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