Orinda Country Club

Orinda Country Club
Orinda, CA 94563 United States Get Directions

Events at this venue

February 2026
The Future of Portfolio Construction: Implementing Direct Indexing Solutions

February 11 @ 3:30 pm - 5:30 pm

Orinda Country Club Orinda Country Club, Orinda, CA, United States

Presented by Laura Foster, CFAManaging Director, Private Wealth Solutions, Canvas Custom Indexing 📅 Date: Wednesday, February 11, 2026🕰️ Time: 3:30 PM to 5:15 PM📍 Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563 👉 REGISTER NOW Why This Event Matters Direct indexing has moved from a niche offering to a powerful tool for advisors […]
March 2026
What’s Possible with AI: Enhancing Investment Management and Client Engagement

March 11 @ 3:30 pm - 5:30 pm

Orinda Country Club Orinda Country Club, Orinda, CA, United States

Seeking Practical, Ethical, and Scalable Uses of AI for Advisors Presented by Craig KirkpatrickCo-Founder, Optimal AdvisorAI 📅 Date: Wednesday, March 11, 2026🕞 Time: 3:30 PM – 5:30 PM📍 Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563 👉 REGISTER NOW Program Overview Artificial intelligence is rapidly reshaping the financial services landscape, but many advisors […]
April 2026
Chapter General Meeting

April 29 @ 3:30 pm - 5:30 pm

Orinda Country Club Orinda Country Club, Orinda, CA, United States

Save the date - more details to be announced soon. Special Thanks to Our Sponsor TBD