CFA Society San Francisco

We are thrilled to announce an exclusive in-person event on AI integration in investment management in partnership with Mercer in San Francisco at 3 PM on Thursday, October 3! Join us for a deep dive into how AI is transforming investment strategies with insights from Ursula Niederberger Hill, CEFA, CAIA - Principal at Mercer - and Alexandru Chitea, CFA - Managing Partner at Funston Capital. During this event, there will be plenty of time to engage with our expert speakers and network with your fellow investment professionals. Register today to secure your seat at this timely event: https://loom.ly/s4OlSys #AI #InvestmentManagement #FinanceProfessionals

Many in our community were and continue to be impacted by the events on September 11, 2001. We'd like to take a moment to remember those who lost their lives, those who stepped up to serve, and the countless sacrifices made in the days, months and years after the attacks.

Unlock smarter investing strategies and optimize your long-term investments in this month's #FinancialPerspectives episode with Sami Mesrour, CFA - Partner at Jasper Ridge Partners, L.P. and Board President at CFA Society San Francisco! Learn key tips to manage equity exposure, leverage derivatives, and navigate illiquid assets. Check out our latest podcast episode now: https://loom.ly/7lCQ9Ag 📈 #Investing #PortfolioManagement #Finance #PortfolioOptimization

Thank you to everyone who came out to this year's Golf Tournament and Reception! It was our biggest year yet with 20 teams. We'd also like to thank our event partners - CION Investments, EQT Group, Nuveen, a TIAA company, Red Tower Capital, Inc., John Hancock Investment Management, Wellington Management, CalALTs (The California Alternative Investments Association), Goldman Sachs, Man Group, TCW , and Thomas James Homes - for helping make this year's tournament a success! We're already brainstorming ways to make the 2025 tournament even better! Keep an eye out for more information on next year's tournament and sponsor opportunities. In the meantime, view this year's photos here: https://loom.ly/oTAaywU

Day 1 of #ALTSSV is in the books and day 2 is well under way! Congratulations to our very own, Anne E. O'Brien, on being presented with a Lifetime Achievement Award for her contributions to the ALTSSV community over the past 7 years! We'd also like to thank our day 1 member speakers: • Anil Daryani, CFA • Joyce Li, CFA • Mario V. Valente, CFA • Sylvia S. Kwan, CFA, CAIA We look forward to another insightful day at ALTSSV! Check out photos from day 1 here: https://loom.ly/p5WsAr4 This conference is hosted by CFA Society San Francisco, CAIA Association, CalALTs (The California Alternative Investments Association), ALTS, and Markets Group . #alternativeinvesting

Today, we honor and celebrate the hard work and dedication of US workers and reflect on the incredible contributions of labor to our society. Happy Labor Day! #happylaborday #CFASocietySanFranciso

After careful consideration and review, the CFA Society San Francisco Board of Directors is pleased to announce Eric G. as the new CEO of the Society! Eric will embark on his journey as CEO starting in early September after his previous role of Society COO. Eric has a wealth of knowledge and experience, having been with the Society for the past 9 years. He is a proven leader with excellent people management skills, programming expertise, financial management, and business development skills. We are confident that Eric will lead the Society with excellence and integrity. Please join us congratulating and welcoming Eric into his new role as Chief Executive Officer!

ALTSSV is only 1 WEEK AWAY! Hear from thought-leaders and network with key decision-makers at Silicon Valley's Premier Alternative Investment Conference September 4-5 in Mountain View, CA. Explore innovative strategies and asset class opportunities, discover actionable insights, and connect with the Bay Area's best and brightest allocators from from across the alternatives industry during this cutting-edge two-day conference. Qualified investors and institutional and private wealth LP's receive complementary registration to this innovative summit for alternative investors. Don't qualify for free registration? Save 40% off your ticket and register today >>> https://loom.ly/EiUAPno This conference is hosted by CFA Society San Francisco, CAIA Association , CalALTs (The California Alternative Investments Association), ALTS , and Markets Group . #alternativeinvesting #alts

We are thrilled to announce our upcoming webinar on the impact of global elections on investment opportunities and economic policy. Join us for expert insights from distinguished panelists: - John Emerson, Vice Chairman at Capital Group International - Dr. Elliot Hentov, Head of Macro Policy Research at State Street Global Advisors - Dominic Bilotti, CFA, CFP®, Vice President, Regional Consultant SPDR ETFs Broker/Dealer Distribution, State Street SPDR ETFs Whether you're allocating assets, positioning your business, or simply curious about the intersection of geopolitics and investing, this discussion promises an in-depth look into navigating geopolitical landscapes. Don't miss this timely conversation! Register now & learn more: https://loom.ly/DI5vZg8 #2024Election #economicpolicy #Geopolitics #GlobalElections #CFA

Looking for new opportunities to increase brand awareness to a highly skilled network of global investment professionals? Check out our newly launched partner and sponsor offerings through the cfa-sf.org website. Whether you’re looking for new ways to reach your ideal audience, make new connections within the finance and investment industry, increase brand exposure, or promote and share insights from your research and thought leaders, we can build a partnership package suited to your overall goals. Learn more about partnering with one of the largest CFA Societies by visiting our available opportunities here: https://loom.ly/4FNRPZQ #businessdevelopment #financeprofessionals #brandexposure #investing #networking