CFA Society Sacramento

02/25/2020

Great turnout at today’s lunch event on the topic of economic expectations for 2020. Thank you for your interest and a thoughtful discussion!

02/11/2020

♦ The registration for our February event is here, don't miss it! Macro Outlook: 2020 Vision. Tuesday, February 25, 2020 from 12:00 PM to 1:30 PM PST. CalPERS
400 Q Street, CalPERS East Bldg, Room 3823 ☺

♦ Many believe that 2020 will prove a relatively quiet year from a macro perspective. Slowing but still positive growth, central banks on the sidelines and gradual progress in the US/China trade war all point to a positive, albeit slightly boring, year.

♦ Lee Ferridge is a senior managing director and the North American head of Multi-Asset Strategy for State Street Global Markets. Mr. Ferridge and his team formulate foreign exchange, fixed income and equity market views for State Street's range of clients using unique proprietary flow indicators.

♦ Register here:

At CalPERS Tuesday, February 25, 2020 at 12:00 PM Pacific Standard Time

01/08/2020

Happy New Year! Don't forget to register for the first educational and social event of 2020!

At Hewlett Packard / McCormick & Schmick's Thursday, January 16, 2020 at 3:30 PM Pacific Standard Time

12/18/2019

♦ Mark your calendars for the first event of 2020!!!
♦ January 16, 2020: educational seminar AND a social mixer, don't miss it!
♦ Seminar on cyber security: The seminar will be held at Hewlett Packard HP: 8000 Foothills Blvd. from 3:30-5:00pm.
♦ We are living in an Internet delivered world and cyber compromise of your latest privacy data is no longer a matter of "if" but "when." After data breach stories highlighting hacks that have pummeled the reputations of Yahoo, Facebook, Equifax, and other businesses, it's time to educate and protect yourself.
♦ Following the meeting at HP, members are welcome to attend a mixer at McCormick & Schmick's Seafood & Steaks at Fountains at Roseville 1194 Roseville Pkwy, Roseville, CA Time: 5pm - 7pm. Appetizers and refreshments will be served
♦ Register here:

At Hewlett Packard / McCormick & Schmick's Thursday, January 16, 2020 at 3:30 PM Pacific Standard Time

12/04/2019

‼Registration Closes this Friday! Don't miss it!!
Holiday Reception and Charter Recognition‼

♦Thursday, December 12, 2019 from 6:00 PM to 9:00 PM PST The Citizen Hotel (Metropolitan Terrace)

♦926 J Street Sacramento, CA 95814

♦Register now:
https://events.r20.constantcontact.com/register/eventReg?oeidk=a07egp9n0a02c2467e2&oseq=&c=&ch=

11/01/2019

CFASS Holiday Celebration & Charter Recognition!!!

Celebrate the holidays with CFA Society Sacramento, honor new CFA charter holders and recognize CFA scholarship recipients during our annual award ceremony. Plus, enjoy remarks from keynote speaker Paul Smith, Advisor and former President and CEO of CFA Institute.

WHAT: Annual CFA Society Sacramento Holiday Celebration
WHEN: Thursday, December 12, 6-9PM
WHERE: The Citizen Hotel (Metropolitan Terrace), 926 J Street.

Register here: https://events.r20.constantcontact.com/register/eventReg?oeidk=a07egp9n0a02c2467e2&oseq=&c=&ch=

Registration Closes December 6! (Please note there are no walk-ins for this event.)

10/29/2019

The last educational lunch of 2019!

Don't miss out on this opportunity to listen to and interact with our speaker from the Federal Reserve Bank of San Francisco!

♦ Topic: Nonbanks and Financial Stability: The Case of China
♦ Nonbank activities are rising around the world. In both advanced economies and emerging countries, nonbank lenders-or more commonly referred to as shadow banking institutions-have become key players of the financial system, creating business and investment opportunities as well as new risks and regulatory challenges. What's the impact on banking sector and bank regulation? How to assess potential risks?
♦ Speaker's Bio: Cindy Li is the manager of the Country Analysis Unit at the Federal Reserve Bank of San Francisco. In that capacity, she oversees analysis of banking, regulatory, and economic developments in Asia.
♦ November 13, 2019 from 12:00 PM to 1:15 PM PST
♦ CalPERS 400 Q Street Lincoln Plaza East, Room 3721
♦ Register here: https://events.r20.constantcontact.com/register/eventReg?oeidk=a07egnotkq1e1ece7cc&oseq=&c=&ch=

Not a member? You can still come, the cover charge to attend the luncheon is $10.
Explore becoming a member at our website: https://www.cfasociety.org/sacramento/Pages/How%20to%20Apply.aspx

At CalPERS Wednesday, November 13, 2019 at 12:00 PM Pacific Standard Time

09/27/2019

Another educational lunch, don't miss out on this important topic: Persistent Undercurrent of Political Instability.

♦ Wednesday, October 16, 2019 from 12:00 PM to 1:15 PM PDT
♦ CalPERS 400 Q Street Lincoln Plaza East, Room 3823
♦ Speaker: Phillip Colmer, MRB Partner
♦ Register here: http://events.r20.constantcontact.com/register/event?oeidk=a07eghfs1c3a865df8d&llr=4ysrlbeab

Voters in many countries have expressed extreme frustration with the political establishment and have leaned towards candidates that run on a populist and/or nationalist platform over the past few years, repeatedly catching investors off guard. Modern history provides limited insight but past episodes of extreme political instability as well as the struggles of previous empires highlight that the current undercurrent of social unrest is nothing new. It is also unlikely to dissipate anytime soon. The key for investment strategy is how newly elected governments go about calming social unrest.

Phillip will draw from past examples as well as economic and political theory to provide a framework for understanding the current forces driving political instability as well as the appropriate investment strategy for a more uncertain environment.

09/10/2019

Thanks to everyone who joinined us at today’s event on passive investing! 📊📈
Great turn-out, engaging discussions and an opportunity to network! 🤓
Stay tuned for our next events! 📆

09/05/2019

♦Registration Closes Tomorrow! Virtu Analytics Research Presentation - The Growth of Passive Investing and its Impact on the Market!
♦Join us for another educational event on 9/10/2019 from 12:00pm to 1:15pm at: CalPERS 400 Q St. Lincoln Plaza East Room 2823
♦Speakers: Ivan Cajic, Head of Global Index & ETF Research and Chris Escobar, Director, Head of North American Analytics Sales
♦Register here:

DescriptionThe presentation will provide an overview of the current passive investing landscape in capital markets.Topics covered will include:(1) The impact of passive investing(2) Changes in institutional trading patterns, liquidity events and price impact(3) How to anticipate and leverage index c...

06/10/2019

📣 Date Update!!📣

Our Social Event is moved to Thursday, June 27, same time, same place!

Register before it's too late 😎

Join us for appetizers and refreshments at Joe's Crab Shack! Come and mingle with fellow CFASS members, learn about exciting events and ways to get involved.