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08-27-19 Meet Your Mentor Mixer - Fall 2019
2019 CFALA Summer Social
Machine Learning - Classification Models in Python (Online Webinar)
Tech Skills Training for Programmers & Non-Programmers Series
Fixed Income Series - 2019
The Future of Fiduciary is not Fiduciary...It's Behavioral Governance
An Intimate Chat With Erin Simpson
CFALA Santa Barbara Eleventh Annual End of Summer Party
Deep Dive Into Concentrated Equity: How to Master Single Stock, ISOs, RSUs, ESOP, ESPP Exposures?
Conversation with Heal the Bay CEO to Discuss Environmental Issues and their Investment Implications
Introduction to Blockchain
Data Science for Managers - Building a Data-Driven Organization
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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'
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
