Upcoming Events

  • Wednesday

    Planning and Organizing Your Job Search Campaign

    Jan 10, 02:00 PM - 03:30 PM (ET)
    Learn the key elements of a successful executive job search. We’ll take the guesswork out of your search with a step-by-step approach that optimizes your time. Plus, you’ll learn how to diagnose, treat, and resuscitate an ailing search to land interviews and offers. We’ll cover how to: Create a Job Search Marketing Plan to speed up your search Organize yourself to keep in touch with a contact management system – never miss an opportunity. Brand and position yourself across all marketing channels – resume, LinkedIn profile, emails, your pitch Structure your search across 2-5 “job targets” to ensure you sell yourself optimally Manage and prioritize your time across all four ways of getting interviews: postings, search firms, networking, and cold outreach. In the process, we’ll take into account how most senior executives land their next role – via their network and retained searches. Date:  January 10, 2024 Time: 2:00 – 3:30 PM EST Location:  Virtual, Zoom Speaker:  Rob Hellman

  • Thursday

    Virtual Event - Large Cap Private Lending: Borrower and Investor Advantages

    Jan 18, 12:00 PM - 01:00 PM (ET)
    This discussion focuses on the evolution of private lending into a durable, attractive financing market for larger companies and asset class for investors seeking income-driven premium returns relative to traditional asset classes.  We will address the following common questions investors may ask: What is large cap private lending? What are the supply / demand dynamics? Will banks and the broadly syndicated market return? Are structure and documentation attractive? What are the return drivers and realistic return expectations? What are the key drivers of differentiation among managers going forward?   Members - FREE Nonmembers - $10   To learn more about Oak Hill Advisors, click here.

  • Thursday

    Charter Award Dinner

    Jan 18, 05:30 PM - 08:30 PM (ET)
    CFA Society Baltimore would like to congratulate you on your significant achievement of becoming a CFA Charterholder. Please join us as we recognize you, the newest class of CFA Charterholders, and your significant achievements.   CFA Charterholder Celebration Dinner Thursday, January 18th, 2024, at 5:30 PM The Center Club, 100 Light Street, Floor #16 Baltimore, MD 21202   This special evening is in recognition of those who have diligently worked to earn a CFA Charter and the essential people in your lives who supported you. All Charter recipients are invited to bring up to two guests. This event is complimentary for you and your guests.   5:30  Registration, Hors d'heourves and Cocktails 6:30  Seated Dinner 7:15  Presentation & Awards 7:30  Coffee and Dessert   Parking is complimentary and available in the Center Club garage (directions below). Dress is Business Casual.
    Baltimore, MD, United States

  • Tuesday

    2024 Annual Dinner

    Feb 6, 05:00 PM - 09:00 PM (ET)
    Join us on February 6, 2024, for our Annual Forecast Dinner and 75th Anniversary Celebration.  Every year, the CFA Society Baltimore Annual Dinner gathers over 150 of Baltimore's leading investment professionals for enriching conversation and an invaluable networking evening. This year, we welcome Samantha McLemore, Chief Investment Officer and portfolio manager for Patient Partners LP, as our keynote speaker. Sam's fireside chat will provide her thoughts on the economic outlook for 2024 and allow plenty of time for Q&A. Also, in recognition of this momentous anniversary, we will honor the rich history of CFA Society Baltimore and the leaders who've inspired our society to make it the extraordinary organization it is today. We hope you can join us for this special evening.   Schedule: 5:00 PM:    Registration, Cocktails, &  Networking 6:00 PM:   Welcome & Dinner 6:45 PM:    75th Anniversary Recognition 7:00 PM:    Fireside Chat with Sam McLemore, CFA, and moderator Emmy Wachtmeister, CFA 8:00 PM:    Coffee, Dessert and Networking Complimentary parking is available in the Center Club Parking Garage for this event.
    Baltimore, MD, United States

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].