All upcoming events are held in San Francisco unless otherwise noted. If you want to add your event to our listing (free!) or take your event off our listing, send us an email at info@affinitycpa.com:
October 25, 2016, 12pm: Fireside Chat with Chairman, CEO and Board Member of First Republic Bank, Jim Herbert by Financial Executives Assocation
October 27, 2016, 4:30pm: Insights from Leading Global Portfolio Managers by CFASF
November 2, 2016, 12pm:: Increasing Your Influence – master techniques in influencing your peers and managing partners by Financial Executives Association
November 9, 2016, 8:30am: Emerging Manager Forum by California Hedge Fund Association
November 9, 2016, 9am: 2016 San Francisco Investment Management Symposium by Dechert
November 10, 2016, 4pm: Holiday celebration by Women in Alternative Investing
November 14, 2016, 4:30pm: Annual Alternative Investments Summit by Seattle Alternative Investment Association
November 17, 2016, 3pm: 2016 San Francisco Hedge Fund Symposium by EY
* we are not responsible for changes/cancellation of events held by third parties.
Connect with us for updates on local educational and networking events.
Nov 19, 2015, 3pm: Annual global hedge fund symposium hosted by Ernst Young
Dec 2, 2015, 4pm: Holiday reception hosted by Hedge Fund Round Table
Dec 2, 2015, 4pm: Investment Opportunities in China and Asia and Annual Holiday Party hosted by CAIA San Francisco
Oct 1, 2015, 6pm: Gender, Morality, and Power in Negotiations hosted by 100 Women in Hedge Funds
Oct 13, 5pm: Under Attack: Cyberdefense in the Network Age hosted by 100 Women in Hedge Funds
Sep 23, 2015, 3:30pm (Irvine): 2016 U.S. Investment Outlook – Finding Alpha in Domestic Markets by PAAMCO & California Hedge Funds Association
Sep 24, 2015, 5:30pm (Seattle): Annual networking event hosted by Seattle Alternative Investment Association
Sep 29, 2015, 6pm (Dana Point): Networking reception hosted by California Hedge Funds Association
July 13, 2015, 3:30pm: Social media session hosted by Association of Women in Alternative Investment
July 28, 5pm: Conflict of interest in Account Management and more hosted by 100 Women in Hedge Funds
July 30, 2015, 6pm: Private cruise hosted by Financial Executives Association
June 9, 2015, 12pm: Cyber Security From All Fronts hosted by Financial Executives Association
June 11, 2015, 5pm (Palo Alto): What does it take to be a pioneer? An armchair conversation with George Roberts, KKR Co-Founder hosted by 100 Women in Hedge Funds
June 24, 2015, 4pm: Round table discussion hosted by Financial Entrepreneurs Forum
* we are not responsible for changes/cancellation of events held by third parties.
May 13, 2015, 2:30pm (Los Angeles): How to be Prepared for an SEC Exam in 2015 hosted by 100 Women in Hedge Funds
May 19, 2015, 4:30pm: Responsible Investing: Perspectives from around the Industry hosted by 100 Women in Hedge Funds
May 21, 2015, 2:30pm (Los Angeles): The Changing Environment in Operations, Technology and Capital-Raising hosted by California Hedge Fund Association
May 21, 2015, 4:00pm: Spring fling social hosted by California Hedge Fund Association
April 23, 2015, 5pm: “Why Hedge Funds” hosted by California Hedge Fund Association and Hult International Business School
April 28, 2015, 12:00pm: Round-table luncheon for peer discussion regarding pertinent issues of the day, hosted by Financial Executives Association
April 29, 2015, 4pm: The AIFMD Era: To Passport or Not to Passport? hosted by 100 Women in Hedge Funds
April 30, 2015, 5:30pm: Networking reception hosted by CAIA San Francisco and California Hedge Funds Association
December 3rd, 2014, 5:30pm: Holiday happy hour gathering hosted by Financial Entrepreneurs Forum
December 4th, 2014, 4:00pm: Sandra Urie Luminary and Holiday Party hosted by 100 Women in Hedge Funds
December 9th, 2014, 4:00pm: Holiday Networking Reception by California Hedge Funds Association and Bay Area Hedge Funds Roundtable
December 11th, 2014, 5:45pm: Holiday cruise with Financial Executives Association
November 5th, 2014, 5:30pm: ABC (attorneys, bankers, CPAs and financial professionals) mixer hosted by CalCPA San Francisco Chapter
November 6th, 2014, 12pm: Lunch seminar on “Unintended Consequences of Heightened Regulatory Expectations; Bank’s Firing High Risk Customer Segments” hosted by Financial Executives Association Hedge Funds Networking Group
November 12th, 2014 (all day): 2014 Investment Management Conference hosted by K&L Gates
November 13th, 2014, 3pm: Global Hedge Fund Symposium hosted by Ernst & Young
November 20th, 2014, 2pm: Investment fund seminar on “Everything Offshore” hosted by Walkers Global
November 20th, 2014, 4:30pm: November social hosted by CFA San Francisco Chapter
October 8th, 2014, 3:30pm: Ireland’s advantages as a fund domicile for investment funds by Bay Area Hedge Fund Roundtable
October 30th, 2014, 5:30pm: Protecting Your Portfolio From Inflation: The Case for Real Asset and Commodity Investing by CAIA SF
September 11th, 2014, 11:45am: Hedge fund boot camp hosted by Financial Executives Association
September 17th, 2014, 4:30pm: Pay For Success Bonds – The New Impact Investment Opportunity by 100 Women in Hedge Funds
August 5th, 2014, 5pm: When Numbers Lie: Using Forensic Accounting to Detec Stock Market Fraud hosted by 100 Women in Hedge Funds
August 7th, 2014, 4:30pm: Networking reception by CAIA and CHFA
August 20th, 2014, 4:00pm: Round table discussion with your peer entrepreneurs on client relationship management and technology to improve customer satisfaction. Hosted by Financial Entrepreneurs Forum. Space is limited to 25 people. RSVP by emailing amy@affinitycpa.com.
July 9th, 2014, 4:30pm: Women’s Initiative Network Presents: Gender Lens Investing by CFA SF chapter
July 23rd, 2014, 4pm: Summer networking by 100 Women in Hedge Funds
June 17, 2014, 6pm: Hedge fund luncheon hosted by Financial Executives Association
June 23, 2014, 5:30pm: Our Managing Member, Amy Zhang, speaks at Golden Gate University about Entrepreneurship
June 25, 2014, 3:30pm: The Future of Activism hosted by the Bay Area Hedge Fund Roundtable
September 10, 2013 3:30pm: Why Bigger Isn’t Always Better: Investment Firm Success Strategies for Small-to-Mid-Size Firms by California Hedge Fund Association
September 18, 2013 5pm (Los Angeles): Pioneers of the Investment Industry by California Hedge Fund Association
September 19, 2013 12pm: San Francisco hedge fund luncheon by Financial Executive Assocation
October 16, 2013 9am: Current development for investment management by PricewaterhouseCoopers
November 6, 2013: Overview of the SEC’s examination processes and procedures by SEC
May 1, 2013 6pm (Beverly Hills): Southern California annual networking event by 100 Women in Hedge Funds
May 2, 2013 4pm: Hedge fund quarterly meeting forum by FEA
May 9, 2013 6:30pm (Las Vegas): Cocktail party at SALT 2013 by 100 Women in Hedge Funds
May 15, 2013 (all day): San Francisco small business week workshops
May 16, 2013 3pm (La Jolla): Pioneers of Investment Industry by California Hedge Funds Association
May 16, 2013 6pm: Fire side chat with Tony Lee, Senior Investment Director at SFERS by Association of Asian American Investment Managers
May 22, 2013 4:30pm: Martini with Marcum
February 6, 2013 5pm: Setting the course in 2013 – women investment managers by 100 Women in Hedge Funds
February 12, 2013 11:30am: Optimizing access to alternative investment by CAIA San Francisco and Financial Planning Association
February 12, 2013 12pm: Hedge fund luncheon hosted by FEA
February 19, 2013 3:30pm: Financial Entrepreneurs Forum hosted by FEF. Topics to cover: how to start an investment firm and position it for growth and success. Space is limited. Sign up here.
February 20, 2013 5:30pm: Annual forecast dinner by CFA San Francisco
January 17, 2013 2:30pm: State and local tax landscape update by Ernst Young
January 23, 2013 3:30pm: Challenges and opportunities for starting a hedge fund in 2013 by Pillsbury
January 31, 2013 5:30pm: Joint networking by Financial Women Association and CalCPA Society
February 6, 2013 5pm: Setting the course in 2013 – women investment managers by 100 Women in Hedge Funds
December 4, 2012 5:30pm: San Francisco holiday event by Opus Connect
December 10, 2012 5:30pm: Holiday reception by Financial Entrepreneurs Forum
December 12, 2012 6pm: Offshore funds – recent trends and challenges by 100 Women in Hedge Funds
December 13, 2012 4pm: San Francisco social event by Financial Executives Association
December 13, 2012 5pm: Holiday networking by Bay Area Hedge Fund Roundtable and California Hedge Fund Association
December 18, 2012 5pm: Holiday party by CFA San Francisco
November 1, 2012 5pm: ABC (Attorneys, Bankers and CPAs) Mixer hosted by CalCPA San Francisco Chapter
November 5, 2012 4pm: Funds in Focus – What’s to Come in 2013 hosted by Walkers Global
November 8, 2012 5:30pm: Happy hour social event hosted by CFA San Francisco Chapter
November 14, 2012 12pm: Post Election Market Update by BNY Mellon
October 3, 2012 4pm: San Francisco Hedge Fund Networking Happy Hour
October 11, 2012 12pm: San Francisco Hedge Fund Luncheon by First Republic Bank
October 11, 2012 3:30pm (Los Angeles): Benefits of Offering a Registered Hedge Fund by California Hedge Fund Association
October 16, 2012 3:30pm: Financial Entrepreneurs Forum on Accounting and Tax Planning before Year End. Limited to 20 attendants. Please RSVP: http://linkd.in/QduMBn
October 17, 2012 8am: Annual Financial Services Seminar by BPM
October 17, 2012 – October 19, 2012 (Las Vegas): Alternative Asset Summit
October 18, 2012 5pm: Emerging Managers: Building Optimal Relationships and Operations to Drive Allocation by 100 Women in Hedge Funds
October 23, 2012 12pm: Trends in SEC Examinations and Enforcement by 100 Women in Hedge Funds
October 23, 2012 3pm: Fall Symposium by California Hedge Fund Association
October 29, 2012 – October 31, 2012 (Los Angeles): Global Opportunities: East Meets West by AAAIM
September 9-11, 2012: Alpha hedge annual institutional investment conference.
September 19, 2012 5pm: Get ready to clear your OTC derivatives trades by 100 Women in Hedge Funds.
September 20, 2012 1:30pm: Legal and Tax Challenges in US-ASIA Cross-Border Investment and Wealth Management by Sheppard Mullin & Amicorp Group.
September 20, 2012 5:30pm: Family office backed private investing by Opus Connect.
September 9-11, 2012: Alpha hedge annual institutional investment conference.
September 19, 2012 5pm: Get ready to clear your OTC derivatives trades by 100 Women in Hedge Funds.
September 20, 2012 1:30pm: Legal and Tax Challenges in US-ASIA Cross-Border Investment and Wealth Management by Sheppard Mullin & Amicorp Group.
September 20, 2012 5:30pm: Family office backed private investing by Opus Connect.
August 6, 2012 5pm: Rethinking asset allocation: Euro Crisis, QE & Volatility hosted by 100 Women in Hedge Funds.
August 15, 2012 3pm (Los Angeles): Summer social by California Hedge Fund Association.
August 15, 2012 3:30pm: Join August Financial Entrepreneurs Forum and discuss with your peers about selection of third party service providers, including compliance/legal assistance, auditors/tax preparers, administrators etc. Space is limited, please RSVP via LinkedIn Event Page: http://linkd.in/PVYNrd
July 12, 2012 8:30am: Impact Investing – Pursuing Financial Return While Making a Difference, hosted by CAIA SF.
July 18, 2012 5pm: Not Your Parent’s Mutual Fund: Alternative 40 Act Funds, hosted by 100 Women in Hedge Funds.
July 26, 2012 4:30pm: Hedge Fund Social Networking, hosted by San Francisco Hedge Fund Networking Group.
June 13, 2012 2pm: Evaluate different service providers, including trading platforms, research tools, and back-office support hosted by Financial Entrepreneurs Forum. Seating is limited to 60 people. Email amy@affinitycpa.com for details.
June 14, 2012 3:30pm: JOBS Act – Brave New World of General Advertising by Hedge Funds hosted by Pillsbury.
June 19, 2012 6pm: Incorporaing Commodities and Currencies in Portfolios: A Global PMs Roundtable hosted by 100 Women in Hedge Funds
June 21, 2012 12pm: Compliance Operations and Risk 2012 by Regulatory Compliance Association.
June 21, 2012 4pm: Annual members reception by CFA SF Society. Non-members are welcome.
June 27, 2012 4pm: What Are the Critical Success Factors for Women in this Industry hosted by Rothstein Kass.
June 13, 2012 2pm: Evaluate different service providers, including trading platforms, research tools, and back-office support hosted by Financial Entrepreneurs Forum. Seating is limited to 60 people. Email amy@affinitycpa.com for details.
June 14, 2012 3:30pm: JOBS Act – Brave New World of General Advertising by Hedge Funds hosted by Pillsbury.
June 19, 2012 6pm: Incorporaing Commodities and Currencies in Portfolios: A Global PMs Roundtable hosted by 100 Women in Hedge Funds
June 21, 2012 12pm: Compliance Operations and Risk 2012 by Regulatory Compliance Association.
June 21, 2012 4pm: Annual members reception by CFA SF Society. Non-members are welcome.
June 27, 2012 4pm: What Are the Critical Success Factors for Women in this Industry hosted by Rothstein Kass.
April 5, 2012 4pm: Boom or Bubble? Making A Case for Commodities as An Asset Class hosted by CAIA.
April 17, 2012 11:30am: What Behavioral Finance Can Teach You About Managing Money by FPA.
April 17, 2012 3:30pm: Technology, Social Media and the Internet: Deja Vu or Opportunity Anew by the Bay Area Hedge Fund Roundtable.
April 19, 2012 6pm (Los Angeles): Cocktail Reception: An Evening with Institutional Investors hosted by AAAIM. Speakers include CIO from Los Angeles County Employees Retirement Association and board member from CalPERS.
April 25, 2012 3:30pm: Monthly Financial Entrepreneurs Forum is back! Seating is limited to 60 financial entrepreneurs. Email amy@affinitycpa.com for more details.
April 26, 2012 4pm: A Networking Night with Peers on the Pier hosted by 100 Women in Hedge Funds and Bloomberg.
February 23, 2012 3:30pm: Hedge Funds 2012: Changes & Challenges of Raising Capital hosted by Pillsbury.
March 9, 2012 (Berkeley all day): 2012 Berkeley Finance Conference: Opportunities in Volatile Times held at the Haas School of Business. Click here for details.
March 15, 2012 5pm: Avoiding Turbulence in the Cloud: Considerations for Investment Managers hosted by 100 Women in Hedge Funds.
December 7, 2011 1:30pm: Basics of SEC registration under Dodd Frank and Form PF hosted by Thomson Reuters
December 8, 2011 5pm: Holiday networking event hosted by California Hedge Fund Association
November 1, 2011 5pm: ABC (attorneys, bankers and CPAs) mixer hosted by CalCPA society
November 2, 2011 4:30pm: Social networking event with CAIA members
November 8, 2011 (all day starting at 9am): 2011 Investment managers conference
November 9, 2011 6pm: Navigating turbulent markets: an interview with CIO from CalSTRS
November 10, 2011 (half day starting at 12pm): Hedge fund marketing bootcamp
November 16, 2011 (half day starting at 2:30pm): Hedge fund symposium
November 27-28, 2011: Hard assets investment conference
October 3, 2011 1pm: US credit, counterparty and liquidity risk seminar.
October 6, 2011 11:30am: Financial Women Association Women of the Year luncheon.
October 7, 2011 11:30am: A fundamental outlook on commodities hosted by GE Asset Management.
October 10, 2011 3:30pm: Global investing in volatile markets hosted by bay area hedge fund roundtable.
October 11, 2011 2pm: monthly Financial Entrepreneur Forum hosted by CFA Society of San Francisco.
Oct 12 – 14, 2011 (Las Vegas): Our Managing Member, Amy Zhang, will join other panels and talk about hedge fund capital raising on Day III (10/14/2011: 8:30am to 9:15am) of the 8th annual Alternative Asset Summit. Register now.
Octobere 18, 2011 4pm: Dodd Frank event hosted by Grant Thornton.
October 20, 2011 12pm: Investing in emerging markets hosted by CFA Society of San Francisco.
October 27, 2011 5:30pm: Happy hour with CFA Society of San Francisco (no-host bar).
September 7, 2011 12pm: Financial Entrepreneur Forum hosted by CFA Society of San Francisco. Our Managing Member, Amy Zhang, CPA, will be chairing the event. Free for CFA members and $10 for non-members. Register now.
September 8, 2011 5:30pm: Financial leadership forum exchange hosted by CalCPA Society.
September 14, 2011 3pm (Los Angeles): Marketing and Regulatory Forum hosted by CHFA.
September 15, 2011 2pm (radio show): Our Managing Member, Amy Zhang, will talk about hedge fund industry over the radio. More information to come.
September 20, 2011 5pm: Asset management india roundtable hosted by Ernst Young.
September 20, 2011 6pm: Strategically anticipating and managing the impact of regulatory reform by 100 Women in Hedge Funds.
September 22, 2011 (all day): Golf tournament with CalCPA Society. Dinner only session starts at 5pm.
August 2, 2011 3pm: Social networking with investment professionals at Irish Bank.
August 4, 2011 (full day): Important Voices 2011, an investment industry leadership conference.
August 5, 2011 3pm (Del Mar): Summer social with California Hedge Fund Association.
August 10 – 12, 2011 (full day): the Money Show – San Francisco at Marriot Marquis.
August 24, 2011 4pm: Social networking and libations to support Hedge Funds Care organized by CAIA. Members, candidates and visitors are welcome.
August 25, 2011 6pm: Ten Years Post 911 – Progress on the War on Terror hosted by 100 Women in Hedge Funds.
August 30, 2011 5:30pm: Social night at AT&T park with CFA Society of San Francisco, featuring the SF Giants vs. the Chicago Cubs. Non-members are welcome.
