Past Events 2019
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12-17-2019 CFALA Holiday Social
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12-05-2019 Santa Barbara Luncheon Series: Don’t Lose the “End Game!" - Succession & Estate Planning that Survives Through the Next Generation
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12-04-2019 The Current and Future State of Wealth Management: The Transformative & Disruptive Aspects of Technology— (Members-Only Recording)
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11-25-2019 CFA Society New York - CFANY Fourth Annual Global Macro Outlook
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11-20-2019 Fixed Income Series - 2019
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11-20-2019 CFA Society New York - Women & Wealth: Discussion with Barbara Stewart, CFA
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11-19-2019 Book Club: "The Success Equation"
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11-19-2019 CFA Society New York - Fall 2019 Employment Outlook
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11-18-2019 Advising Older Clients – Financial Vulnerability, Warning Signs, Recent Research and Practical Applications for Advisors
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11-16-2019 The CFA® Charter & Your Future Employment
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11-16-2019 Schweser Live Mock Exam Fall 2019
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11-14-2019 CFA Society New York - ABCs of Sustainable Investing
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11-08-2019 Schweser 3-Day Review
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11-07-2019 An Intimate Chat With Kim Wood
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11-06-2019 Hedge Fund Symposium
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11-06-2019 Financial & Valuation Modeling Boot Camp
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11-02-2019 Fall 2019 USC/CFALA CFA® Review Program Practice Exam
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10-30-2019 The CFA® Charter & Your Future Employment
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10-24-2019 CFA Charter Recognition Dinner
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10-17-2019 CFA Society New York - Private Wealth Managers, Succession Plans: Handing Off the Baton
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10-17-2019 Book Club: "An Economist Walks Into a Brothel: And Other Unexpected Places to Understand Risk"
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10-16-2019 A Private Evening of Wine, Food, and Conversation/Networking at Tin Roof Bistro
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10-16-2019 Santa Barbara Luncheon Series: Challenges of Long-Term Care: The Good, the Bad, and the Ugly
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10-07-2019 CFA Society New York - Big Data: Active Equity Managers’ Uses and Misuses
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10-03-2019 Conversation with Heal the Bay CEO to Discuss Environmental Issues and their Investment Implications
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10-02-2019 Deep Dive Into Concentrated Equity: How to Master Single Stock, NQSO, ISO, and RSU Exposures — (Members-Only Recording)
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09-26-2019 CFALA Santa Barbara Eleventh Annual End of Summer Party
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09-19-2019 CFA Society New York Livestream: Trading Psychology: Using Self-Awareness to Improve Your Investment Process
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09-19-2019 An Intimate Chat With Erin Simpson
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09-18-2019 The Future of Fiduciary is Not Fiduciary...It's Behavioral Governance
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09-16-2019 Machine Learning - Classification Models in Python
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09-11-2019 VC & Emerging Alternative Investments Symposium — (Members-Only Recording)
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08-28-2019 2019 CFALA Summer Social
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08-27-2019 Meet Your Mentor Mixer
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08-15-2019 Book Club: "A History of the United States in Five Crashes"
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08-12-2019 Introduction to Time Series Analysis in Python
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08-08-2019 Pump Up Your Power!
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08-07-2019 Deep Dive Into BDC's: What's the Real Story on Business Development Corps?
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08-03-2019 Introduction to Data Science for Finance and Business
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07-27-2019 Accounting Essentials 2019
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07-25-2019 LA Young And Emerging Professionals (YEP) Committee: Joint Networking Mixer
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07-20-2019 Introduction to Python (Live Course)
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07-13-2019 Why the CFA Program? - The CFA® Charter & Your Future Employment
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07-10-2019 Private Equity & Real Assets Symposium
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06-27-2019 CFALA's 88th Annual Meeting of the Members
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06-26-2019 Financial & Valuation Modeling Boot Camp
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06-20-2019 Why the CFA Program? - The CFA® Charter & Your Future Employment
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06-18-2019 Distinguished Speaker Series: Deborah Fuhr - Talking About Indexes
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06-17-2019 CFALA's Ninth Annual Golf Tournament
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06-08-2019 Data Science for Managers - Applications, Visualizations, and Storytelling
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06-12-2019 An Intimate Chat With Ann Kono
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06-05-2019 Opportunity Zones: What Does Tax-Free Investing Mean in the 2017 Tax Cut and Jobs Act?
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06-01-2019 Schweser Live Mock Exam Spring 2019
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05-30-2019 2019 Portfolio Conference
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05-17-2019 2019 Schweser 3-Day Review
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05-15-2019 The 2019 Liquid ALTS Symposium
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05-14-2019 Career Management Seminars for Professionals with 5+ Years Experience
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05-11-2019 Spring 2019 USC/CFALA CFA Practice Exam
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04-25-2019 Mortgage & Mortgage-Backed Securities Boot Camp
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04-24-2019 An Intimate Chat with Erica White
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04-15-2019 Introduction to Data Science for Finance & Business
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04-12-2019 Women Uniting for Financial Literacy
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04-11-2019 Career Development Expo & Job Fair 2019— (Members-Only Recording)
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04-06-2019 Introduction to Python - Online Webinar
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04-03-2019 Blockchain technology for Wealth Managers and your Clients: Do you want to own it - or will it own you?— (Members-Only Recording)
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03-30-2019 CFALA Social Hike and Lunch: Temescal Canyon
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03-26-2019 An Intimate Chat With Laila Kollmorgen
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03-14-2019 Santa Barbara Luncheon Series: Eurekanomics - Discovering the Missing Link In Macroeconomics
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03-14-2019 ALTSLA 2019
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03-05-2019 Money, Happiness, and the Future of Wealth Management — (Members-Only Recording & Presentations)
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02-28-2019 Book Club Speaker: Mark Skousen, Author of The Making of Modern Economics
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02-28-2019 Excel Visual Basic (VBA) for Finance Boot Camp
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02-22-2019 CFA Institute Research Challenge in Los Angeles
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02-20-2019 Meet Your Mentor Mixer - Spring 2019
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02-12-2019 An Intimate Chat with Cathy Woo
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02-09-2019 Accounting Essentials - Spring 2019
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02-06-2019 AI: Understanding the Next Wave of Innovation — (Members-Only Recording & Presentations)
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01-23-2019 CFALA 17th Annual Economic and Investments Forecast Dinner — (Members-Only Recording & Presentations)
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01-18-2019 Applying ESG in Private Equity
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01-16-2019 Eurekanomics: Discovering the Missing Link in Macroeconomics
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01-09-2019 An Intimate Chat Series
