Event Details

Join CFA Society San Francisco for our Annual Member Gathering, an evening dedicated to celebrating our members and the broader investment community. This highly anticipated, member-exclusive event brings together professionals from across Northern California to make new connections, exchange ideas, and gain fresh perspectives in an informal yet thoughtful setting. The evening will feature a dynamic networking reception, complemented by a brief program.

We are incredibly honored to announce that, for the first time in our Society’s history, CFA Society San Francisco has been selected to present the prestigious Graham and Dodd Top Award. Established in 1960 to honor the legacy of Benjamin Graham and David Dodd, these awards recognize the pinnacle of research excellence and financial writing in the Financial Analysts Journal.

During this exclusive fireside chat, we will be joined by two of the co-authors of the 2025 Top Award-winning paper, "Thematic Investing: A Risk-Based Perspective." They will dive into their groundbreaking research, which proposes a formal risk-based definition for thematic baskets and introduces a bootstrapping approach to identify statistically significant correlations that often lead to risk levels far exceeding standard predictions. Following the discussion and a presentation of the award, the authors will take questions from the audience to further explore the practical implications of their findings for modern portfolio management.

Enjoy great company and hear leading industry insights while connecting with fellow Society members—whether you’re reconnecting with long-standing colleagues or building new relationships within the community. This event continues to be a highlight of the Society calendar, offering a blend of celebration, insight, and meaningful engagement.

Registration is exclusive to Society members and their guests. Space is limited - register today.


Event Speakers

Trevor Hastie, PhD

Trevor Hastie, PhD

Professor Emeritus of Statistics, Professor Emeritus of Biomedical Data Science, Stanford University

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Ronald Kahn, PhD

Ronald Kahn, PhD

Global Head of Scientific Equity Research, BlackRock

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Agenda

  • 04:30 PM – Registration Opens & Networking
  • 05:15 PM – Welcome & Opening Remarks
  • 05:30 PM – Graham and Dodd Top Award Presentation & Fireside Chat
  • 06:15 PM – Networking Reception
  • 07:30 PM – Event Concludes
Sponsor Opportunities

Align Your Brand with the Premier Association for Finance Professionals

Position your firm at the center of one of Northern California's most anticipated gatherings of investment professionals. The Annual Member Gathering offers sponsors a unique opportunity to build meaningful connections, elevate brand visibility, and engage with a highly targeted audience in a relaxed, high-impact setting.

Annual Member Gathering Sponsor Opportunities

 
Discuss Partner Opportunities

For customized opportunities or to discuss sponsorship in more detail, book a meeting with our CEO - Eric Geedey - or email our sponsorship team.