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Advising Older Clients – Financial Vulnerability, Warning Signs, Recent Research and Practical Applications for Advisors
Book Club: "The Success Equation"
CFA Society New York - Fall 2019 Employment Outlook
CFA Society New York - Women & Wealth: Discussion with Barbara Stewart, CFA
Fixed Income Series - 2019
CFA Society New York - CFANY Fourth Annual Global Macro Outlook
The Current and Future State of Wealth Management: The Transformative & Disruptive Aspects of Technology
Santa Barbara Luncheon Series: Don’t Lose the “End Game!" - Succession & Estate Planning that Survives Through the Next Generation
Data Science for Managers - Building a Data-Driven Organization
Tech Skills Training for Programmers & Non-Programmers Series
CFALA Holiday Social
Spring 2020 USC/CFALA CFA® Level I Review Program
Spring 2020 USC/CFALA CFA® Level II Review Program
Spring 2020 USC/CFALA CFA® Level III Review Program
New Member Wine & Cheese Mixer
CFALA Social Hike and Lunch: Sturtevant Falls
CFALA 18th Annual Economic and Investments Forecast Dinner
ALTSLA 2020
PORTFOLIO Conference 2020
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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
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
