CFA Society of Sacramento

There are many exciting ventures that we’ll announce throughout the year, but right now I am going to recap the many successes of the Society over the past year.  Working with a new sponsorship brochure, we raised over $33,000 from ten sponsors, many of whom are sponsoring the entire slate of events for the coming year.  Our sponsors for the coming year are:

Instinet - Platinum Sponsor
JP Morgan - Silver Sponsor
Jones Trading - Silver Sponsor
Credit Suisse - Bronze Sponsor
ITG - Bronze Sponsor

Be sure to thank them at all our events.  This is the funding that allows us to continue to offer top-notch events at no cost to members.

Throughout the year, we offered top-rated and in some cases, internationally renowned, speakers at our education series held at CalPERS. 

We added almost twenty new members to the society. 

We continued to support our local CFA Program candidates by providing scholarships and by hosting a mock exam. 

In December 2009, we gathered at the Citizen Hotel to celebrate the holidays and toast the success of our new charterholders. 

In January 2010, we invited local business owners and community leaders to join us at the Alumni Center at CSU Sacramento and along with our partners, CSU Sacramento and the Sacramento Business Review, we presented a local, state, national and international Market Forecast. 

On the day after the Market Forecast, we fielded our first student team from University of California, Davis, to compete in the CFA Institute Global Investment Research Challenge. 

In July, we hosted a really hot (literally and figuratively) 5^th Annual Golf Tournament at Teal Bend Golf Course. 

We updated and revised the Society’s bylaws. 

For the first time, we surveyed the entire membership to be sure the board is on the right track and we received very good marks.  We will be making some small changes to events and programs based on your responses. 

We developed a three year strategic and operating plan, which we will present to the membership soon. 

We are working on our website and will launch the new and improved version soon.

We have been working on and will embark on a new public relations initiative designed to raise awareness of the CFA Charter.

And last but not least, CFA Institute rated our society as having met 100% of the service standards set by the Institute for member societies. 

Please join me in thanking the volunteers who have spent their personal time over the past year to ensure the ongoing excellence of the CFA Society of Sacramento’s programs and events.

Geraldine Jimenez, Past President
Dan Bienvenue, Vice President
Hao Lin, Secretary and Bylaws Revision Committee Chair
Jonathan Lederer, Treasurer and Golf Tournament Co-Chair
Jane Delfendahl, Director—Programs
Roy Clothier, Director—Membership, Holiday Meeting and Annual Meeting Chair
Brian Leu, Director—Global Investment Research Challenge, Education and Golf Tournament Co-Chair
Orintheo Swanigan, Director—Technology Co-Chair
Sharyl David, Director—Sponsorship Brochure Committee Chair
Jon Welch, Director—Technology Co-Chair

Please also join me in congratulating and welcoming the incoming officers and directors.

Jonathan Lederer                 Vice President
Brian Leu                            Secretary
Lara Luo                             Treasurer
Dan Bienvenue                     Director, Executive Committee
Jane Delfendahl                    Director
Roy Clothier                         Director
Orintheo Swanigan                Director
Hao Lin                               Director
Dianne Sandoval                   Director
Alec Baillie                           Director

All the best,