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].


  • Wednesday
    12
    November

    Emerging Leaders Group Happy Hour

    Nov 12, 04:30 PM - 07:00 PM (ET)
    Are you a CFA Charterholder or Candidate, age 35 or younger? CFA Society Baltimore is thrilled to host the inaugural Emerging Leaders Group Happy Hour — a new community designed for the next generation of local finance professionals. This is a fantastic opportunity to connect with peers, expand your professional network, and celebrate the launch of our new Emerging Leaders community.   Who Should Attend: Individuals working full-time in the investment industry (sorry, no students at this time) A current CFA Candidate or CFA Charterholder Age 35 or younger   Join us for drinks, appetizers, and great conversation as we kick off this exciting initiative. Whether you’re looking to network, learn, or simply unwind after work, this is the perfect opportunity to get involved with CFA Society Baltimore. Date: Wednesday, November 12 Time: 4:30 – 7:00 PM Location: Barcocina, 1629 Thames St, Baltimore, MD 21231 Cost: Free RSVP by November 9 to help us plan accordingly — we can’t wait to see you there!
    Baltimore, MD, United States

  • Thursday
    20
    November

    2025 Economic Update with Tom Barkin

    Nov 20, 12:00 PM - 01:45 PM (ET)
    We are thrilled to welcome back Mr. Tom Barkin, President and CEO of the Federal Reserve Bank of Richmond, for a highly anticipated discussion with CFA Society Baltimore.   This is a unique opportunity for our members and the Baltimore financial community to hear directly from a leading voice in the U.S. economy.   Mr. Barkin will: Deliver prepared remarks on the latest economic data Share insights into the direction of monetary policy Provide his perspective on the road ahead This event is always a highlight for CFASB members, so be sure to mark your calendars and join us for what promises to be an engaging and thought-provoking discussion. Schedule 11:30 AM: Check-in Opens  12:00 PM: Welcome, Lunch Served 12:30 PM: Tom Barkin 12:45 PM: Q&A 1:30 PM: Conclusion Members - $40.00 Non-members - $55.00
    Baltimore, MD, United States

  • Wednesday
    3
    December

    Vital Signs Improving: The Investment Case for Health Care

    Dec 3, 12:00 PM - 01:00 PM (ET)
    The Healthcare sector has been under pressure for the majority of 2025 and is slated to underperform the market for the third year in a row.  With most relative valuation metrics close to 30 year lows, a few of the bigger questions facing the sector are whether the decline is secular or cyclical and have specific industries within the sector gone ex-growth?  With the above stated and despite the policy uncertainties created by Washington, the long term growth drivers for the sector remain in place including aging demographics, rising acuity levels and emerging therapeutics that have the potential to move society closer to functional cures for a number of disease states.  Therefore, as analyst and portfolio managers let’s take a step back and examine a number of these potential catalysts and their potential impact on future sales and earnings. Join us on Wednesday, December 3, at noon for this virtual presentation with Chris Delpi, CFA,  Managing Director at 1919 Investment Counsel.    Members: FREE Non-members: $20

  • Thursday
    11
    December

    CFASB Holiday Party

    Dec 11, 05:30 PM - 08:00 PM (ET)
    Save the date for our annual holiday party! 
    Towson, MD, United States

  • Friday
    6
    February

    Research Challenge Finals

    Feb 6, 12:00 PM - 06:00 PM (ET)
    Live presentations and judging; the conclusion of the 2025-26 Research Challenge local level followed by a reception. 
    Baltimore, MD, United States