CFA Society San Francisco
CFA Society San Francisco has played a leading role in Bay Area financial life for over 95 years. Today, the Society's 3,200 members work throughout the greater Bay Area in asset and wealth management, banking, corporate finance, academia, philanthropy, treasury, risk management, and other traditional investment sectors as well as the growing sectors: FinTech, data science, private equity, venture capital, and ESG investment.
As one of the oldest and largest of more than 150 CFA Societies globally, CFA Society San Francisco provides the investment and finance community with top-notch educational content, career development programs, and networking opportunities.
Confidence: Strategies to Build Confidence on Stage and in Our Daily Lives
The Human Edge: Communication in Finance's AI Era
Strategic Insights for Corporate Leaders: A Discussion on Modern Valuation Practices
Beyond the Chatbot: AI and ML Investment Trends w/ Asad Malik
Beyond the Classroom: Navigating Finance Careers w/ Jaycob Arbogast
Endowments and Foundations: The Future of Charitable Giving w/ Bahman Mirzaee
Insights into International Equity Strategy
Beyond Active and Passive Investing: The Customization of Finance
From IPO to Liquidity: The Evolution of Secondary Markets
Planning Today, Profiting Tomorrow: A Financial Advisor's Guide to Succession
CHATS: Impact Investing: Reshaping Private Markets
Navigating the Great Wealth Transfer: Reshaping Wealth Management
Beyond Emerging Markets: Frontier Opportunity in Africa with Richard Rikoski, PhD
CHATS: Navigating Careers in Finance: Transitioning to Investor Relations
2025 Market & Economic Outlook
AI and MedTech: Innovations Shaping the Future with Kate Jackson Hobbs
Digital India and Emerging APAC Markets: Trends and Challenges
CHATS: Unlocking Family Wealth: Strategies, Allocation, and Risk
CHATS: Exploring the Digital Mirage: Cryptocurrency's Rise and Fall
Impact Investing in Private Markets
Discovering Your Authentic Leadership w/ Dr. Mark Rittenberg
Financial Therapy: Transforming Wealth Management with Jonathan Steele
CHATS: Interest Rates Through Time A Story of Stability and Chaos
Career Transitions: Investor Relations Discussion w/ Walter Pritchard
Public Pension Fund Trends & Fundamentals: Understanding Where We Are
Recruiting in Financial Services: What Employers Look For
Dynamic Equity Growth Strategies for Market Success with Andrew Graham
CHATS: MAG7 vs. Active Management: Performance in Concentrated Markets
Future-Proof Your Business: Strategies to Elevate Your Marketing and Conversions in 2024 and Beyond