CFA Society Orange County

Home
United States
Newport Beach, CA
CFA Society Orange County

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.

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

02/26/2026

Want to know what today’s LPs are really prioritizing in 2026?
🔥 REQUEST the AGENDA to find out at ALTSLA https://buff.ly/LahLSTr

The keynote lineup brings together leading allocators and decision-makers sharing how they’re thinking about private markets—from credit and equity to real assets, AI, and beyond, featuring:

▶︎ Michael Rees, Blue Owl Capital
▶︎ Cliff Asness, AQR Capital Management
▶︎ Robyn Grew, Man Group
▶︎ Katie Koch, TCW
▶︎ Stephen Gilmore, CalPERS
▶︎ Fiona Ma, California's 34th State Treasurer
▶︎ Tim Draper, Draper Associates
▶︎ Jason Wright, Ariel Project Level

Foster meaningful conversations and direct access to the LPs driving capital allocation at , March 23-25, in Los Angeles.

Presented by CFA Society Los Angeles, CAIA Association, CalALTs (The California Alternative Investments Association), and Markets Group.

02/25/2026

📅 Mark your calendars, Orange County!
Join us on March 19th from 5–7 PM PT for the CFAOC State of Orange County, a premier evening bringing together leaders from asset management, tech, healthcare, consumer brands, and professional services.

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. Whether you're a CFA Charterholder, investment pro, or community leader, this is the event to be at this spring.

🎙️ Featuring panelists Steve Card, David Hammer, and Jon Gould — moderated by Ben Phillips.

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

REGISTER HERE: https://buff.ly/5MN7wdk

Address

4533 MacArthur Boulevard, Suite 182
Newport Beach, CA
92660

Telephone

(949) 236-7901

Website

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

Alerts

Be the first to know and let us send you an email when CFA Society Orange County posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Organization

Send a message to CFA Society Orange County:

Shortcuts

Want your organization to be the top-listed Non Profit Organization in Newport Beach?