Tuesday, June 27, 2017  //  4:00 PM – 6:30 PM

Technology’s Role in Capital Markets Intelligence

Shareholder activism is on the rise and its ever-growing reach greatly impacts the entire equity marketplace. And while there may be no real way to curb these investors’ open market activities, new technologies such as artificial intelligence, predictive analytics and big data are bridging the gap between panicked reactions and strategic proactivity.

Tuesday, May 9, 2017  //  5:00 pm – 7:00 pm

Annual Spring Social & Sponsor Appreciation

Thank you to our sponsors!

Wednesday, March 15, 2017  //  4:00 PM – 6:00 PM

Straight Talk from the Buy Side: Today’s Investing Environment

Hear directly from a distinguished panel of buy-side practitioners and what they think about the new administration and its impact on their investment strategy. Learn how they view the rise of ETFs and dark pools. Discover how corporate governance and sustainability weighs on their investment decisions.

Friday, March 3, 2017  //  11:00 AM PST – 11:20 PM PST

Sustainability Bloomberg Style

**DATE CHANGE** Please join us for an exclusive 20-minute free webinar (yes, free and only 20 minutes!) on Friday, March 3, 2017 at 11:00 am PST to better understand how investors are utilizing reported sustainability data and leveraging it in their investment decisions.

Thursday, January 19, 2017  //  4:00 PM – 6:30 PM

The New Sustainability Environment

This program provided an overview of the growing trends in the environmental, social and governance (ESG) field, presented the strategic business case for greater ESG disclosure, and demonstrated how influential stakeholders are using such information.

Thursday, December 1, 2016  //  4pm PST – 6:30pm PST

Global Economic and Investment Outlook

PIMCO’s senior executive Tony Crescenzi provided us with a review of the global economy and investment outlook from the perspective of one of the country’s most prominent investment firms headquartered right here in Orange County.

Thursday, October 6, 2016  //  4:30pm – 10pm

Engaging with Shareholders on Corporate Governance Issues

We heard from a panel of experts who provided insights and advice, plus described how one company initiated a successful outreach program that resulted in a favorable resolution to a shareholder proposal.