Past Events

CFA Society Bermuda - PAST EVENTS 

January 2026

  • January 29, 2026 – Annual Forecast Dinner
    Venue: Hamilton Princess Ballroom
    Speakers: Bassam Nawfal, CFA – Chief Asset Allocation Strategist, Alpine Macro & Noah Ramos – Innovation Themes Strategist, Alpine Macro

February 2026

  • February 3, 2026 – Career Day Volunteer Outreach
    Venue: Mount Saint Agnes Academy
    CFA Society Bermuda volunteers shared an overview of the CFA Program and encouraged students to view investing and long-term planning as valuable life skills.
  • February 19, 2026 – After Exam Cooldown
    Venue: Front Yard
    Time: 4:30 PM – 5:30 PM
    CFA Society Bermuda invited candidates to celebrate their hard work and dedication following the CFA exams.
  • February 24, 2026 – Navigating and Capitalizing on the Expanding Securitized Investment Universe
    Venue: Trudeau Ballroom, Hamilton Princess
    Speaker: Dennis Deane – Client Portfolio Manager, Fixed Income Strategies, Janus Henderson

March 2026

  • March 18, 2026 – Quiz Night in Collaboration with Arch Capital Group
    Venue: Outback Sports Bar

April 2026

  • April 16, 2026 – Real Estate Debt Strategies Lunch
    Venue: Little Venice
    Speaker: Mike Wiebolt – Global Chief Investment Officer, Blackstone

May 2026

  • May 3, 2026 – Beach Cleanup
    Venue: Spanish Point Park
    In collaboration with the Actuaries of Bermuda (AOB) and Bermuda Is Love
  • May 13, 2026 – Communicating with Impact in the Modern Workplace
    Venue: Point House, Clarien Bank
    Speaker: Lorene Phillips ACII, PCC, VMP

January 2025

  • January 21, 2025 – Forecast Dinner
    Venue: Hamilton Princess
    Speaker: Lee Ferridge, Head of Multi-Asset Strategy at State Street Global

February 2025

  • February 2025 – Quiz Night
    Venue: Flanagan’s
    Speaker: N/A (social event)

March 2025

  • March 4, 2025 – Speaker Series Benefit Street (CLO)
    Venue: Royal Bermuda Yacht Club    Speaker: Brandon Chao, Structured Credit Portfolio Manager

April 2025

  • April 22, 2025 – Pickleball Event
    Venue: Pomander Gate
    Speaker: N/A (social event)
  • April 30, 2025 – Fixed Income Risk Management
    Venue: Hamilton Princess    Speaker: Allysen Mattison, Director of Investment Risk, Vice Chair of the Investment Committee

May 2025

  • May 5, 2025 – Chamber of Commerce Budget Breakfast
    Venue: Hamilton Princess
  • May 27, 2025 – CFA Institute Webinar: Pension in the Age of AI

June 2025

  • June 17, 2025 – Networking Event – Drinks Social
    Venue: Frontyard    Speaker: N/A (social event)

September 2025

  • September 15, 2025 – Pension Breakfast Seminar: Can you afford to retire in Bermuda
    Venue: Hamilton Princess

October 2025

  • October 16, 2025 – CFA Society Bermuda - ILS 101
    Venue: Clarien Bank Limited
    Speaker: Lixin Zeng, Managing Partner – Integral ILS
  • October 22, 2025 – CFA Bermuda Global Ethics Day Kickoff with Ethics Webinar
    Venue: Webinar
    Speaker: Joseph Zuiker

November 2025

  • November 4, 2025 – Brookfield Breakfast – Asset-Based Finance (ABF) The Next Phase in Private Credit
    Venue: Hamilton Princess
    Speaker: John Roglieri, Managing Director – Strategic Credit Initiatives
  • November 22, 2025 – Charter Awards Dinner 
    Venue: Fourways Restaurant