CFA Society San Francisco

Are you ready to transform your portfolio? Dive into the world of impact investments with Josh Hile - CEO, CIO, and co-founder of CitizenMint - and William Reynolds - Investment Associate at Fire Capital Management - as they explore strategies that deliver both financial returns and societal benefits. This webinar replay delves into the challenges and innovations within impact reporting and asset allocation, especially in private markets. Hear how frameworks like the Impact Management Project and SASB are pivotal in assessing social and environmental impacts and how energy demands, fueled by AI advancements, are leading tech giants to consider nuclear energy solutions. Watch the replay here: https://loom.ly/sGp6AiU #privatemarkets #nuclearenergy #impactinvestments

CFA Society San Francisco would like to congratulate this year’s new CFA charterholders! 🎉 👏 We value your hard work to earn the charter and recognize the support from your colleagues, families, and friends who encouraged you during the many years of study required to achieve this distinguished designation. The CFA charter is a globally-recognized professional designation that certifies the competence and integrity of investment professionals. To learn more about the CFA Program, click here: https://loom.ly/ow4rOoA

Ready to revolutionize your approach to wealth management? Listen to Jonathan Steele on the latest #FinancialPerspectives podcast episode as he talks about integrating financial therapy and behavioral finance into practical wealth management. In the latest episode of Financial Perspectives, we dive deep into the transformative power of financial therapy with Jonathan Steele, CFA®, Chief Investment Officer and Managing Partner at One Wealth Advisors. With over two decades of experience in portfolio theory and behavioral finance, Jonathan Steele shares his unique approach to integrating mental health into financial planning. This episode is a treasure trove of insights, revealing how financial therapy can revolutionize wealth management and client relationships by emphasizing empathy and personal well-being. Listen to the full episode here: https://loom.ly/HC4l0cY #FinancialTherapy #behavioralfinance #financialplanning #wealthmanagement #wealthadvisors

Thank you to all who came out for the Wine About the Future reception on October 23, 2024, featuring insights from Matt Goldklang, Climate Scientist and local wine expert at Man Numeric. We’d like to offer our special thanks to Man Group for partnering with us on this sold-out event! Look for more in-person and virtual programming on our Calendar of Events: https://loom.ly/Nhd-Ewo Or view previous event replays on our YouTube channel: https://loom.ly/9zkGsaM We look forward to seeing you at a future Society event! #CFASocietySanFrancisco #investinginwine #climaterisk #mangroup

Join us for an upcoming webinar on "Digital India and Emerging APAC Markets: Trends and Challenges", hosted by your premier association for finance professionals. India's digital landscape is evolving rapidly, making it a focal point within Asia's emerging markets. This discussion, moderated by Yanrong Chen, PhD, CFA, will provide a deep dive into the dynamic digital transformation sweeping India and its ripple effects across the APAC region. 📅 Date: December 10, 2024 🕒 Time: 3:00 PM PT 📍 Location: Zoom Webinar Gain the latest insights, practical experience, and up-to-the-minute research from industry-leaders: - Kevin T. Carter - Founder and CIO of EMQQ Global - Jason Hsu - Founder and CIO of Rayliant Global Advisors Learn more and register today to participate in this transformative panel discussion! https://loom.ly/4kGFKIE

Today we are thankful for our Bay Area investment community! We are especially grateful to our volunteer members and Society partners for their continued support, allowing us to bring programs and events that innovate, inspire, and engage the greater investment community. From the bottom of our hearts, we wish you and yours a Happy Thanksgiving! - CFA Society San Francisco Board and Staff Eric Geedey, Chief Executive Officer Lindsey Helman, Managing Director, Marketing & Brand Strategy Tanya Suba-Tang, Director, Membership & Programming Glenn Bergado, Operations Coordinator

Join us for an insightful webinar on "Digital India and Emerging APAC Markets: Trends and Challenges", hosted by your premier association for finance professionals. You won't want to miss this opportunity to engage with expert thought leaders, gain valuable insights, and discover the transformative growth of India's digital landscape and its ripple effects across Asia's emerging markets. 📅 Date: Tuesday, December 10, 2024 🕒 Time: 3:00 PM - 3:45 PM PT 📍 Location: Online Webinar Featured Speakers: Kevin T. Carter - Founder & CIO, EMQQ Global Jason Hsu, PhD - Founder & CIO, Rayliant Global Advisors Moderator: Yanrong Chen, PhD, CFA - Business Analyst, EasyAUM Inc. Whether you're looking to expand your understanding of India's digital economy, gain a strategic edge in emerging markets, or stay informed about pivotal market trends, this webinar is a must-attend! 🔗 Register Now: https://loom.ly/4kGFKIE #DigitalIndia #EmergingMarkets #FinanceWebinar #InvestmentStrategies #APACMarkets #FinanceProfessionals

Join us for our Annual Holiday Gathering! 🎉 Your premier association for finance professionals, in partnership with Mercer, invites you to join us for an evening of beautiful views, engaging conversation, and festive food and drinks as we celebrate the holiday season with our investment community. 📅 Date: Thursday, December 12, 2024 🕓 Time: 4:30 PM - 6:30 PM 📍 Location: Mercer Offices, Embarcadero Center Don't miss out on this fantastic opportunity to connect with fellow finance professionals. Due to space and security limitations, no walk-ins will be accommodated, so be sure to register in advance! 🔗 Register Here: https://loom.ly/CUqB9yg #FinanceCommunity #HolidayGathering #Networking #CFA #InvestmentProfessionals #HolidaySeason

The latest Financial Perspectives episode goes live on November 26th! Save the date to hear from Jonathan Steele, CFA® - Chief Investment Officer and Managing Partner at One Wealth Advisors - as he discusses practical implementation of financial therapy in wealth management on this month's podcast. Set up alerts for new episodes and catch up on all Season 5 episodes here: https://loom.ly/qu7M8vk

Level up your finance career and stay ahead of industry trends by viewing our recent webinar, "Recruiting in Financial Services: What Employers Look For"! Learn how to craft compelling resumes and LinkedIn profiles that showcase your professional achievements, discover the art of strategic content placement using LinkedIn to make a strong impression with potential employers, and equip yourself with practical tips to ace interviews. Speakers A.J. Noll, Vice President Executive Recruiting, Hirenomics Jeffrey Abrams, VP of Permanent Services, Financial Services Group at Robert Half Moderator Isabelle Araujo, CFA, Associate Wealth Advisor, Bordeaux Wealth Advisors Don't miss this opportunity to gain pivotal career strategies to master job applications, interviews, and the power of networking! Watch the webinar now: https://loom.ly/TZus-ww #alternativeinvestment #interviewsuccess #financialservicesindustry #FinanceTrends #ProfessionalGrowth