Annual Dinner (September)
The Annual Dinner Event is CFAOC’s premier event each year featuring world class keynote speakers sharing timely
information with members. This elegant cocktail and dinner event brings together 100 to 150 members of our society for
networking, the sharing of ideas and a review of the society’s past fiscal year.
Past Speakers Have Included:
Dr. Harry Markowitz (2009)
Dr. Esmael Adibi (2008)
Coach John R. Wooden (2007 CFA Day)
Annual Holiday Luncheon and Charter Award Ceremony (December)
The Annual Holiday Luncheon and Charter Award Ceremony is one of CFAOC’s more popular events where members gather
to socialize and share stories of the past year. The winners of the Annual Market Forecast and Stock Picking Contest for the
past year are also announced. The Luncheon is concluded with the time honored tradition of awarding and celebrating the
achievements of this year’s CFA charterholder recipients. These proud individuals are recognized by their peers, receive their
certificate and are warmly congratulated for their hard work and achievement.
Past Speakers Have Included:
John Rogers, President of CFA Institute (2009)
Andy Policano, Dean of UCI Paul Merage School of Business (2008)
Monthly Education Programs/Mid‐Year Forecast Dinner
CFAOC is committed to providing professional development opportunities to our members through an average of 8‐10
luncheons or dinners each year featuring top quality speakers and industry professionals from around the world. These
events attract anywhere between 40 to 100 members and guests and are a great opportunity for networking and idea sharing.
Past Speakers Have Included:
Rob Arnott, Research Affiliates
Tony Crescenzi, PIMCO
John Campbell, Congressman
James Meketa, Meketa Investment Group
Andy Policano, Dean of UCI Paul Merage School of Business
Matt Moran, CBOE
Erik Ogard, Russell Investments
Terry Ober, Cohen and Steers
Brent Bell, State Street Global
John Tousley, Goldman Sachs
David Burkart, Barclays
And many others…
Student Events and Networking Opportunities
Future events still to be scheduled for the coming year may include opportunities associated with the Career Expo, Global
Investment Research Challenge, Stalla/UCI CFA Review Program, Wine tasting, Angel’s Baseball Social and CFAOC
Foundation fundraising events (golf tournament, silent auction, etc.)
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