Finance Groups San Francisco
Finance networking and learning meetups near you

Hedge West SF December 2026 Meetup
Wed, Dec 9, 2:00 AM**The next quarterly HedgeWestSF meetup in San Francisco is on December 8, 2026 from 6pm to 9pm. Join us at The House of AI at 40 Boardman Place in San Francisco's West SOMA Neighborhood** **near 7th and Bryant Streets. Parking available at 71 Boardman Place.** Presentations: **Vladimir Ofitserov** (REVO Capital - revocm.com) - *Scaling Quant Research with AI* **Vinesh Jha** (ExtractAlpha - ExtractAlpha.com) - *Advances in Alternate Data Alpha. New research, emerging signals, and what systematic investors should be watching next* (Rescheduled from the last meetup) **Greg Kapoustin** (validityBase - [vbase.com](https://vbase.com/?utm_source=luma)) - *Why Backtests Aren’t Trusted: Common Mistakes and Their Solutions* CALL FOR SPONSORS - Help keep HedgeWestSF going by becoming a sponsor - https://hedgewestsf.org/sponsorship CALL FOR PRESENTATIONS - Want to present at a future HedgeWestSF? Email hedgewestsf@novumcove.com **HedgeWestSF is sponsored by Novum Cove Capital Management and ExtractAlpha.** Food and refreshments will be served. As always, professionals, students, and anyone with an interest in trading, quant, data, and AI in finance are welcome! Looking forward to seeing you there!

Book Club - Taking Stock
Thu, Oct 15, 12:30 AMWe will read Taking Stock by Jordan Grumet, MD. He is a hospice doctor. What is his advice on Financial Independence, Building Wealth, and Living a Regret-Free Life **About the book** Written by a hospice doctor with a unique front-row seat to the regrets of his dying patients, this book will remind you to take stock of life now, before it is too late. The goal of financial independence is to have the economic fuel to live a full life and avoid regret. Taking Stock is your guide to taking control of your finances and investing in yourself. Inside you'll find: The three basic archetypes of building wealth, and how to choose which is right for you Time-hacking techniques to modify your perception of time passing and fill your moments with meaning Tips to invest in education, family, and your own physical and mental health And much more! Don't wait until the last moment to live life to the fullest. I will update chapters to read at each event in the **Comment** area down below. Make sure to check it out. **How to find us** I will be at 2nd floor. Take the escalator up. I will be at your right with a green sign "Cafe Finance" when you stand at the entrance. **Agenda** 5:30 \~ 6:00 pm Sharing and Networking ( You can buy or bring food to eat while we are discussing the book) 6:00 \~ 7:30 pm Book Discussion 7:30 \~ 8:00 pm Conclusion & Final thought

Financial Planning Day: Financial Workshops and More
Sat, Oct 24, 5:00 PMA full day of expert advice on managing your finances and planning for the future. Get free, objective, no-strings-attached one-on-one counseling from CERTIFIED FINANCIAL PLANNER**®** professionals and attend financial workshops throughout the day. All financial workshops will take place in the Koret Auditorium. Select workshops will also be livestreamed on Zoom. **This is a hybrid event. Registration is required for Zoom attendance. In-person attendance does not require registration; seats available first come, first served.** Topics this year include investing, income tax updates, property tax and intergenerational transfers, resources to strengthen your financial skills and an empowering approach to budgeting. Register for individual workshops using the calendar links below. Secure your spot with a CERTIFIED FINANCIAL PLANNER® using the blue "Register" button or [by clicking here!](https://www.eventbrite.com/e/annual-bay-area-financial-planning-day-tickets-1987709133526) Registration for one-on-one counseling closes at midnight on Thursday, October 22. Walk-ins are welcome, but we cannot guarantee that you will receive a slot. **One-on-one counseling is available in person at the Latino/Hispanic Meeting Room, Main Library.** Workshop Schedule: \| **Diving Into Investments** 10:15–11:45 a.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_O07HUlOKS7OqPhXekU_BIQ) Learn about asset allocation, the behavioral habits that make or break returns, stocks vs. bonds, and where alternatives like REITs, commodities, and crypto fit — if at all — in a well-built plan. Whether you're building your first portfolio or fine-tuning a lifetime of investments, hear three Certified Financial Planners have a candid conversation on what actually works. | Panelists: **Jenny Coffey Smith, MSAPF, CFP®, Cynthia Flannigan, CFP®, Deirdre Hegarty, CFP® and Tim Connolly, CFP ® (Moderator)** | | ------------------------------------------------------------------------------------------------------------------------------ | | **Property Tax Basics and Intergenerational Transfers** | 11:55 a.m.–12:35 p.m. In person only Explore property tax topics, changes in State law, and how the Office of the Assessor-Recorder serves you, whether you're a homeowner or not. Presenter: **San Francisco Assessor-Recorder Joaquín Torres** \| \| **Tax Update** 12:45–2:15 p.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_bVtbx5RQS4Wr6U6fUrG4gw) Tax laws keep changing and being refined. Learn about the latest trends and topics in taxes. Presenter: **Larry Pon, CPA/PFS, CFP®, EA, USTCP, AEP** \| \| **Economic Justice Programming from the SF Treasurer’s Office** 2:25–3:05 p.m. In person only The Economic Justice Center is an initiative of the SF Treasurer’s Office dedicated to advancing economic justice and financial inclusion for all San Franciscans. Learn about the Office’s free programming, including Kindergarten to College, SF Financial Counseling, StopScamsSF, and the Fine and Fee Discounts. Presenter: **Mandy Ngu, Community Engagement Specialist** \| \| **The Misunderstood B-word: Budgeting** 3:15–4:45 p.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_5xThGXpLQpaI6x9GaENRAA) Budgeting has a reputation problem. People hear that b-word and think "no more fun!" But we’re going to flip that script and make “cents” of it all. Learn the foundations for building a budget, tips on organizing your money, and see how this often misunderstood b-word can actually empower you to fund what truly matters (including those fun things!). Presenter: **Serene Lau** \|

San Francisco Tech Connect: Startups, Investors, Professionals Networking
Wed, Oct 21, 2:00 AM**✨ To join this event, please make sure to book your ticket here 👉[https://www.eventbrite.com/e/sf-tech-startups-investors-experts-networking-pitch-event-tickets-2000577575382](https://www.eventbrite.com/e/sf-tech-startups-investors-experts-networking-pitch-event-tickets-2000577575382)** **Spaces are limited, and only registered guests with a ticket will be able to attend. Don’t miss out!** Join us in the heart of San Francisco for an evening of **tech innovation, networking, and new opportunities**. This event brings together **startup founders, entrepreneurs, investors, and professionals** from across the tech ecosystem to connect, collaborate, and exchange ideas. Whether you’re looking to **meet potential co-founders, pitch your startup, explore partnerships, or simply expand your professional circle**, San Francisco Tech Connect is the place to be. **Event highlights:** * **Co-Founder Matching** – Meet others with the skills, mindset, and ambition to help shape your venture * **Strategic Partnerships** – Connect with marketers, product leads, tech experts, ops minds, and more * **1-Minute Elevator Pitch** – Every attendee gets a moment to share who they are and what they're looking for * **Peer Networking** – Engage with fellow founders and builders navigating similar challenges * **Idea Sharing & Collaboration** – Discover opportunities to team up, support each other, or simply swap insights **Who should attend?** IT and Technology Professionals Networking Event welcomes all IT and Technology professionals who are passionate about advancing their careers, expanding their networks, and staying at the forefront of the ever-evolving digital landscape. This event is ideal for: * **Startup Founders**: Looking to pitch ideas, find partners, or secure funding. * **Investors & VCs**: Seeking new, disruptive technologies and promising startups to invest in. * **Innovators & Tech Enthusiasts**: Exploring emerging trends and sharing breakthrough ideas. * **Software Developers & Engineers**: Building innovative solutions or seeking collaboration in new projects. * **Cybersecurity Specialists**: Interested in protecting tech innovations and networking with startups. * **Data Scientists & Analysts**: Exploring data-driven technologies and connecting with tech leaders. * **IT Managers & Team Leads**: Looking to scale their teams, streamline operations, or discover new tools. * **Cloud Computing Experts**: Engaging with startups utilizing cloud infrastructure for growth. * **AI & Machine Learning Professionals**: Exploring the latest AI trends and networking with innovators. * **Industry Professionals**: From tech, finance, or legal sectors offering expertise in scaling businesses. * **Business Developers**: Focused on partnerships, collaborations, or market expansion. * **Mentors & Advisors**: Offering guidance on business strategy, scaling, or product development. **Why attend:** **1-Minute Elevator Pitches:** Every attendee will have the chance to do a **short, 1-minute pitch** to the room — introduce yourself, share what you’re building or working on, and let others know what kind of co-founder, partner, or expertise you’re looking for. **Networking**: Experience an evening of dynamic networking in a relaxed and welcoming atmosphere. Meet IT professionals from diverse backgrounds, including software development, cybersecurity, data science, cloud computing, artificial intelligence, and more. **Career Advancement Opportunities**: Explore potential career opportunities by interacting with representatives from leading tech companies and startups. Discover the latest job openings and internships in the IT and Technology sectors. The event will be held in a sophisticated and vibrant venue, adorned with modern decor and equipped with state-of-the-art facilities to ensure your comfort and convenience throughout the day. Register now for Tech Startups, Investors, Innovators & Professionals Networking Event: Empowering Connections in the Digital Age, and take the first step towards fostering meaningful connections that will propel your career to new heights.

East Bay Women's Book Club October Meetup: True Biz
Thu, Oct 22, 2:00 AMHello, fellow female readers -- The book for the October Meetup is True Biz by Sara Novic. For those of you who are new, I will send out the address to my house by Monday, October 19. Looking forward to gathering together and discussing the book. Bonnie

San Francisco Real Estate Networking Event
Thu, Oct 15, 1:30 AMFor tickets and information: [https://www.eventbrite.com/e/1968265534197](https://www.eventbrite.com/e/1968265534197) **IMPORTANT NOTE: CLICKING THE RSVP AND PAY ORGANIZER BUTTON ON MEETUP DOES NOT GET YOU A TICKET/ SPOT. YOU HAVE TO CLICK THE LINK TO THE EVENTBRITE PAGE AND PURCHASE A TICKET THERE. PRICE GOES UP AS EVENT TIME APPROACHES AND MAY SELL OUT SO GET YOUR TICKET ON EVENTBRITE ASAP.** **\*This is a multigroup event so event responses are only a portion of the total number of attendees** SAN FRANCISCO REAL ESTATE INDUSTRY NETWORKING EVENT. You Have To Get Tickets Here Online In Advance. Tickets Not Available At Venue Door Come mix & mingle with like minded people at this one of a kind event for those in the real estate industry or generally interested in real estate. Whether you've been in the industry for a long time as a professional , just starting out in the industry or just have an interest in real estate... this event is the perfect opportunity to connect with like-minded individuals and expand your network. Whether you're looking to expand your clientele, find new investment opportunities, or simply connect with others who share your love for real estate, you'll definitely want to be at this event. *This Event Is For...* *Real Estate Agents \* Investors \* Brokers \* Flippers \* Wholesalers \* Contractors \* Lenders \* Architects \* Developers \* Anyone Interested In Real Estate!* This event is a great place to network with potential business partners, investors, industry professionals and new clients.... Or just come on out and make some new friends! We've witnessed countless business connections and friendships form at our past events. Come and enjoy a fun and easy way to connect with others in your industry in a relaxed, low pressure environment. There are no speakers or sales pitches. It's just a place to come mingle with like minded people. **ICEBREAKERS TO WIN PRIZES!!!** At the beginning of the event our host will hand you a sheet of paper with icebreaker questions that you can use to get to know the rest of the people at the event. The icebreakers are optional but most people love them because they really help you get to meet people. *An email we received about one of our recent events: "Thank you so much for throwing such a great event. The crowd was really great and everyone was super friendly. As a busy professional I don't get that much time to get out and meet people so it was nice to be in such a relaxed environment. Event well done!" - Danielle* \*\* The venue is asking for a 1 drink minimum from all attendees. If you don't drink alcohol you can order juice/soda or an item off the appetizer or food menu \*\* *QUICK NOTE: WE WILL HAVE ABOUT 3 OTHER INDUSTRIES AT THIS EVENT (ie. Finance, Tech) BUT W E WILL HAVE A LOT OF PEOPLE FROM THE REAL ESTATE INDUSTRY IN ATTENDANCE AND WE WILL INDICATE YOUR INDUSTRY ON YOUR NAME BADGE SO YOU'LL EASILY BE ABLE TO IDENTIFY THOSE IN YOUR INDUSTRY.* **FAQ:** HOW MANY WILL BE ATTENDING? It ranges from event to event, but we usually expect over 50 people to attend. CAN I ARRIVE LATE? Absolutely. Arrive any time you'd like. CAN I COME ALONE? Yes, about 75% come on their own. WHAT IS THE DRESS CODE? While we don't have a dress code we ask that you please look neat/presentable. What you wear to work or what you'd where for after work happy hour drinks is fine. CAN I PAY AT THE EVENT DOOR? We do not accept payment at the event door. We also change the venue at each event and don't give out the location to those who don't sign up. You must pre-pay online. HOW LONG DOES THE EVENT GO? The event is 2.5 hours long. You can arrive any time you'd like. ARE THERE DRINKS? Yes, there's a full menu of great drinks you can order at the bar. IS THERE FOOD AVAILABLE? Yes you can order food. The venue has a food menu and great appetizers available to order. WHAT IS THE AGE RANGE? Anyone of any age who wants to network is welcome WHO ATTENDS THE EVENT? Professionals of all sorts and ages IS THERE A REFUND POLICY? If you need to cancel, please email us and we can transfer you to a future event. However we do not offer transfers if you cancel on the day of the event or don't show up. For tickets and information: [https://www.eventbrite.com/e/1968265534197](https://www.eventbrite.com/e/1968265534197)
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