CFA Society of San Francisco

Upcoming Events

Currently Open for Registration

•	Wed., Sep. 8

Continuing Education Program
Transparency & Comparability: The True Power of Analysis with XBRL
CFA Institute CE Eligible
Speaker(s):

• Ted Stavropolous, Director of Business Development, Rivet Software

•	Thu., Sep. 16

Continuing Education Program
So, You Wanna Start a Hedge Fund? Learn How From Four Hedge Fund Founders
CFA Institute CE Eligible
Speaker(s):

• James Ellman, Seacliff Capital LLC
• Ernest Chow, PhD, CFA, Sensato Capital Management
• Lee Levy, Canid Asset Management LLC
• David Burkart, CFA, Coloma Capital Futures, LLC

•	Wed., Sep. 22

Continuing Education Program
Reflections on Risk: Designing a Risk Culture that Compliments Investment Policy
CFA Institute CE Eligible
A Joint Program with GARP
Speaker(s):

• Tim Garry, Risk Manager and Portfolio Manager, Passport Capital

•	Tue., Sep. 28

Continuing Education Program
After the Crash: Lessons from Adversity
CFA Institute CE Eligible
Speaker(s):

• Jim Ware, Focus Consulting

•	Wed., Sep. 29

BAFEF Annual Wine Tasting Reception
Hosted by: Bay Area Financial Education Foundation

•	Fri., Oct. 8

Continuing Education Program
Russia: What it is Really Like and How to Make Money Investing There
CFA Institute CE Eligible
Speaker(s):

• Timothy Enneking, Co-Founder & Director, Tera Capital Fund

•	Fri., Oct. 8

Continuing Education Program
Building High Performing Investment Teams
CFA Institute CE Eligible
Speaker(s):

• Jamie Ziegler

•	Thu., Oct. 14

Continuing Education Program
and Social Hour
Portfolio Manager Series: The Stakes Go Up in Social Investing: New Evidence, New Controversies
CFA Institute CE Eligible
Speaker(s):

• Lloyd Kurtz, CFA, Senior Portfolio Manager, Nelson Capital

•	Tue., Oct. 19

Continuing Education Program
Long Duration Common Stock Investing: A Contrarian Manifesto
CFA Institute CE Eligible
Speaker(s):

• Bill Smead, Chief Investment Officer, Smead Capital Management

•	Thu., Nov. 11

Continuing Education Program
Making Sense of the Euro and the U.S. Dollar
CFA Institute CE Eligible
Speaker(s):

• Axel Merk, President & CIO, Merk Investments

Newsworthy for Members

Learn How to Start a Hedge Fund...
from four panelists who recently started their own hedge funds:

♦ James Ellman
    President, Seacliff Capital LLC;
♦ Ernest Chow, PhD, CFA
    Founder/Partner, Sensato Capital Mgmt.;
♦ Lee Levy
    Founder/Partner, Canid Asset Mgmt. LLC;
♦ David Burkart, CFA
    Founder/CIO, Coloma Capital Futures, LLC

Thursday, September 16   2:00 - 6:00pm

Event Schedule:
2:00 PM - 3:45 PM Panel presentation
4:00 PM - 5:00 PM Audience Q&A
5:00 PM - 6:00 PM Social

                         Register

Newsworthy for Candidates

CFASF's CFA® REVIEW PROGRAM
CFASF offers an Extensive Program of review classes, study groups and workshops to assist candidates with their exam preparation. View REVIEW PROGRAM POLICIES

CFASF follows CFA Institute
Prep Provider Guidelines

December 2010 Candidates

► Exam Review Classes
Start first week of September
Given on weeknights OR Saturdays
Details

Schedules
Evening Course || Saturday Course

Register Now - Prices go up soon!

► Scholarships/Fellowships
December exam:
The August 13 deadline has passed.
We are no longer accepting applications

June Exam:
Applications will be available in early fall.