Upcoming Events

Planning and Organizing Your Job Search Campaign

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

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

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.

Charter Award Dinner

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.

2024 Annual Dinner

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.