CFA Society Orange County

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Newport Beach, CA
CFA Society Orange County

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from CFA Society Orange County, Nonprofit Organization, 4533 MacArthur Boulevard, Suite 182, Newport Beach, CA.

Founded in 1983 the Society's mission is to provide a forum for investment professionals to build strong and valuable networks, expand industry knowledge, and promote the highest standards of ethical and professional conduct.

07/06/2026

🤝 Invest in Yourself. Expand Your Network.

Join CFA Society Orange County for our next Invest in Yourself Networking Series at Green Cheek B**r Co. in Costa Mesa!

Whether you're a CFA charterholder, candidate, finance professional, or student, this is a great opportunity to build meaningful connections, exchange ideas, and grow your professional network in a relaxed setting.

📍 Green Cheek B**r Co., Costa Mesa
📅 Thursday, July 16, 2026
🕔 5:00 PM – 7:00 PM

We look forward to seeing you there!

07/04/2026

🇺🇸 Happy Independence Day from CFA Society Orange County!

Wishing everyone a safe, joyful, and memorable Fourth of July as we celebrate the spirit of freedom, unity, and opportunity.

Have a wonderful holiday! 🎆

03/17/2026

Join us on March 19th for the CFAOC State of Orange County, a premier evening bringing together leaders from asset management, tech, healthcare, consumer brands, and professional services.

We're thrilled to spotlight our moderator for the evening: Ben Phillips. A Senior Vice President at PIMCO and Head of Alternative Sales, Ben brings 18 years of investment experience to the table, with an impressive career spanning Goldman Sachs Asset Management, Providence Equity Partners, Lord Abbett, and EventShares. A CFA Charterholder himself, Ben is perfectly positioned to guide our panel through what's shaping capital markets, innovation, and the OC economy. 📊

Don't miss this flagship thought leadership event from CFA Society Orange County. See you there! 🌟

Register today: https://buff.ly/5MN7wdk

03/16/2026

We're excited to announce the CFAOC State of Orange County taking place March 19th at PIMCO

This flagship thought leadership event convenes senior leaders across asset management, technology, healthcare, consumer brands, and professional services to examine the forces shaping our regional economy.

Panelists:
Steve Card | David Hammer | Jon Gould
Moderator: Ben Phillips

Designed for CFA Charterholders, investment professionals, corporate executives, and community leaders, this evening promises meaningful dialogue on what today's trends mean for investors and the broader Orange County economy.

We look forward to seeing you there. Register today and join the conversation.
https://buff.ly/5MN7wdk

03/12/2026

📅 Mark your calendars, Orange County! Join us on March 19th for the CFAOC State of Orange County, a premier evening bringing together leaders from asset management, tech, healthcare, consumer brands, and professional services.

We're thrilled to spotlight one of our featured panelists: Jon Gould. A distinguished scholar in justice policy, social change, and government reform, Jon has held key positions at both the U.S. Department of Justice and the National Science Foundation — bringing a uniquely informed, policy-driven perspective to the conversation. ⚖️
We'll be diving into what's shaping our region: capital markets, innovation, talent trends, and what it all means for investors and the OC economy.

Don't miss this flagship thought leadership event from CFA Society Orange County.
See you there! 🌟

Register today: https://buff.ly/5MN7wdk

03/10/2026

⛳ SAVE THE DATE: June 11, 2026 ⛳

CFA Orange County & FPA Orange County present the 6th Annual Golf Tournament at the stunning Arroyo Trabuco Golf Club!

What's Included:
✨ Networking breakfast & lunch
✨ 18 holes of championship golf (cart included)
✨ Driving range balls & tee prizes
✨ Cocktail reception & awards ceremony
✨ Raffle with amazing prizes

Compete to Win:
🏆 Top 3 Team Prizes
🎯 Closest-to-the-Pin
💰 Hole-in-One Challenge
🚀 Longest & Straightest Drive Contests
⛳ Putting Contest

New to golf? Join our clinic with club pros—no full-day commitment needed!

Don't miss this perfect blend of professional networking and competitive fun on the course!

Register today: https://buff.ly/CnuAzzA

03/05/2026

📅 Join us on March 19th for the CFAOC State of Orange County, a premier evening bringing together leaders from asset management, tech, healthcare, consumer brands, and professional services.

We're thrilled to spotlight one of our featured panelists: David Hammer.
As a Managing Director at PIMCO's Newport Beach office, David leads municipal bond portfolio management across investment grade, high yield, taxable, and separately managed accounts, and serves as lead portfolio manager on PIMCO's entire municipal bond fund complex. With 23 years of investment experience and a previous role as Head of Municipal Trading at Morgan Stanley, David brings serious market expertise to the table.

We'll be diving into what's shaping our region: capital markets, innovation, talent trends, and what it all means for investors and the OC economy.

Don't miss this flagship thought leadership event from CFA Society Orange County. See you there! 🌟

Register today: https://buff.ly/5MN7wdk

03/03/2026

📅 Join us on March 19th for the CFAOC State of Orange County, a premier evening bringing together leaders from asset management, tech, healthcare, consumer brands, and professional services.

We're thrilled to spotlight one of our featured panelists: Steve Card. With nearly 30 years in commercial real estate, Steve is one of Southern California's most respected tenant advocates — having completed over 1,000 transactions totaling nearly 12 million square feet and $1.2 billion in value. A 20+ time "Broker of the Year" honoree from The Irvine Company and a dedicated community leader, Steve brings a wealth of real-world insight to the conversation.

We'll be diving into what's shaping our region: capital markets, innovation, talent trends, and what it all means for investors and the OC economy.

Don't miss this flagship thought leadership event from CFA Society Orange County. See you there! 🌟

Register today! https://buff.ly/5MN7wdk

03/02/2026

The West Coast's premier alternative investment conference is back. 🌊

ALTSLA 2026 (March 23–25 | Los Angeles) brings together 1,000+ investors, allocators, and industry leaders for three days of cutting-edge dialogue on hedge funds, private debt, private equity, institutional portfolio construction, and more.

Hosted by CFA Society Los Angeles, CAIA Association, and CalALTS — this is the annual gathering designed with one purpose: equipping you with the knowledge to propel your business forward.

✅ Complimentary registration available for qualified investors
✅ Expert speakers across all major alt investment verticals
✅ Unmatched networking with peers and thought leaders from across the country

Don't miss your seat at the table. 👇
🔗 https://buff.ly/OUiUFWE

Address

4533 MacArthur Boulevard, Suite 182
Newport Beach, CA
92660

Telephone

(949) 236-7901

Website

https://www.cfasociety.org/orangecounty/

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