Better Client Engagement=More Success
Part 1 of 4 in our 2021 Wealth Management Excellence Series. Please join CFA Society Los Angeles and nationally recognized expert, Julie Littlechild, as she teaches us how
CFANY Asset Owner Series: A Look Forward with the Head of Duke’s Endowment
Evan Jones, CFA, Head of DUMAC (Duke University’s endowment) will be interviewed by Daniel Fridson, Arrivato.
The Psychology of Money
Risk is the most important topic in investing. But it is not simple or intuitive. In this talk, Morgan Housel shares four stories that show
CFA Institute Research Challenge hosted by CFA Society North Carolina
The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work
CFA SOCIETY ORLANDO FORECAST BREAKFAST
Please join CFA Society Orlando for the 2021 Forecast Breakfast, a first of its kind. We are thrilled to host Dr. David Kelly, Chief Global
CIO INVESTMENT LEADERSHIP SERIES FEATURING ENDOWMENTS
The fourth installment of CFA Society Los Angeles' CIO Investment Leadership Series will feature Chief Investment Officers from leading Endowments to discuss how they are
FIXED INCOME INVESTING IN A LOW RATE WORLD; RELATIVE VALUE OF FIXED INCOME
We are delighted to host a dynamic conversation with three of Nuveen’s senior investment professionals, Tony Rodriguez, Michael Davern and Brian Griggs, who will answer
Health Care Sector Evolution and Outlook in the Pandemic Era
Our guest speakers, Patrick Todd, CFA, and David Glickman, CFA, from Harding Loevner will present a review of the Health Care sector across industries -
Members Only-Private Wealth Round Table
Walking Through the ‘60/40’ into 2021 A Virtual Round Table Discussion for Investment Professionals with an Interest in Private Wealth Management As we leave 2020
Fintech Series-Artificial Intelligence: The New World of Asset Management
Artificial intelligence has begun to revolutionize the practice of asset management. In pursuit of alpha, asset managers have expanded the corpora of algorithms, data, and
Annual Outlook Event: Beyond the Horizon: 21st Century Global Security and Risk
This year we are excited to have ADM James Stavridis, USN (Ret.) speaking on the enhanced role of geopolitical and national security issues in today’s
ESG Series: Racial Equity Investing
In the wake of the events this summer in Minneapolis and other parts of the country, what role does the investment community have in combating
