Past Events

Celebrate, connect, and engage with fellow investment professionals at the CFA Society San Francisco premier annual member event.

Explore the 2026 macro backdrop, earnings implications, and key investor opportunities across long-term growth trends, select cyclicals, and oversold markets.

Join Kaplan’s lead instructors for an intensive 40-minute deep dive into the strategic hedging framework. We will move beyond the formulas to explore the why and when of swaps, forwards, and futures, ensuring you can distinguish between these tools under exam pressure and in real-world mandates.

Join author and advisor Michael Ross to unpack the regulatory shifts, liquidity trade-offs, and implementation strategies reshaping today’s portfolios.

How are advisors really using alternatives? Join CFA Society San Francisco and FPA for a candid panel discussion on how financial professionals are evaluating and incorporating alternative investments into client portfolios.

Finance and investment industry hiring trends are shifting. Explore the latest industry opportunities, hiring trends, and recruiting strategies with insights from top industry recruiters.

Join KraneShares as they explore themes shaping tomorrow’s opportunities—from AI and automation to private markets, the U.S.-China relationship, and modern portfolio construction.

Gain actionable insights on asset allocation, tax-aware investing, and portfolio management across bonds, equities, and alternatives with Eaton Vance & Morgan Stanley’s very own Greg Waterman.

Discover how to identify "mispriced" opportunities in high-yield and emerging market debt to build more resilient portfolios in an era of geopolitical volatility.

If you are sitting for the Level II CFA exam, this webinar is for you. This session focuses on exam prep challenges, as well as proven study strategies and tips for passing the Level II exam.