Other Events in the Industry

This month TSAA-SF's own Treasurer, Nick Chong, equities and derivatives trader (at SMB Capital) James Domino, Trading & Derivatives Education Coach, and Rachel Dashiell (Charles Schwab) host their mid-year 2026 Market Charting session! Nick, James, and Rachel will review a variety of market charts and present their technical analysis observations.

In this interactive 60-minute workshop, explore the Enneagram as a tool for curiosity, compassion, and genuine inclusion. Walk away with a fresh perspective on yourself and others, and four practical insights you can apply at work and in your personal life

Looking for a better breakdown on Global Investment Performance Standards (GIPS®)? Want to learn how to best apply the GIPS Standards? Are you a CFA Candidate or Investment Professional that wants to get the most out of the GIPS standards? This discussion will delve into the Global Investment Performance Standards (GIPS®) from the 2026 Level I CFA Curriculum Volume 10, Module 4.

In this age of AI, your job is not disappearing — it’s transforming. If you’ve been feeling uncertain about AI, this session will give you clarity, confidence, and a practical roadmap.