Upcoming Events

Speaker Opportunities

CFA Society Baltimore offers many unique events throughout the year that are attended by hundreds of investment management professionals. These gatherings are invaluable ways for you and your organization to share your knowledge of, and passion for, excellence in investment management.
The Society welcomes dynamic speakers who can offer solution-oriented expertise on issues facing investment management professionals and leaders. By presenting at one of CFA Society Baltimore's many events throughout the year (as a sole presenter or panelist), you have a special opportunity to connect with your colleagues, share concrete knowledge, and discuss big ideas. CFA Society Baltimore is open to sessions that are creatively structured to take advantage of the power of peer interaction.
Corporate members are encouraged to co-present with others from different firms to offer multiple perspectives on a given topic. While being a CFA Society Baltimore member does not guarantee a speaking slot, preference is given to society members over non-members, and CFA charterholders over non-charterholders, when selecting presenters.
If you would like to become a potential speaker at CFA Society Baltimore events, please contact Robyn Osten at [email protected].


  • Tuesday
    7
    May

    Women's Networking Event at Schola

    May 7, 05:30 PM - 08:30 PM (ET)
    Please join us on Tuesday, May 7th, at 5:30 PM, for a unique women's networking experience at Schola , a fun, interactive cooking experience.  Enjoy a glass of wine, mingle with your professional peers, and network while you participate in a hands-on cooking experience. Also, hear from Laura Gamble, regional president of PNC Bank, as she shares her thoughts on being a woman in the industry. All women finance professionals are welcome to attend, so feel free spread the word to your female colleagues and networks. Space is limited. Sponsor opportunities are available. Reach out to Robyn Osten for additional information.   CFA Society Baltimore Members - $25 Nonmembers - $40
    Baltimore, MD, United States

  • Tuesday
    14
    May

    What's Next For Baltimore? A Fireside Chat with Real Estate Investor David Bramble

    May 14, 12:00 PM - 01:30 PM (ET)
    Please join us Tuesday, May 14th, for a special luncheon event and fireside chat with Baltimore real estate investor David Bramble, co-founder of MCB Real Estate. MCB Real Estate is an institutional investment management firm with a diverse portfolio of operating assets and development projects. It invests in industrial, office, retail, multifamily, mixed-use properties, and select special-use assets. David will provide an overview of MCB, its track record across various geographies and asset classes, and his outlook on Baltimore. He will also provide insights into community engagement and the scope and vision for Baltimore Harborplace's future.    *Please note the later event ending time. 11:45      Registration and Networking 12:00      Luncheon Begins 12:30      Fireside Chat with David Bramble 1:30         Event Concludes   Members - $35 Nonmembers - $50   Sponsorships are available. Please inquire with Robyn Osten. https://cvent.me/E45Elo
    Baltimore, MD, United States

  • Wednesday
    22
    May

    RYSE and Shine: Fixed Income Risk Management in a New World Order

    May 22, 12:00 PM - 01:00 PM (ET)
    Portfolios are continuously exposed to risk resulting from changes in interest rates. Rate hikes that began in 2022 revealed a broad set of investors' unpreparedness for this, and today's uncertainty as to where rates go from here leaves investors exposed to elevated levels of duration risk, re-investment risk, or both. At Vest, they aim to provide institutional-quality rate-hedging tools that have, until recently, been out of reach for many of these investors. These tools have a variety of applications within traditional asset allocation, both strategic and tactical. Please join us on Wednesday, May 22, at noon, when we welcome Vest for this virtual presentation.     Members - FREE Nonmembers - $10

  • Thursday
    6
    June

    Year-End Happy Hour Event

    Jun 6, 05:30 PM - 07:30 PM (ET)
    As the 2023-2024 member year draws to a close, CFA Society Baltimore is grateful for our members' continued support, dedication, and commitment to excellence. Please join us for an evening of camaraderie and networking as we celebrate the end of another successful member year and welcome summer. We will also welcome Dan O'Connor, Director of Institutional Relations, CFA Institute, who will provide short remarks and an update on current CFA Programs. Heavy hors d'oeuvres and cocktails will be served. Parking is available in the adjacent lots. We hope you can join us.     Members - $25 Nonmembers - $40 
    Baltimore, MD, United States