Past Events

Join an exclusive in-person pilot of VoCalmi Fi — a new, science-based system of Composed Performance designed to help finance professionals perform at their best when pressure is highest.

Explore the key macro shifts and emerging catalysts shaping market opportunities in 2026.

Discover the forces shaping markets in 2026—from emerging risks to new opportunities—and gain practical frameworks to guide your investment approach.

This session will delve into how liquid alternatives, particularly ETFs, are democratizing access to private markets, offering a solution to these traditional challenges.

Ethics can be a complicated topic on the Level I CFA exam, but we are here to demystify it. Learn about the best way to prepare for Ethics in this free CFA webinar.

Join CFA Society San Francisco in partnership with CAIA and Mercer for the 2025 Society Holiday Gathering.

Dr. Paul Milgrom, Nobel Laureate in Economics (2020) | The History and Economics of Online Display Advertising

Learn how Pre-Paid Variable Forward contracts can unlock liquidity, defer capital gains, and reduce single-stock risk within a tax-efficient wealth management strategy.

Dr. Jean Tirole, Nobel Laureate in Economics (2014) | Economics in a Changing World: Facts, Expertise, and the Common Good

Seismic shift or head fake? International stocks are challenging U.S. dominance — and the stakes are rising.