Hour Chat Series
08-15-2012 Using ETFs to Build a Better Portfolio
08-22-2012 CFALA Happy Hour Chat Series
08-28-2012 Meet Your Mentor Mixer - Fall 2012
08-29-2012 CFALA Happy Hour Chat Series
09-13-2012 Annual Fixed Income Series
09-13-2012 CFALA Santa Barbara Fourth Annual End of Summer Party
09-19-2012 CFA SOCIETIES CALIFORNIA: 2012 Investment Conference – A Look Ahead
09-27-2012 Opportunities in Energy Infrastructure
10-12-1012 Behavioral Revolution in Leadership in the US and Asia
10-18-2012 Behavioral Finance and Investment Committees: Ain’t Misbehavin Decisions
10-24-2012 Battle Hymn of the Working Mother
10-25-2012 Young and Emerging Professionals Networking Mixer
11-05-2012 Valuation Overview, DCF and M&A Boot Camp
11-07-2012 Doing Well by Doing Good - Helping Veterans Enter Our Profession
11-27-2012 Book Club Discussion: Black Swan
11-29-2012 CFALA Happy Hour Chat Series
12-05-2012 Family Wealth Crossing Generations
12-08-2012 CFALA Community Service Event
12-10-2012 CFALA Santa Barbara: Investable Benchmarks and Hedge Fund Liquidity
12-11-2012 Investable Benchmarks and Hedge Fund Liquidity
2011
05-10-2011 Where are Today’s Compelling Value Opportunities in the Global Equity Markets?
05-18-2011 Boombustology: Spotting Financial Bubbles Before They Burst
05-19-2011 First Annual Volunteer Social Happy Hour Mix and Mingle
06-09-2011 CFALA's 80th Annual Meeting of the Members
06-21-2011 Predicting Market Prices with Sentiment Analysis of Social Media
06-22-2011 CFALA Happy Hour Chat Series
07-14-2011 Market Signals for Tactical Asset Allocation Decisions
07-18-2011 First Annual CFALA Golf Tournament
08-10-2011 CFALA Happy Hour Chat Series – August 10 2011
08-15-2011 Meet Your Mentor Mixer - Fall 2011
08-16-2011 Frontier Stock Markets: The Next to Join the Emerging World
08-17-2011 Women's Group Networking Event
08-23-2011 CFALA Happy Hour Chat Series – August 23, 2011
09-15-2011 CFALA Santa Barbara Third Annual End of Summer Party
09-19-2011 Chasing Bernie Madoff
10-27-2011 Quantitative Indexing for Exchange-Traded Funds and Portfolio Management
10-27-2011 Young and Emerging Professionals Networking Mixer
11-02-2011 Job Creation - How it Really Works
11-08-2011 Meet the CalCPA Organization as They Meet CFALA
11-15-2011 Detection of Deception in the Financial Arena
11-29-2011 Investment Performance Group Introduction and GIPS® Update
11-30-2011 Charter Recognition Dinner 2011
12-08-2011 Fixed Income Series 2011
12-13-2011 CFALA 80th Anniversary and Holiday Social
01-27-2011 CFALA Happy Hour Chat Series
02-03-2011 CFA Santa Barbara Group Winter Party
02-07-2011 Meet Your Mentor Mixer - February 7th
02-10-2011 Economic & Investments Forecast Dinner
02-10-2011 Economic Forecast Dinner Sponsor
02-15-2011 If Not Hedge Funds then What? Addressing America's Underfunded Pension Crisis
02-16-2011 Is China at an Inflection Point?
02-22-2011 Social Media: Impact & Implications for the Investment Community
03-08-2011 China After the Global Financial Crisis
03-15-2011 What Investors Really Want
03-22-2011 Investing in International Frontier Markets
04-13-2011 Bridging the East and West in Banking
04-14-2011 Alternative Investments Series
05-04-2011 Petrobras
05-05-2011 Career Development Expo
05-05-2011 CFALA Santa Barbara Event: Petrobras with Speaker Maria Izabel Ramos
2010
04-27-2010 CFA Santa Barbara Discussion and Lunch with Economist R. David Ranson
04-27-2010 Energy Infrastructure Investing with MLPs
04-30-2010 Do Credit Constraints Amplify Macroeconomic Fluctuations?
05-04-2010 Wealth Management Conference
05-25-2010 CFALA's 79th Annual Meeting of the Members
05-27-2010 Investing with Intelligent ETFs: Strategies for Profiting from the New Breed of Securities
07-22-2010 Current Issues in Mortgage and MBS Markets (Santa Barbara Event)
08-03-2010 Too Big to Save: How to Fix the US Financial System - Insights from Bob Pozen
08-09-2010 The Economics of Happiness
08-11-2010 CFALA Happy Hour Chat Series
08-18-2010 Meet Your Mentor Mixer - Fall 2010
08-18-2010 Mortgage Market Dynamics
08-19-2010 CFALA Happy Hour Chat Series
08-26-2010 CFALA Happy Hour Chat Series
09-13-2010 The Outlook for Equities and REITs
09-16-2010 Brains and Bubbles
09-16-2010 CFA Santa Barbara Group Summer Party
09-20-2010 Reserve Bank of New Zealand's Response to the Financial Crisis
09-23-2010 A Discussion with John Brynjolfsson
09-30-2010 After the Crash: Lessons from Adversity
09-30-2010 Fixed Income Series
10-13-2010 What Decision Neuroscience Teaches Us About Financial Decision Making
10-14-2010 Corporate Performance, Valuation, and Market Performance
11-01-2010 Dr. Marc Faber Event
11-30-2010 Ethical Decision Making in Investment Management
12-03-2010 CFA Charter Recognition Luncheon 2010
04-13-2010 Choice Under Uncertainty: The Rules of Randomness
03-31-2010 Derivative Deregulation Caused Crash: Can More Deregulation Prevent Another?
03-17-2010 The Investment Case for Gold and Ways to Access the Market
03-10-2010 Adaptive Markets and the New Investment Paradigm
02-25-2010 Forecast Dinner Sponsor Information
02-25-2010 Economic & Investment Forecast Dinner
02-11-2010 Meet Your Mentor Mixer - Spring 2010
02-09-2010 How Much Can Trade with the Pacific Rim Countries Help the US Economy Recover
01-26-2010 Hedge Fund Consultant Roundtable
01-15-2010 Inflation and Gold: History and Investment Implications
2009
06-10-2009 CFALA's 78th Annual Meeting of the Members
06-09-2009 What's Working Series: Managing Beta to Improve Alpha
05-19-2009 What the Obama Administration Means for Healthcare
05-07-2009 The Housing Crisis: Where Are We Now, What Does the Future Hold and How Can One Profit From It?
05-05-2009 Options for Challenging Markets
04-16-2009 How to Pitch Yourself and Your Ideas
04-15-2009 Coaching Appointments
04-09-2009 Setting Goals in an Uncertain World: How a Coach Might Help
04-02-2009 Making Good Decisions During Challenging Times
03-31-2009 Managing Through Chaos
03-25-2009 How to Master the Interview Process
03-20-2009 Social Event: March Madness
03-17-2009 Foundations of Investments
03-17-2009 Conversation with the Honorable Warren Christopher
03-05-2009 Workshop: Interacting with the Media
02-11-2009 Meet Your Mentor Mixer
02-05-2009 Economic and Investments Forecast Dinner
01-22-2009 Art as an Investment
12-10-2009 CFA Charter Recognition Dinner
12-09-2009 CFA Santa Barbara Group Winter Party
12-01-2009 Holiday Membership Event
11-05-2009 Career Development Expo
10-27-2009 Method and Madness: Integrating Complexity, Behavioral Finance, and Efficient Markets
10-08-2009 Fixed Income Series
10-06-2009 Private Equity and Venture Capital Funds’ Best Practices in Deal Origination
09-17-2009 CFA Santa Barbara Group Summer Party
11-23-2009 Infrastructure: A Sustainable Global Theme
09-02-2009 John Rogers Dinner
08-25-2009 Meet Your Mentor Mixer Fall 2009
08-08-2009 Members' Social: A Night at The Hollywood Bowl
06-16-2009 Financial and Credit Crisis: Wall Street in a Tailspin
2008
08-02-2008 CFA Review Program
09-11-2008 Education: Fixed Income Series
09-23-2008 Shams & Scams: "Charitable" Strategies to Avoid
10-07-2008 What Professionals and Individuals Overlook in Assessing Stocks
11-05-2008 Career Development Expo
11-05-2008 Where Quants Go Wrong
11-07-2008 The Next Phase of Practical Application of Behavioral Finance
11-22-2008 CFA Practice Exam
11-22-2008 So, you want to become a CFA Charterholder?
12-02-2008 Investing in Frontier Markets: Using Behavioral Finance Techniques to Separate Facts from Fiction
12-05-2008 Social Event: Hockey Night
12-09-2008 Santa Barbara Beer Tasting
12-11-2008 CFA Charter Recognition Luncheon
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