CFA Society San Francisco

Delve into the dynamic intersection of venture capital, traditional banking, and direct lending during our upcoming webinar, "Venture Banking: Market Update and Overview". Gain a comprehensive understanding of venture debt, explore the market landscape after the first internet-inspired bank run, and learn how new firms are reshaping this competitive landscape. 📅 Date: Wednesday, November 13 🕒 Time: 2:00 PM - 2:45 PM PT 📍 Location: Online Webinar Hear insights from: Holly Dungan, Managing Director, Originations at TriplePoint Capital Sean Thompson, Managing Director & Market Lead at CIBC Innovation Banking Stuart Cook, Founder of Biarritz Ventures Moderated by: Daniel P Linger, CFA, Private Banker at CIBC Private Wealth US Whether you're involved in venture capital, fintech, or traditional banking, this event will provide you with the tools and insights needed to navigate the complexities of today's venture landscape. Don't miss out on this chance to elevate your market acumen and stay competitive in the fast-paced world of finance. 🔗 Register Now: https://loom.ly/ey-acQM #VentureBanking #VentureCapital #Fintech #ProfessionalDevelopment

Join us for an exclusive fireside chat with Bernadette Halloran, Founder of Inner Heart Solutions, as we delve into the practice of achieving peak performance by managing and eliminating negative thoughts and behaviors. This event is a must-attend for finance professionals looking to cultivate a positive work environment, drive performance, and build long-term client loyalty. 🗓️ Date: Thursday, November 14, 2024 🕒 Time: 12:00 PM - 12:45 PM PT 📍 Location: Zoom Webinar Speaker: Bernadette Halloran, Founder & Global Executive Officer, Inner Heart Solutions Inc. Moderator: Jennie Chen, CFA, Managing Director, X1 Asset Management, LLC Don't miss this opportunity to transform your professional life and drive your firm's growth. Register now and take the first step towards unlocking your potential! 🔗 Register here: https://loom.ly/BjfuQdk #FinanceCareers #ProfessionalDevelopment #CorporateTraining #CareerGrowth #FinanceProfessionals

Dive into the world of public pension fund management with our latest webinar, "Public Pension Fund Trends & Fundamentals: Understanding Where We Are"! Join experts Eileen Neill, Oliver Giesecke, and Jay Kwon as they unravel the complexities of public pension plans, from defined benefit vs. defined contribution systems to the impact of the 2008 financial crisis and COVID-19. Key highlights include: • Evolution of pension fund strategies over the last 30 years • Modern investment strategies, including private market investments and endowment-style approaches • Future trends and the changing preferences of the modern workforce • Cost management and the importance of transparency Whether you're a trustee, financial professional, or just curious about the future of pension funds, this webinar is packed with insights you won't want to miss. Watch the replay on YouTube now and stay ahead of the curve in public pension fund management! >>> https://loom.ly/eVB01Ok #PensionFunds #InvestmentStrategies #PensionInsights #FutureOfFinance #PublicPensions #FinancialManagement

Curious about the future of Indian equities? Explore the factors driving India's economic engine and its potential for continued outperformance in the global market by reading this article from our Key Alliance Partner, TopSeeds LLC, and Raj Manghani, CFA. Key Highlights: • Robust Economic Growth: With a high GDP growth rate and significant domestic demand, India is a beacon for global investors. • Tech Sector Boom: India's tech and BPO sectors are set for exponential growth, leveraging high-tech culture and automation. • Finance Sector Expansion: Banking reforms and diversified financial instruments are deepening India's capital markets. • Market Challenges: Manufacturing growth, youth employment, and regional economic disparities need addressing to sustain the current growth rate. Read the full article to get a balanced macro perspective on India's equity market performance over the next decade: https://bit.ly/4eHBxJO #IndianEquities #GlobalMarkets #EconomicGrowth #TechSector

The latest Financial Perspectives episode goes live on October 29th! Save the date to hear from Andrew Graham, CFA - Founder and Managing Partner at Jackson Square Capital - as he discusses equity growth strategies on this month's podcast. Set up alerts for new episodes and catch up on all Season 5 episodes here: https://loom.ly/qu7M8vk

Missed our enlightening career development webinar on investor relations? Don't worry, the replay is now available! Join Walter Pritchard, CFA - SVP of Investor Relations and Corporate Development at Palo Alto Networks - and Jeffrey Hamrick, CFA, as they discuss navigating career transitions. Gain insights into the world of Investor Relations, learn about the importance of mentoring, and discover how professional qualifications - like the CFA designation - can help shape your career. Whether you're a seasoned finance professional or just starting out, this webinar offers valuable lessons on aligning personal interests with career opportunities and the power of continuous learning. 🎥 Watch the replay now: https://loom.ly/xFV8cIQ #CareerDevelopment #InvestorRelations #ProfessionalGrowth #FinanceCareers

As the premier association for finance and investment professionals in the Greater Bay Area and one of the largest CFA Societies globally, our members represent an unparalleled depth of knowledge, experience, and leadership. We'd like to introduce you to CFA Society San Francisco member - Dominic Bilotti, CFA, CFP®! Dominic is Vice President and Regional Consultant for State Street SPDR ETFs. He serves as the regional representative for State Street Global Advisors in the Bay Area and consults with on private wealth financial advisors on portfolio construction techniques, market insights, SSGA products, and strategies to help them grow their business. Outside of his professional life, he volunteers with The Guardsmen, a nonprofit organization that looks to assist and invest in inner city youth by contributing to their development inside and outside the classroom. He also serves as co-chair on the Society's Member Programming Advisory Council, which seeks to provide relevant and timely programming to our members and community. Most recently, he moderated a panel discussion for the Society on the upcoming global elections and their impacts on economic policy. Learn more about our programs, community, and membership here: https://loom.ly/JcKFEp4

Join us for the Women in Finance Networking Social on Thursday, November 7, 2024, from 5:00 PM to 7:00 PM in beautiful Sausalito, California! Hosted by Main Street Research and CFA Society San Francisco, this complimentary networking event is a fantastic opportunity to gain valuable insights from influential leaders in the finance and investment industry and connect with your fellow industry community. Speakers: • Inga Rachwald - Director, Senior Investment Portfolio Strategist, Charles Schwab & Co., Inc. • Jennifer Murphy, CFA - Founder & CEO, Runa Digital Assets • Laura Linger - Partner, Wealth Advisor, William Blair Moderator: • Lily Taft, CFA - Partner-Portfolio Manager, Main Street Research Space is limited, so be sure to register early to secure your spot! Learn more and register here: https://loom.ly/0bSOVoE #WomenInFinance #Networking #FinanceProfessionals #MainStreetResearch #femaleleader #wealthadvisor

As we approach the expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of tax planning is set to undergo significant changes. The uncertainty surrounding the upcoming presidential election only adds to the complexity. Our Key Alliance Partner, Franklin Templeton, and Bill Cass, CFP®, CPWA®, Director of Wealth Planning at Franklin Templeton, share five key observations on the potential impacts of the TCJA expiration in this recent article. For a view into the "Five Observations on the Expiration of the TCJA, read the full article here: https://bit.ly/3BwR28S #TaxPlanning #WealthManagement #TCJA #FinancialPlanning #EstatePlanning #FranklinTempleton

Join us for an insightful webinar on "Recruiting in Financial Services: What Employers Look For" hosted by CFA Society San Francisco. Whether you're breaking into the finance industry or seeking a career shift, this event is packed with valuable insights to help you advance your career. 🗓️ Date: Thursday, October 29, 2024 🕒 Time: 1:00 PM - 1:45 PM Pacific 📍 Location: Online Webinar Our expert panelists - A.J. Noll of Hirenomics, Jeffrey Abrams of Robert Half Financial Services Group, and Isabelle Araujo, CFA of Bordeaux Wealth Advisors - will discuss: • Common job search and hiring practices in financial services • Tips and tricks to stand out in your job applications • Insights specifically focused on Bay Area employers Don't miss this chance to gain valuable career insights! Register Now: https://loom.ly/JNKbhFo #Finance #Recruiting #CareerDevelopment #FinanceJobs #ProfessionalGrowth