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Make a difference in your CFA community:
Join our mentoring program
Develop Leadership & Coaching Skills
Enhance Your Communication & Networking Skills
Give Back to the Investment Industry Community
One-on-one Coaching Towards a Personal Career Goal
Benefit from Access to an Experienced Sounding Board
Improve Professional Performance & Working Relationships
Become part of CFASF's community! This years Mentoring Programs features a:
Kick-off event with initial training and mentor/mentee matching where each pair will create their own schedule and structure for meetups over the year.
Wrap-up luncheon for all participants of the 2018 Mentoring Program to recap and close out the years program.
For questions, please contact CFA Society San Francisco at email@example.com
Be a current CFA charterholder and member of CFA Society San Francisco
Work in the investment industry
Must commit to meeting with your mentee. We suggest monthly.
Be a current member of CFA Society San Francisco. Preference will be given to CFA charterholders.
Fewer than 9 years of investment industry experience
Cannot have previously participated in the mentor program
Must commit to meeting with your mentor. We suggest monthly.
*The CFASF Mentoring Program is designed to help mentees with specific goals, which can be achieved through the help of an experienced industry mentor. Please note, this program is intended to help mentees develop their professional skillset. It is not intended to be a direct recruitment tool by either mentor or mentee.
Harvard Club of San Francisco
Jerry Dodson, CEO, Parnassus Investments
Howard Aschwald, CFA, CIO, Quantum Capital
Ananth Madhavan, PhD, BlackRock
Dan Beck, CFA, AXA Advisors
Wednesday, February 20th
6:00 PM - 6:30 PM Networking
6:30 -Panel Discussion