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Baltimore’s Leading Community for Financial Professionals

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29th Annual GIPS® Standards Conference Digital Package

Missed us in Phoenix? Purchase the digital content package by 19 December and enjoy on-demand access to sessions, presentations, and critical discussions on investment performance, best practices, SEC regulations, and ethics. Available to view from 1 December until 31 January 2026.

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Stay up to date with the latest news, event announcements, and CFA Baltimore activities. Join our email list below.

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2026 Annual Dinner

We are thrilled to announce our special guest for the 2026 Annual Forecast Dinner — Mr. Eddie C. Brown, CFA! Mark your calendars for January 29th and save the date! Registration and sponsorship opportunities are now open. 

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New Charterholder Dinner

Did you earn your CFA Charter in 2025? We are thrilled to invite you to an evening honoring your dedication, perseverance, and the support of your family, friends, and colleagues. Join us as we celebrate the newest class of CFA Charterholders on January 14!

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Emerging Leaders Kickoff

Join us on Wednesday, Nov 12, for our Emerging Leaders Group kickoff event, a networking happy hour at Barcocina in Fells Point. Learn who is eligible and register at the link below.

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Upcoming Events


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DeFi: Introduction to Blockchain and Cryptocurrency

This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.

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