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].


  • Thursday
    1
    January

    2026 CFA Exam Study Group

    Jan 1 - Dec 31, (ET)
    Earning a CFA charter is a challenging path that requires extraordinary discipline, dedication, and support from those around you. CFA Society Baltimore is excited to announce the creation of a bi-monthly in-person study group led by a CFASB member and charterholder to support your study journey. The group’s goal is to offer an in-person study group setting where you can attend, as needed, and seek additional answers to questions and/or topics of your choosing.   Please note: This study group is not sponsored by CFASB, nor is it an official CFASB study group, however we are happy to support it.     Study Group Details What:  In-person study group meetings with current and former CFA candidates who work through your questions with you.   Who:  Open to all CFA program candidates (register in advance to submit any questions you may have)   When: The study group will meet four times (bi-monthly for two months) before each exam window from 5:30 - 7:00 pm. Projected dates are:    Where:  In person at Ceremony Coffee Roasters Harbor Point     If you are interested in participating in this study group, please take a moment to complete the following Google Form: https://forms.gle/ vDcnqe9ZHBGdeVMx8 .    If you are unable to access the Google Form, please respond with the following information:   Name Email What level are you studying for?  What is your test date? Dates you plan to attend Specific questions/topics you would like covered   Thank you for your interest.
    Baltimore, MD, United States

  • Friday
    9
    October

    Research Challenge Kickoff Call

    Fri, Oct 9, 01:00 PM - 02:30 PM (ET)
    Stay tuned for additional info

  • Tuesday
    13
    October

    Women's Group Coffee

    Tue, Oct 13, 07:30 AM - 09:00 AM (ET)
    Join us for coffee! The newly formed CFA Society Baltimore Women’s Group is kicking things off with a casual morning coffee at Kneads Coffee Shop on Tuesday, October 13. Stop by, grab a coffee, meet other women in Baltimore’s finance community, and learn more about what we have planned for the Women’s Group this year. No RSVP necessary—just come by and join us! Kneads Coffee Shop, October 13, We hope to see you there!
    Baltimore, MD, United States

  • Thursday
    22
    October

    The Payback Question: The Realities, Risks, and Return on AI Infrastructure Spending

    Thu, Oct 22, 12:00 PM - 01:30 PM (ET)
    As capital expenditure into artificial intelligence reaches historic levels, investors face a critical question: How will massive AI infrastructure spending translate into long-term value creation across asset classes?   Join CFA Society Baltimore for an in-depth panel discussion evaluating the state of AI CapEx from various investment viewpoints. Our expert panel will bridge the gap between macroeconomic policy and practical portfolio positioning across asset classes, examining:   Public vs. Private Markets: Where real value is accruing today versus where late-stage venture and private equity see long-term disruption. The Debt & Financing Reality: How cash, debt, public-sector tools, and circular financing models are funding data centers and the enormous power and grid demands of AI infrastructure. Macroeconomic & Market Implications: What heavy CapEx cycles mean for broader growth, inflation, capital allocation, and portfolio strategy. Opportunities: How portfolio managers are picking winners among public and private market beneficiaries of the AI ecosystem.   Whether you manage public equities, fixed income strategies, or private capital, this discussion will offer cross-asset insights to help navigate the next phase of the AI buildout.   Schedule 12:00 PM: Registration 12:15 PM: Guest Panel and Lunch 1:10 PM: Q&A 1:30 PM: Conclusion Members - $40.00 Non-members - $65.00
    Baltimore, MD, United States

  • Friday
    23
    October

    University Fall Student Event

    Fri, Oct 23, 12:00 PM - 01:00 PM (ET)
    Stay tuned for additional information.

  • Thursday
    29
    October

    Mentor Program Kickoff Luncheon

    Thu, Oct 29, 12:00 PM - 01:00 PM (ET)
    Matches are currently being made. Mentors and Mentees who have been matched will be sent an email shortly with additional details.
    Baltimore, MD, United States