CFA Society San Diego

With the launch of specialized pathways, the CFA Program opens doors to even more career paths for our candidates. But which one is right for you? Join the next installment in CFA Institute’s series of career-focused webinars exploring each of these roles, this time focusing on career path to trader. Date: 11 December Time: noon ET/ 5 pm GMT Register today: https://lnkd.in/e63HS5Rx

?? Join us for CFA Society San Diego's 18th Annual Forecast Dinner! ?? ?? Date: Wednesday, February 5th ?? Location: The Prado at Balboa Park Don’t miss one of our most prestigious events, where nearly 300 investment professionals come together to gain insights into the future of finance and investment. This year, we’re excited to feature: ?? Brian Belski - Chief Investment Strategist, BMO Capital Markets ?? Jim Bianco - President & Macro Strategist, Bianco Research, LLC ?? Jane Wells - Reporter, CNBC This evening promises invaluable networking and forward-thinking perspectives. Secure your spot today! Register now - https://lnkd.in/g2ruYWkH

Join us for our 18th Annual Forecast Dinner! We hope to see you there!

Join us at Investing In Real Assets on December 11th!

Join us for our Holiday Tap Tuesday!

?? Is Your Portfolio Invested in Real Assets? Real assets like Infrastructure, Real Estate, Water, Carbon-free Energy, and Metals offer more than just a hedge against equity market volatility—they’re primed to benefit from both secular and cyclical trends. With drivers like AI, cryptocurrency adoption, clean energy demand, and potential Fed easing cycles, what’s the outlook as we head into 2025? Join us for an insightful discussion with experts from Duff & Phelps Asset Management and Cantor Fitzgerald Asset Management. Learn about: The current valuation and catalyst environment Real assets' expected performance during Fed easing Effective strategies for managing risks in this asset class Panelists & Moderator ??? Phil Enochs, CFA - Global Head of Business Development, Duff & Phelps Asset Management ??? Michael Underhill - Chief Investment Officer, Capital Innovations LLC (Cantor Fitzgerald Asset Management) ??? Wednesday, December 11th ?? The Alexandria at Torrey Pines ?? 4:30-7:30 pm Don't miss out on this chance to explore new opportunities in Real Assets! Register now - https://lnkd.in/g-AipgMs

?? CFA Society San Diego Book Club Event ?? Join us for an engaging, in-person, member-only book club event! Connect with fellow members as we dive into The Bond King: How One Man Made a Market, Built an Empire, and Lost It All by Mary Childs. ?? Date: Thursday, November 21st ?? Time: 5:00 - 7:00 PM ?? Location: Joya Kitchen Enjoy an evening filled with insightful discussions, great company, and a happy hour! Don't miss this chance to network and explore the story of one of the bond market's most influential figures. ??? Limited to CFA Society San Diego members only Register now - https://lnkd.in/giddwecu

?? Join us for CFA Society San Diego's 18th Annual Forecast Dinner! ?? ?? Date: Wednesday, February 5th ?? Location: The Prado at Balboa Park Don’t miss this premier event with nearly 300 investment professionals in attendance, making it one of our most prestigious gatherings of the year! Gain insights from featured speakers: ?? Brian Belski - Chief Investment Strategist, BMO Capital Markets ?? Jim Bianco - President & Macro Strategist, Bianco Research, LLC ?? Jane Wells - Reporter, CNBC Whether you’re looking to gain new perspectives on the markets or connect with fellow professionals, this evening is sure to deliver. Secure your spot today! ?? Register now - https://lnkd.in/g2ruYWkH

?? Final Days to Register! Don’t Miss This Timely Discussion How will today’s election shape geopolitics and impact the investment markets in the years to come? ???? External views of the U.S. influence everything from commodity prices to government spending, tax policy, consumer confidence, trade, interest rates, and how sectors perform in equity and fixed income markets. Join us for an exclusive event featuring insights from: ?? Peter Tchir – Head of Macro Strategy at Academy Securities ?? Rear Admiral (Ret.) Mark Heinrich – Member of Academy’s Geopolitical Intelligence Group (GIG), locally based expert in national security Academy Securities is proud to be America’s first Post-9/11 veteran-owned investment bank, with GIG advisors offering unmatched expertise in global policy and security. These unique geopolitical insights give clients a powerful edge in analyzing markets and assessing risks. ?? Event Date: Wednesday, November 13 ? Time: 4:30 - 7:00 PM ?? The Alexandria at Torrey Pines Don’t miss your chance to gain valuable perspectives for navigating the global markets—register now - https://cvent.me/rg97rV

?? Join Us for a Day of Golf & Networking Only a Few Spots Left! Swing into new connections at the CFA Society San Diego, Financial Planning Association (FPA) of San Diego & Women in ETFs Industry Golf Tournament on the beautiful Oaks North greens! Whether you’re here for the game or the networking, it's the perfect chance to unwind, connect, and tee up new opportunities. ?? When: Wednesday, October 30, 2024 ? Schedule: 12:15 PM: Registration & Driving Range 1:00 PM: Tee Time (Shotgun Start) **4-Person Scramble Format** 4:30-6:30 PM: BBQ & Drinks Reception ?? Where: Oaks North Golf Course, 12602 Oaks N Dr, San Diego, CA 92128 Enjoy a shared golf cart, driving range access, a complimentary BBQ reception (with two beers included ??), and the chance to forge and strengthen key professional relationships on the green. Don’t miss out on this swingin' opportunity! Sign up now; only a few slots left.? - https://lnkd.in/gcJrSrs4