Calendar of Events

Master Microsoft Power BI for finance. Learn to build interactive dashboards, automate data workflows, and create professional business analytics reports.

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.

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

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.

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.

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.

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

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

If you’re planning to pursue the CFA program in 2027, you won’t want to miss this exclusive look at how the program is evolving to stay ahead of industry trends, featuring a guest speaker from CFA Institute.

Join fellow investment professionals for a day of friendly competition, great food, and unbeatable networking.