Upcoming Events

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Book Club

Join Marco Schirosi, CFA and a group of like-minded individuals by taking part in our virtual book club. Build financial knowledge, sharpen critical thinking and connect with peers in the industry. The book club provides a platform to have fun discussing ideas that shape our profession.

Kaplan's CFA Level 1 Exam Preparation for May 2026 Exam

Ready to take the next step in your investment career? 🌟   Join the CFA® Level I Exam Preparation Live Online Class, opening this January 2026 — a comprehensive program designed to help you master the CFA curriculum with expert CFA Charterholder instructors and official Kaplan Schweser study materials.   🎓 Special Offer: Get an extra Rp 500,000 discount for college students or CFA candidates! 📘 Study smart. Prepare with the best.

In-Person/Virtual Luncheon: "Beyond Traditional Fixed Income"

Nancy Mueller Handal, CFA, Chief Investment Officer at Bayview Insurance Asset Management, will explore the mechanics and investment potential of Asset Based Finance (ABF), particularly Residential Whole Loans (RWLs). She will cover how ABF structures generate returns, how to evaluate underwriting and servicing quality, and how these assets can enhance diversified portfolios. She will be joined by a representative from Federal Home Loan Bank of Des Moines to discuss the role of RWLs in FHLB pledging, including eligibility considerations and liquidity benefits. This luncheon is open to members and non-members. Full-time students can attend for free -- just select the "full-time student" ticket and use your school email address when registering. The in-person luncheon will be held at The Renaissance Savery Hotel in downtown Des Moines. Doors open and a buffet lunch is served at 11:30 AM, and the presentation begins at 12:00 PM. There are several easy parking options for this location. The 4th & Grand Parking Garage is just to the east of the hotel (a two- to three-minute walk) and costs $1 per hour. Street parking is also available in front of and around the hotel. For the in-person luncheon, please register by Friday, Jan. 2. A virtual option is also available. For those attending virtually, the Zoom presentation will begin at 12:00 PM.

Luncheon at Brennan's

Topic 2026 - Ten Predictions Presentation Summary In his annual market update presentation, Crossmark CEO/CIO/PM Bob Doll, CFA walks through what’s happening in the economy and markets right now, shares how his annual 10 predictions are tracking, and highlights the themes he’s watching most closely in 2026. Speaker Bob Doll, CFA CEO Crossmark Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO) and assumed the additional role of Chief Executive Officer (CEO) in January 2024. Bob provides strategy for the firm, oversees the management team, guides the investment teams at Crossmark, and serves as portfolio manager for multiple Crossmark large cap strategies. He uses his more than 40 years of industry experience and expertise to provide weekly and quarterly investment commentaries as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets, including Bloomberg TV, Fox Business News, CNBC, and Faith & Finance Live Radio. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen (2012-21) and Blackrock (2006-12), President and Chief Investment Officer at Merrill Lynch Investment Managers (1999-2006), and Chief Investment Officer at Oppenheimer Funds Inc. (1987-99). Bob graduated from Lehigh University with a B.S. in Accounting and a B.A. in Economics. He  later went on to earn an MBA from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst® (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses. Bob dedicates his free time as choir director at his local church and also serves on a number of boards, including the Alliance of Confessing Evangelicals, Cairn University, Christianity. Today, Gordon Conwell Theological Seminary, Kingdom Advisors, The Lausanne Movement, Movement.org, New Canaan Society, and Word of Life Fellowship. Bob and his wife, Leslie, currently reside in Princeton, New Jersey, and have three children and three grandchildren. This presentation is valid for 1.0 PL credits. Valet parking is covered by CFA Houston. Please click on MORE INFORMATION to register.

Career Webinar Series: The Art & Science of Networking: Stand Out & Get Results in the AI Era

In conjunction with CFA Society Atlanta Having a network of relationships is crucial in today’s challenging environment, where being good at your job is simply not good enough. And, building and leveraging a network of mutually beneficial career relationships is easier than you may think. In this webinar, Robert Hellmann of  Hellman Consulting  will take you through networking strategies and techniques, including leveraging AI tools to improve your messaging

CFA Society Pittsburgh 2026 Market Forecast Dinner

You’re invited to one of CFA Society Pittsburgh’s signature evenings of insight, celebration, and connection. Join us for the 2026 Market Forecast Dinner, an annual gathering that brings together the region’s investment community for thoughtful perspective on the year ahead and a chance to honor our newest Charterholders. We’ll kick off with a cocktail hour, followed by a seated dinner and a dynamic market forecast conversation led by an exceptional panel: Elizabeth Burton, Senior Client Investment Strategist, Goldman Sachs Karen Manna, Investment Director, Fixed Income Portfolios, Federated Hermes Brad Pineault, CFA, Head of Capital Market Strategists, Fidelity Moderator: Matt Abatecola, CFA, iShares Market Leader, BlackRock Come for the insights, stay for the celebration, and stick around for networking drinks after the discussion wraps. AGENDA 5:00 - 6:00 PM   Cocktail Hour 6:00 - 6:15 PM New Charterholder Recognition 6:15 - 8:00 PM Dinner and Market Forecast Discussion, followed by networking drinks DATE & TIME Wednesday, January 7, 2026 5:00 - 8:00 PM LOCATION Rivers Club Downtown Pittsburgh

Join us for The Future of Financial Job Search: A Recruiter’s Perspective - Virtual Event

Join us for an interactive discussion with  Kristen Schriver , Founder of Investment Management Recruiting (IMR), to explore how recruiting in the wealth and investment management sectors is evolving. Discover insider insights on current hiring trends, candidate behavior, and the soft skills that will future-proof your career. Key Topics Emerging hiring trends in wealth & investment management Common interview pitfalls from both candidate and client perspectives Soft skills shaping the future of finance careers Crafting resumes that drive effective interviews When to use targeted cover letters Salary discussions and negotiation tactics The value of credentials: what truly matters Making successful career transitions across experience levels - entry, mid-career, and veteran professionals Why Attend This session will offer strategic, actionable guidance, whether you’re entering the industry, advancing your career, or transitioning into senior roles. Learn how to position yourself effectively in today’s competitive market to maximize your professional growth. To view the Speaker's bio -  click here! Virtual Event  Thursday, January 8th 3:30 - 4:30 pm PT  Register Now!

The Future of Financial Job Search: A Recruiter’s Perspective - Virtual Event

In conjunction with CFA Society Colorado and CFA Society San Diego. Join us for an interactive discussion with  Kristen Schriver , Founder of Investment Management Recruiting (IMR), to explore how recruiting in the wealth and investment management sectors is evolving. Discover insider insights on current hiring trends, candidate behavior, and the soft skills that will future-proof your career.

Winter Social: OKC

You’re invited to kick off the new year with the CFA Society of Oklahoma Winter Social. Join fellow members and guests for a relaxed happy hour—no program, no presentations, just good conversation and connection. Date: Thursday, January 8 Time: 4:00–6:00 PM  Locations: Oklahoma City: The Hutch 6437 Avondale Dr, Nichols Hills, OK 73116 Enjoy drinks, light bites, and the chance to reconnect with colleagues as we start the year together. Business casual attire. RSVP Today We look forward to seeing you there!

Winter Social: Tulsa

You’re invited to kick off the new year with the CFA Society of Oklahoma Winter Social. Join fellow members and guests for a relaxed happy hour—no program, no presentations, just good conversation and connection. Date: Thursday, January 8 Time: 4:00–6:00 PM  Locations: Tulsa: The Tavern 201 N Main St, Tulsa, OK 74103 Enjoy drinks, light bites, and the chance to reconnect with colleagues as we start the year together. Business casual attire. RSVP Today We look forward to seeing you there!

Holiday Parties! Southlake

🎉 You're Invited to Our Holiday Party in Southlake on January 8, 2026 🎉   Let’s celebrate the season, new beginnings, and the year ahead! Join us this January as we gather for a fresh, relaxed start to the new year. Our New Year Celebration brings members and guests together for an evening of connection, laughter, and a shared toast to the opportunities ahead. Enjoy a warm, inviting atmosphere as we kick off a new year filled with promise and possibility.   What to Expect: ✨ A festive atmosphere with winter-inspired décor and a welcoming ambiance 🍽️ Delicious food and drink s 🥂 A New Year toast to fresh opportunities and a bright year ahea d 🤝 Networking and connection with fellow members and their guest s We can’t wait to raise a glass with you and welcome the new year together!  Click Here To Register  Members: You can bring one guest at member price to either celebration! You can also use one of your two $40 event ticket discounts* for this event. The discount will only apply to the member ticket. This event is open to members and non-members.     P.S. We are having a celebration in Addison on January 14th which you are welcome to attend as well. Click here to learn more .

レベルII 対象 CFA試験対策ウェビナーシリーズ(全16回)「第3回：経済（外国為替、経済成長論）」

CFA 試験レベル II の受験者の皆様に CFA 試験対策ウェビナーシリーズを下記の通りご案内いたします。 日本 CFA 協会では、以前から CFA 試験対策ウェビナーを開催しておりますが、今回の全 16 回シリーズは、より網羅的に幅広い分野を深堀していきます。皆様の、受験対策にお役に立てるものと考えます。 開催期間： 2025/1219-2026/4/17 　 19:00-20:30 全 16 回 言語：日本語 形式：オンライン（ Zoom ） 講師：大野　忠士氏 (CFA 協会認定証券アナリスト ) 　　　筑波大学ビジネスサイエンス系名誉教授 講師ご紹介：三井住友銀行で米州審査部長、国際企業投資部長等主として国際金融分野で活躍。 2008 年 8 月 ~2020 年 3 月、筑波大学ビジネスサイエンス系教授。 2001 年より継続して CFA 試験対策を行っており合格者を多数輩出している。博士（学術）（総合研究大学院大学）。 CFA 協会認定証券アナリスト。 参加費：一般及び CFA 受験者　　　　　　　 3,000 円 　　　　　日本 CFA 協会アソシエイト会員　　　無料 　　　　　コーポレートスポンサー　　　　　　 無料 各回、 CFA 試験のなかで重要な位置を占める項目をフォーカスして学習します。 受講者の方は CFA 試験持ち込み指定の電卓をご用意ください。 1 時間半ほどのセッションですので、是非参加して合格率の Up を狙ってください。       第 3 回　 2026 年 1 月 9 日（金）             　 19:00-20:30 経済（外国為替、経済成長理論） 　　　　 ご登録： https://cvent.me/NOW478   第 4 回　 2026 年 1 月 16 日（金）           　 19:00-20:30 会計 1 （金融商品、株式報酬、年金基礎） 　　　　 ご登録： https://cvent.me/vlg343   第 5 回　 2026 年 1 月 23 日（金）           　 19:00-20:30 会計 2 （外貨換算会計、 CAMELS ） 　　　　 ご登録： https://cvent.me/OO1PlR   第 6 回　 2026 年 1 月 30 日（金）           　 19:00-20:30 会計 3 （財務諸表の質、収益力の質） 　　　　ご登録： https://cvent.me/z2x95M   第 7 回　 2026 年 2 月 6 日（金）           　 19:00-20:30 コーポレート・イシュアー 1 （配当政策、自己株買戻し、 ESG ） 　　　　ご登録： https://cvent.me/Za4rnL   第 8 回　 2026 年 2 月 13 日（金）         　 19:00-20:30 コーポレート・イシュアー 2 （資本コスト、リストラクチャー） 　　　　ご登録： https://cvent.me/BOBZlD   第 9 回　　 2026 年 2 月 20 日（金）　      19:00-20:30 株式 1 （ DDM 、 FCFF 、 FCFE ） 　　　　ご登録： https://cvent.me/MOr0mo   第 10 回　 2026 年 2 月 27 日（金）　　    19:00-20:30 株式 2 （ Multiple 、残余利益モデル） ご登録： https://cvent.me/bW7PWM   第 11 回　 2026 年 3 月 6 日（金）         　 19:00-20:30 株式 3 （非上場会社） ご登録： https://cvent.me/mW13xD   第 12 回　 2026 年 3 月 13 日（金）       　 19:00-20:30 債券 1 （金利の期間構造、スポットレート、フォワードレート、二項ツリー ) ご登録： https://cvent.me/QOBReQ   第 13 回　 2026 年 3 月 27 日（金）       　 19:00-20:30 債券 2 （オプション付債券、信用リスク、 CDS ） ご登録： https://cvent.me/xELqLn   第 14 回　 2026 年 4 月 3 日（金）         　 19:00-20:30 デリバティブ（フォワード、フューチャー、リスク中立下のオプション価値、 B-S Model ） ご登録： https://cvent.me/NOmVkx   第 15 回　 2026 年 4 月 10 日（金）         19:00-20:30    オルタナティブ（コモディティ、不動産、 REIT 、ヘッジファンド） 　　　　ご登録： https://cvent.me/gbYZ9V   第 16 回　 2026 年 4 月 17 日（金）       　 19:00-20:30 ポートフォリオ・マネジメント（アクティブ、情報比、 ETF 、マルチファクター） ご登録： https://cvent.me/3xnE93     ※ 本イベントは原則としてアソシエイト会員向けイベントですが、一般の CFA 受験者の方も各回 3,000 円で受講いただけます。 ＊アソシエイト会員は無料で参加できます。アソシエイト会員の詳細につきましては以下のリンクから御覧ください。 アソシエイト会員のご案内 ご質問等がございましたら、 [email protected]   までお気軽にお問い合わせください。 皆様のご参加をお待ちしております。   一般社団法人日本 CFA 協会

Level III Ethics Workshop

In conjunction with CFA Society Los Angeles. A Candidate Engagement Advisory Council sponsored event. Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Erik Johnsen, CFA, CIPM, CPA as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct and its relationship to the Asset Manager Code within the Level III CFA Curriculum.     This discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level III CFA Curriculum Volume 5, Module 1-4

势在必行｜历史视角下的经济与投资2026

2026年1月10日，由上海高级金融学院MBA项目主办，CFA上海协会、CFA北京协会、学说平台、中信书院、北京基金小镇投教基地共同支持的讲座《势在必行｜历史视角下的经济与投资2026》将在上海交通大学上海高级金融学院举行。讲座中，白雪石，CFA将与来自京沪港三地的知名学者、投资大咖与你一起探讨： 新冠疫情以来的五年，全球发达经济体在先后经历了市场失灵、政策失灵和政府失灵之后，以AI主导的产业政策将如何把美国的"三大失灵"引向终局？ 中国"十五五"的创新驱动增长，为何是一条与美国以"押注式"投资催生"碾压式"技术完全不同的道路？中国曾以超大规模的市场在"干中学"中在一次次技术进步中实现追赶甚至超越，这一次还能再次成功吗？ 从超长期的历史经验与智慧，我们的投资能学到什么？中国和美国的《绿野仙踪》，虽然都以相似的想象去表达相同的理想社会理念，但虚拟世界的趋同却映射于物理世界的分叉，决定二者历史道路选择的根本因素是什么，我们如何以历史教训去识别真正的大势，并转化为明智的资产配置行动？

Markets in 2026

Discover Transcendental Meditation: A Simple Path to Greater Calm, Health, and Clarity

We invite you to join us as we welcome Bruce Saunders for an engaging introduction to Transcendental Meditation . You will learn: * What Transcendental Meditation (TM) is and is not * How it's different from other meditations * How TM improves health, happiness, and inner calm * Why it's so easy to practice * Why it works for everyone right from the start * What scientific studies say about TM's effectiveness Date: Tuesday, January 13th Agenda: 11:45 Registration / 12:00 Lunch & Presentation Venue: CalPERS 400 Q Street - Room 1770A Sacramento, CA 95811   Cost:  CFASS Members: Free | Guest: $30   REGISTER NOW!   Speaker Bio - Bruce Saunders began practicing TM in 1969 and was trained as a teacher of TM by the founder, Maharishi Mahesh Yogi, in 1972. He is an experienced teacher, having taught over 1,300 people individually and in groups, mostly in the Sacramento area. He offers introductory talks, personalized instruction, and ongoing support to help people of all ages and backgrounds reduce stress, improve mental clarity, and establish a consistent, life-enhancing meditation practice. Bruce is a Certified Teacher Transcendental Meditation.

Global Business Luncheon | Andrew Ross Sorkin | Notes from the DealBook

Global Business Luncheon | Andrew Ross Sorkin | Notes from the DealBook: Key Issues in Business, Policy, and Markets This is a World Affairs Council event & is a member benefit for CFA Society Jacksonville members. Andrew Ross Sorkin is an award-winning journalist for The New York Times and a co-anchor of Squawk Box, CNBC’s signature morning program. He is also the founder and editor-at-large of DealBook, an online daily financial report published by The Times that he started in 2001. Sorkin is the author of Too Big to Fail: How Wall Street and Washington Fought to Save the Financial System — and Themselves, which chronicled the events of the 2008 financial crisis. The book won the 2010 Gerald Loeb Award for Best Business Book, and was shortlisted for the 2010 Samuel Johnson Prize and the 2010 Financial Times Business Book of the Year Award. The book spent more than six months on the New York Times Best Seller list in hardcover and paperback. The book was adapted as a movie for HBO Films in 2011. Sorkin was a co-producer of the film, which was nominated for 11 Emmy Awards. His next book, 1929:The Inside Story of the Greatest Crash in Wall Street History, will be published in October 2025. Sorkin is also co-creator of the drama series Billions on Showtime starring Paul Giamatti and Damien Lewis. He has several new film and television projects in development. Sorkin is one the preeminent interviewers in the nation, known for his incisive, nuanced long-form conversations with the biggest newsmakers in the world, from Elon Musk to Lebron James to Kim Kardashian and Hillary Clinton. In 2022, he won the Emmy award for "Outstanding Live Interview" for his DealBook Summit 2021 conversation with Adam Neumann, the WeWork co-founder’s first public interview after the company’s collapse. In the fall of 2022, Sorkin debuted Special Edition with Andrew Ross Sorkin, a limited streaming interview series for NBC broadcast on NBC News Now and available on demand on Peacock, YouTube, NBCNews.com, as well as platforms like Pluto TV, Samsung TV Plus, The Roku Channel and NBC News’ apps on Roku, Fire TV and Apple TV. Over the years, Sorkin has broken news of many major mergers and acquisitions in the pages of The Times and has been at the forefront of Wall Street news. He reported extensively on the financial crisis of 2008, its aftermath on Wall Street and the government bailout of major investment banks, with coverage including the collapse of Bear Stearns and Lehman Brothers, and the A.I.G. bailout. He has broken news of deals including Chase’s acquisition of J.P. Morgan and Hewlett-Packard’s acquisition of Compaq. He also led The Times’s coverage of Vodafone’s $183 billion hostile bid for Mannesmann, resulting in the world’s largest takeover ever. As a leading voice about Wall Street and corporate America, Sorkin is a frequent guest on national television and radio programs, as well as a lecturer at universities across the country. He has appeared on NBC’s The Today Show, PBS’s NewsHour, HBO's Real Time with Bill Maher, NPR’s Talk of the Nation, and many others. He won a Gerald Loeb Award in 2004 for breaking the news of I.B.M.’s historic sale of its PC business to Lenovo. He was also a finalist in the commentary category for his DealBook column, and won a Society of American Business Editors and Writers Award for breaking news in 2005 and again in 2006. In 2007, the World Economic Forum named him a Young Global Leader. He is co-chair of The New York Public Library’s Business Leadership Council and a member of the Council on Foreign Relations. Sorkin began writing for The New York Times in 1995 under unusual circumstances: he hadn’t yet graduated from high school. He is a graduate of Cornell University. DATE & TIME Tuesday, January 13, 2026 at 12:00 PM LOCATION The River Club 1 Independent Dr #3500 Jacksonville, FL 32202 PRICE Members Only: $40.00

History’s Lens on the Past American Capex Manias

We're excited to invite you to an informative session History’s Lens on the Past American Capex Manias. Join us on Tuesday January 13th at 12:30pm at Union Club of British Columbia. Come learn about Railroad Mania of the 1880s, the Telecom Boom of 2000, Drill Baby Drill of 2014 and today’s AI Capex Hyperscaling. Mr. Smead will look at the economic contribution these events provided, what they have in common and what this may lead investors to in the clear and present danger or possible opportunities.

2026 Market Outlook: Investor Insights & Portfolio Strategy for a Shifting Economy

In conjunction with CFA Society San Francisco. As we step into 2026, the economic landscape continues to evolve, presenting a complex mix of challenges and potential. Join us for an exclusive virtual webinar as our panel of distinguished speakers unpacks the key themes shaping the year ahead.  This session will explore the macroeconomic drivers, sector trends, and emerging risks that institutional investors, financial advisors, and individual investors should be watching. Our expert speakers will share evidence-based insights on the factors moving global markets, discuss potential scenarios for growth and volatility, and outline actionable strategies for portfolio positioning.  Whether you're evaluating strategic allocations or monitoring short-term market signals, this forward-looking discussion will help you approach 2026 with confidence and perspective.

Tap Tuesdays at Viewpoint Brewing Co - Del Mar

Join us for more social networking opportunities. CFA Society San Diego is hostin g happy hour at local pubs or tasting rooms in San Diego. Join us from 5:00-7:00pm to network with colleagues and enjoy some brews and good conversation. No registration or RSVP needed! 

2026 Forecast Dinner Feat. David Rubenstein

CFA Society Naples invites you to attend our Annual Forecast Dinner, the premier financial event in Southwest Florida, on Tuesday, January 13, 2026, at Arthrex One in Naples, Florida. We are honored to welcome David Rubenstein, co-founder and co-chairman of The Carlyle Group, as our keynote speaker. Mr. Rubenstein is one of private equity’s founding pioneers and a respected voice on global markets, leadership, and the economy. This signature event brings together investment professionals, financial advisors, portfolio managers, and business leaders from across the region for an evening of insight, connection, and community. With this year’s extraordinary speaker, we anticipate exceptional attendance and conversation. Whether you’re looking to gain perspective on the year ahead, connect with peers, or be inspired by one of the world’s leading investors, the Annual Forecast Dinner is an evening not to be missed! Reserve Your Seat Sponsorship Opportunities

Macroeconomics Conference 2026

Dear Members, CFA Society France is pleased to invite you to our exceptional start-of-year event: the Macroeconomics Conference. Join us alongside our distinguished experts: Raphaël Gallardo, Carmignac Paul Jackson, Invesco Florian Ielpo, Lombard Odier IM Patrick Artus, Ossiam Together, we will explore the key risks and opportunities shaping today’s global political, geopolitical, and macroeconomic environment. During this conference, we will address a broad range of topics, including: Geopolitical risks, with Emerging tensions between China, Taiwan, and Japan, or ongoing conflicts and imperfect resolution efforts, such as the war between Ukraine and Russia    Political risks, such as those currently unfolding in France and their repercussions across Europe, Japan’s new governance dynamics, and the U.S. midterm elections.   Risks of potential asset bubbles bursting, and central bank actions in a context of potentially rising market volatility.   Asset allocation scenarios, presented by each asset management firm across major asset classes. To make this conference as dynamic and relevant as possible, please feel free to share the topics or questions you would like our panelists to address. This event will be held in French but questions in English will be more than welcome. The event will be followed by a networking cocktail. We look forward to welcoming you to this insightful and engaging session.

2026年 グローバルマクロ経済の展望と投資環境

【日本 CFA 協会セミナー】 　   2026 年 グローバルマクロ経済の展望と投資環境   日時 : 2026 年   1 月 13 日（火） 19:00-20:30 開催方式： 　対面形式 会場 :   東京金融ビレッジ　 Room1-2 （東京都千代田区大手町 1-9-7 大手町フィナンシャルシティ　サウスタワー 5F ） http://www.fine-tokyo.com/access/ ※ （地下鉄で来館される方）東京メトロ大手町駅 A1 出口直結、 （地上から来館される方）サンケイビル側の東京金融ビレッジ入口より入館、東京金融ビレッジ専用サウスエレベーターを利用して 5F にお越し下さい。サウスタワーのオフィス用メインエントランスからは 5F には行けませんのでご注意ください。エレベーターを降りたら左折し、直進して下さい。突きあたり右手にセミナールーム入口がございます。 言語 : 日本語 講師 : 　 佐治 信行氏（株式会社 SBI 証券　チーフストラテジスト兼上席エコノミスト　経済金融調査部 執行役員） 会費 : 　 日本 CFA 協会会員   （正会員、準会員、アソシエイト会員、プロフェッショナル会員） : 無料、 CFA プログラム受験者 : 2,000 円、非会員 : 3,000 円 、コーポレート・スポンサー：無料 トピックス : Economics （ PL クレジット対象） PL クレジット： 1.5   講演内容 米国でトランプ大統領が就任してから 1 年が経過した。この間、関税の引き上げ、移民制限、減税延長法案の可決など、政策面では慌ただしい展開が続いたものの、米中対立の深刻化、ウクライナ戦争の長期化、イスラエル・ガザ地区紛争の未解決といった世界の分断構造には大きな変化がみられていない。こうした地政学的な不透明感が強まる一方で、「 AI ブーム」は巨額投資が相次ぐなど勢いが衰える気配はなく、むしろ拡大が続いている。 分断化と投資過熱が同時進行するなかで、世界経済は今後インフレ方向へ進むのか、それともいずれ過熱の反動を受けて大幅な調整に進み、デフレ経済に逆戻りするのかが問われている。なお、関税が共和党の「トリプルレッド」政権下で引き上げられた 100 年前にも、そこから低インフレ下での景気拡張とその後のバブル崩壊という歴史的経験が存在する。 当時の最先端技術であったラジオ産業を牽引した RCA 社の興隆とその後の変遷を振り返ることで、現在の「 AI ブーム」がどの程度持続し得るのか、考えてみたい。 講師ご略歴 佐治 信行氏（株式会社 SBI 証券　チーフストラテジスト兼上席エコノミスト　経済金融調査部 執行役員）　 専門分野は国内外マクロ経済分析・予測（実物経済、金利・為替）。 日経ヴェリタスエコノミスト部門ではのべ 16 年にわたり第 1 位を獲得。 Institutional Investor 誌では 17 年連続で第 1 位。 1982 年関西学院大学法学部政治学科卒業。同年、日興證券 ( 株 )( 現、 SMBC 日興証券 ) 入社、 ( 株 ) 日興リサーチセンターへ出向し。その後、 1999 年興銀証券 ( 株 )( 現みずほ証券 ) 、 2006 年三菱 UFJ 証券 ( 株 )( 現三菱 UFJ モルガン・スタンレー証券 ) 、 2018 年にニッセイアセットマネジメント ( 株 ) 。 2024 年 9 月よ SBI 証券に入社現在に至る。   登録 セミナーにご参加の際は以下のウェブサイトよりお申し込み下さい。 https://cvent.me/50LN7q   ※ お席に限りがございます。お早目にご登録いただけますと幸いです。 ※ 対面イベントです。   CFA Society Japan    [email protected]      

CFA Program Question Slam

Overview Are you curious about the CFA Program? Wondering how it fits into your career goals, or what career paths it can take you on around the world?   Join Rob Langrick, CFA, CIPM, Chief Product Advocate at CFA Institute, for a live Q&A webinar on the CFA Program. This one-hour session will help you understand who the CFA Program is for, what the learning experience is like, and how earning the CFA charter can empower your future in finance.   And if you have received your exam results and need advice about taking the next step, this is your chance to ask us anything, live!   Date and Time:  January 14, 2026   8:00 AM EST (New York) | 1:00 PM (London) | 6:30 PM (India) | 9:00 PM (Hong Kong)   REGISTER  

Luncheon at Briar Club

Topic: Presentation Summary: Speaker Details: This presentation will give 1.0 of PL credit. Garage and valet parking available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Agentic AI in financial markets

Join us for an illuminating conversation with Alicia Vidler, PhD, a seasoned expert at the intersection of artificial intelligence and financial markets. Vidler maps out the challenges and opportunities for institutional finance embedded in Agentic AI. Programming and coding are table stakes today, but developing sophisticated AI models that can think and make decisions will be akin to learning to play an orchestral instrument in the future, she tells Frank Fabozzi, CFA.   Where model meets market is where real testing will begin. While best practices will include a human in the loop, adaptation from both people and machines will be required, advises Vidler, who is known for translating cutting-edge AI into practical, high-performance solutions for institutional markets.  Key Discussion Points:   Regulatory limits: Why regulations around AI and scaling technology still face challenges in markets that lack central clearing.  Why regulations around AI and scaling technology won’t work in the bond market, which still lacks central clearing.  Future of trading: What trading and financial modeling could look like in the next decade, and why traders will have to explain their decisions around using AI.  Human edge: Why humility, curiosity, and rigor will remain essential skills in the age of AI, as humans in the loop will be critical.  Purpose in practice: How investors can apply AI in financial markets under the theory and practice of “Tikkun Olam”—Hebrew for “repair the world”—by extending services to the retail sector, including private credit for small-to mid-sized enterprises.  This webinar is worth 1 PL credit. If you are a CFA Institute member and attended live or watched the recording on your own time, you may self-report this activity in your  tracker . REGISTER

Monthly Luncheon: Macroeconomic Outlook for 2026

Register NOW! Join us for lunch and an engaging and insightful discussion with Ron Temple, Lazard Chief Market Strategist, as he provides his macroeconomic outlook for the year ahead. Attendees will benefit from Ron’s perspectives across key global economies and markets and will leave with a deeper understanding of the forces driving market volatility, the potential risks and opportunities ahead, and key themes to watch for in 2026. Ron will address key investor questions including: ·       Will the Federal Reserve deliver on dovish market expectations, or will economic data take an unexpected turn that derails rate cuts? ·       Is China finally going to implement fiscal stimulus and structural reforms to sustainably accelerate economic growth? ·       Could Europe be at the beginning of a brighter future where higher defense and infrastructure investment drive a meaningful productivity acceleration? ·       Does Japan have what it takes to drive the next leg of corporate governance reforms that drive returns on capital higher? ·       Where are markets missing the mark in terms of expectations versus the potential reality of 2026? CFA members: free,  Guests: $40 Register NOW!

Tips for a Perfect Pitch

Join CFA Society Boston and MassCPAs for a unique, interactive event designed to help you craft and perfect your professional elevator pitch. Whether you’re job hunting, networking, or building your personal brand, your pitch is your first impression—make it count.   Participants will Learn: How to structure an effective elevator pitch Communicating your experience and value Aligning your pitch with your personal or professional goals 

Virtual Lunch with Kevin T. Carter, EMQQ, Is India The Perfect Emerging Market?

Join Kevin T. Carter, EMQQ , January 14th, 12pm for a Virtual Lunch presentation on Is India The Perfect Emerging Market? January 14th, Virtual Lunch Kevin T. Carter, EMQQ REGISTER HERE You will receive virtual login information after you register Is India The Perfect Emerging Market? While smartphones and ecommerce have become ubiquitous in developed markets,1.4 billion young consumers in India are only just now beginning to get online. This digital transformation is creating a tremendous growth opportunity for investors looking for exposure to long-term, future-focused growth. India’s thriving economy and favorable demographics are creating a digital golden age, presenting an alternative emerging market exposure to China. The country is on track to be the third-largest economy in the world by the decade’s end according to Morgan Stanley. We believe that the time to invest in India is now and that the India Internet & Ecommerce Index(ticker: INQQ) is one easy way for investors to gain exposure to the growth occurring today. ABOUT THE SPEAKER Kevin T. Carter is an internationally recognized expert in emerging and frontier markets with over two decades of work alongside long-time Princeton economist and author of A Random Walk Down Wall Street, Dr. Burton Malkiel. Kevin is the Founder & CIO of EMQQ Global, the creator of three emerging market technology indexes: EMQQ, INQQ & FMQQ, each tracked by ETFs listed on the NYSE. He has been featured on: CNBC

WEBINAR: Find your dream job in the Financial Industry

Please join experienced investor and renowned podcaster Aoifinn Devitt to hear her insights into how to find your dream job in the financial industry.  Speaker Bio:  Aoifinn Devitt is the Senior Advisor and Global Market Strategist  at Moneta, a US-based RIA with over $30 bn in AUM.  She also acts as an independent investment adviser to 4 UK public pension funds and is a member of the Investment Committee of SAUL, the investment committee of MDRC and the investment committee of the endowment of Trinity College Dublin. She was previously CIO at the $2.6 bn Chicago Policemen’s Pension Fund, a public defined benefit plan. She has worked with institutional investors for over 20 years, as a consultant and an advisor, and has developed global experience in the US, Europe and Asia.     In 2020 she created The Fiftyfaces Podcast ( Fifty Faces Hub - Podcasts on Diversity & Entrepreneurship ). She has a particular focus on knowledge sharing among institutional investors, alternative assets, investing for impact and integrating sustainable investing principles into investment portfolios. REGISTER

New Charterholder Recognition Dinner with Ted Bridges, CFA as Keynote Speaker

Please join us on Wednesday, January 14 to recognize our new charterholders and listen to Ted Bridges, CFA, share "Lessons Learned From a CFA Charterholder's 40-Year Career".  The evening will begin at 5:30 with hosted cocktails and networking, followed by dinner at approximately 6:15 PM.   To register, click on "More Information" below. Current college/university students are welcome for a discounted cost of just $20 - use discount code "Student". CFA Nebraska Student Members may attend for free - use discount code "Student Member", or by emailing [email protected].  Please include your meal choice: beef, fish, chicken, vegetarian.   Registration closes at 8 AM on Friday,  January 9, 2026

Holiday Parties! Addison

🎉 You're Invited to Our Holiday Part y in Addison (Fogo De Chao) on January 14, 2026 🎉   Let’s celebrate the season, new beginnings, and the year ahead! Join us this January as we gather for a fresh, relaxed start to the new year. Our New Year Celebration brings members and guests together for an evening of connection, laughter, and a shared toast to the opportunities ahead. Enjoy a warm, inviting atmosphere as we kick off a new year filled with promise and possibility. What to Expect: ✨ A festive atmosphere with winter-inspired décor and a welcoming ambiance 🍽️ Delicious food and drink s 🥂 A New Year toast to fresh opportunities and a bright year ahea d 🤝 Networking and connection with fellow members and their guest s We can’t wait to raise a glass with you and welcome the new year together!  Click Here To Register Now Members: You can bring one guest at member price to either celebration! You can also use one of your two $40 event ticket discounts* for this event. The discount will only apply to the member ticket. This event is open to members and non-members. P.S. We are having a celebration in Southlake on January 8th which you are welcome to attend as well. Click here to learn more.

Comité de Sostenibilidad con Federated Hermes

Webinar del Comité de Sostenibilidad con Federated Hermes  el 14 de enero a las 19:00  Será impartido por James Cook, Breve bio:    James Cook, Investment Director, Emerging Markets James se incorporó en noviembre de 2011 y actualmente es Investment Director. En su rol, supervisa el equipo de especialistas en inversión que da soporte a todos los productos de renta variable y renta fija, y además es director de inversión para estrategias de mercados emergentes. Anteriormente trabajó en Fidelity Worldwide Investments como Product Director para renta variable de mercados emergentes (octubre 2005 - mayo 2011) y en Threadneedle Investments en comunicación de inversiones. James es licenciado en Economía por Royal Holloway, University of London, y posee el Investment Management Certificate.

Webinar: Transform your confidence. Transform your Career

Unlock the power of confidence and take your career to the next level. Join our upcoming webinar with Ronawati Wongso, CFA, as she shares practical insights and empowering strategies to help you build confidence, elevate your personal presence, and accelerate your professional growth. This is your chance to gain valuable guidance from an experienced business consultant and coach—designed to inspire real transformation in your career journey.

Monthly Luncheon - Family Legacy Wealth Solutions

Rethinking Emerging Markets

The Third Wave of global digitization has reached an inflection point. The conditions and technologies born in Silicon Valley have now spread, evolved, and matured worldwide, creating billions of digital natives and numerous unicorns in all corners of the globe. With the India’s swelling middle class of youthful online consumers as the catalyst, the country stands apart and is poised to lead global growth as it enters a golden age of digital transformation. Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global. While he principally considers himself an active “value” investor, he has collaborated with Princeton economist and indexing legend, Dr. Burton G. Malkiel, for more than 20 years. Together Malkiel and Carter founded eInvesting in 1999, a pioneer firm in fractional share brokerage acquired by ETRADE in 2000, and Active Index Advisors, a pioneer in “direct indexing” acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets and they launched several China focused ETFs on the NYSE with Guggenheim Partners. **Submitted for 1 CFP CE Credit**

Overview of the Global Investment Performance Standards (GIPS)

In conjunction with CFA Society Los Angeles. A Candidate Engagement Advisory Council sponsored event.   Come join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion of the Level I CFA Curriculum. This discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level I CFA Curriculum Volume 10, Module 4

Member Happy Hour (+ Bring a Guest!)

Enjoy complimentary appetizers and drinks while mingling with fellow society members!   Feel free to bring a guest! Bring a colleague, friend, new hire in your office, your spouse, or anyone who would like to attend with you! Please select QTY 2 tickets if you're bringing a guest to help us plan accordingly.

Invest in Yourself Networking Series - January

Come join us for another opportunity to network with other financial services professionals both members and non-members! Enjoy drinks and appetizers as you meet-and-greet with new associates. Register today!

22nd Annual Forecast Dinner

On Thursday, January 15, 2026, CFA Society Philadelphia (“CFAP”) will host its 22nd Annual Forecast Dinner from 5:00PM to 8:00PM. We are pleased to announce that the event will return to the Union League of Philadelphia. This prestigious private club is a Philadelphia icon, built in 1862 as a patriotic society to support the policies of Abraham Lincoln. CFAP, a founding Society of the CFA Institute, was established in 1943 as a forum for the exchange of information in the investment community. CFAP has over 2,500 members with a reach that includes eastern Pennsylvania, New Jersey, and Delaware. The Annual Forecast Dinner is CFAP’s marquee event. Each year, over 350 investment professionals come to hear industry leaders discuss the year ahead. We have an exciting panel looking forward to providing their thoughts on the financial markets and the economy for the year ahead. Our panelists for this year are:      Lindsay Rosner, CFA Head Of Multi-sector Investing Goldman Sachs Lindsay Rosner, CFA, is currently the Head of Multi-Sector Investing at Goldman Sachs, a position held since September 2023. Prior to this role, Lindsay served as a Senior Portfolio Manager at PGIM Fixed Income from July 2012 to September 2023, overseeing multi-sector fixed income portfolios, including those focused on ESG initiatives. Lindsay's experience also includes serving as a Portfolio Manager at PGIM Fixed Income, where responsibilities involved trading agency mortgage-backed securities and managing Core Conservative mandates. Earlier in the career, Lindsay worked as a Vice President at Barclays Capital, specializing in convertible bond trading, and as an Analyst at Lehman Brothers in a similar trading capacity. Educational background includes a degree from Princeton University, completed in 2006.      Crit Thomas, CFA, CAIA, CIPM Global Market Strategist Touchstone Investments Crit Thomas is the Global Market Strategist for Touchstone Investments and team leader for the Touchstone Asset Allocation Committee, which provides thought leadership on capital markets and portfolio construction. In his role as Global Market Strategist, Mr. Thomas is responsible for developing investment strategies based on current market conditions in order to meet varying investment goals and objectives. Additionally, Mr. Thomas serves as Touchstone’s spokesperson regarding investment themes and strategies. Mr. Thomas began his career over 30 years ago as an economist for the State Teachers Retirement System of Ohio, later moving on to positions in equity research while serving as Director of Research, Portfolio Management and Director of Equity Growth for various investment firms in the Midwest. Mr. Thomas earned a BS in Business Administration in Finance from The Ohio State University. He is a CFA Chartholder and a member of the CFA Institute, a Chartered Alternative Investment Analyst Charterholder and a member of the CAIA Association and holds the Certificate in Performance Measurement designation.      Henrietta Treyz Co-Founder | Director of Economic Policy Veda Partners Henrietta has been providing investors with economic policy analysis for over 15 years, leading the Veda policy team through trade wars, global pandemic, recession, financial services reform, healthcare reform, and various trade policies of multiple administrations impacting the global marketplace and investment community. Henrietta’s analysis is derived from legislative, regulatory, and political events nationally and at the state level on issues as diverse as tariffs, fiscal stimulus, tax legislation (corporate and individual), the debt ceiling, and other economic and fiscal priorities of Washington, D.C. Henrietta’s longstanding relationships with Administration, Agency, Senate and House members and staff run the ideological gamut and her approach to making directional calls for investors hinges on understanding the motives and voting tendencies of all manner of public officials.  Henrietta led the macroeconomic policy team at a DC-based broker-dealer for eight years after working in the U.S. Senate covering the Senate Finance, Banking, and Budget Committees most critically during the Great Recession. Henrietta has covered mid-term and general elections for investors in each general and midterm election since 2010. She holds a BA in political science and literature from Fordham University. There are several sponsorship opportunities available for companies seeking to gain exposure through the dinner. Click here to see a list of available sponsorships. REGISTER HERE

Economic Outlook 2026 Featuring Keynote by Dr. Ed Yardeni of Yardeni Research/Charter Awards Dinner

Register NOW!  Will the Roaring 2020s continue through the 2030s? Dr. Ed Yardeni will discuss the similarities and differences between the current decade and previous ones. He will explain why he continues to see a productivity-led boom like the 1920s. He will also discuss why economists have been too pessimistic about the US economic outlook and not pessimistic enough about China’s economy. The importance of the AI Digital Revolution will also be covered. Dr. Ed will explain why he remains bullish with his S&P 500 target of 10,000 by 2029. Along the way, he will balance his optimistic outlook with a discussion of widespread concerns about US government deficits and the unsettling geopolitical environment.

Alternatives Investing Professionals – Networking Event

Join fellow professionals from Ottawa’s alternative investment community for an evening of conversation and connection. The CFA Society Ottawa hopes to bring together those who work with alternative asset classes such as private equity, venture capital, private credit, real estate/assets, hedge funds, and others. Whether you manage, advise, or allocate to alternative strategies, this is a chance to connect with peers and help strengthen Ottawa’s alternative investment network. No panels or presentations. Just canapes, drinks, a great venue, and even greater company. Please note: This event is intended for professionals directly involved in managing, advising, or allocating to alternative investments. This social is not intended for product distribution, fundraising, or marketing. This event is not open to students. Cost: $30.00 per person Dress Code: Business Casual Register By: January 15, 2026 8:00PM REGISTER Please note, if you continue onto the registration process you will be directed to log into your CFA Institute account. If you do not have an account yet, you can create one here .

Annual Market Forecast Dinner

CFA Society Jacksonville invites you to our Annual Market Forecast Dinner to hear from our prestigious keynote speaker, Mike Moran, CFA, Managing Director and Co-Head of the GSAM Public Investing Market Insights Team with Goldman Sachs. DATE & TIME Thursday, January 15, 2026 5:30 - 8:30 PM SCHEDULE 5:30 - 6:15 PM: Cocktails 6:15 - 7:00 PM: Dinner 7:00 - 8:00 PM: Speaker Presentation LOCATION The River Club (Ballroom) 1 Independent Drive, #3500 Jacksonville, FL 32202 PRICE Member ticket: $75 Non-member ticket: $150 Table of 10, members price: $700 Table of 10, non-member price: $1,400

What Strategic Trends Are Shaping Wealth Management in France?

We are pleased to invite you to a special event dedicated to the key trends shaping Wealth Management in France, organised in partnership with EY. This event will bring together leading industry voices for an evening of insights and exchange. The programme will unfold in three parts: EY presentation of their latest study on the major trends in wealth management A CEO panel discussion, offering diverse perspectives from market leaders A closing talk by a FinTech collaborating with EY, showcasing how data and artificial intelligence can refresh and enrich traditional research The conversation will cover several timely themes, including: The growing transfer of wealth to women The integration of artificial intelligence into client relationships New products and the role of crypto as a potential safe haven The relocation of wealth in a shifting geopolitical and tax environment Sustainable finance and evolving client expectations A cocktail reception will follow, offering an opportunity to continue the discussion and connect with peers from across the industry. We look forward to welcoming you for what promises to be a dynamic and insightful evening. This event will be held in French but questions in English will be more than welcome.

"Navigating the Shifting Tides: How Active Management Keeps You Ahead in Evolving Bond Markets"

• Bond Markets: A Decade of Transformation Discover the dramatic shifts and innovations that have reshaped the bond landscape over the past ten years. • Active Management: Your Edge in Fixed Income Uncover why hands-on expertise is the secret weapon for navigating today’s complex and fast-moving fixed income markets. • How will the AI build out impact the debt markets Fireside chat featuring:  Mr. Justin Rucker, CFA, is a member of the JPMorgan Global Fixed Income, Currency & Commodities (GFICC) group.  This event will be moderated by Neha Parashar, CFA, Executive Director, and member  of the JPMorgan Global Fixed Income, Currency & Commodities (GFICC) group. 

Forecast Dinner

How Family Offices Approach Private Equity & Venture Capital Fund Investing

Renowned throughout the CFA Societies Global network for his acclaimed Private Equity Workshop, Steve Balaban, CFA, will join us for an evening to discuss current trends in Private Equity within Luxembourg.   During his presentation, Steve will outline practical approaches for evaluating private equity and venture capital funds and offer guidance on creating a comprehensive due diligence checklist. Additionally, he will share expert insights into notable industry developments such as GP-led secondaries, GP stakes investing, and private credit, and examine key distinctions between US and European Family Offices. The presentation will be followed by a networking cocktail

Auto Show Luncheon

Description: Join us for an insightful luncheon panel discussion on the evolving intersection of investments and the automotive industry. This presentation will delve into the latest trends, challenges, and opportunities within the sector, providing a comprehensive outlook on how investors can navigate this dynamic landscape. Registration fee includes a ticket for North American International Auto Show for the first 100 registrants. Agenda: 10:30 AM Registration and Networking 12:00 PM  “Where the Real Auto Opportunities Are: Retail, Technology, and the Future of Mobility ” Luncheon Sponsored By BlackRock 1:30 PM Networking and Happy Hour Happy Hour Sponsored By: Lido Advisors

Annual Forecast Lunch

Anthony Ressler will be our Keynote Speaker, presenting on "Sports as an Asset Class." Join in the conversation to understand the impact of the global sports boom!