Upcoming Events

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.

SIGN UP FOR OUR WEEKLY NEWSLETTER

Sign up for our Weekly Newsletter! Get our latest updates on our New Programing and exclusive offerings! Email: [email protected] (or a pop up form will appear to enter your email address) var _ctct_m = "f7ebfb5bcb3d3b66ce07bfc9dbd57e15";

2026 CFA Exam Study Group

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.

SUMMER BREAK - PROGRAMMING WILL RESUME IN THE FALL

Kaplan's CFA Level 2 - November 2026 Exam Preparation Class

Kaplan's CFA Level 2 - JUly 2026 Exam Preparation Class

Rockies Baseball: Home Plate Suite

REGISTER HERE Join CFA Society Colorado for a summer afternoon at the ballpark as the Colorado Rockies take on the Cleveland Guardians.    We have reserved a private suite near home plate. Enjoy food, drinks, and a stellar view from a home plate box suite while connecting with other CFA members during the game. Bring a guest, grab a plate of food and a drink, and settle in for (hopefully) a Rockies win!     Kids welcome. An individual registration is required for all attendees.    F&B provided by CFACO.   Free cancellations and refunds available through August 14.  CFACO Members: $50 Non-Members: $75   You must download the MLB Ballpark app in order to receive your tickets.

Live Webinar: Your Next Step Toward Becoming a CFA Charterholder

Join Meldrum for an informative webinar designed for current and aspiring CFA candidates who  want to not only pass the exam, but truly understand and apply the concepts in real-world  situations to advance their careers in finance.

From Numbers to Value

This is a 2-day course that provides participants with the opportunity to experience hands-on learning in building financial models and performing basic discounted cash flows valuation.

Systematic Equity Lunch & Learn: CFA Society Ottawa and Franklin Templeton

Join us for an engaging lunchtime presentation  exploring the role of Systematic Equity investing in today's uncertain market environment . Michael Greenberg, Head of Americas Portfolio Management and Portfolio Manager at Franklin Templeton Investment Solutions will discuss how technology-driven systematic equity factor portfolio construction can help enhance portfolio resilience and efficiency. Michael will also showcase real-world case studies on customizable ESG integration and innovative approaches to capturing alpha and beta. REGISTER

Building your Brand Identity with Brian Belski

Humilis Investment Strategies and frequent CNBC guest Brian Belski will join us to discuss “Building your Brand Identity” Multi-decade and Veteran Chief Investment Strategist  Brian Belski  has recently started his own firm -  Humilis Investment Strategies . Brian will join the CFA Society Milwaukee for a personal luncheon to kick off our fall programming on August 25 and share his insights on his second half market outlook.  Brian will share with us his personal experiences, in his own unique and entertaining way. He will cover a variety of lessons learned establishing financial services brands in the financial media as well as topics from his recent experiences founding Humilis Investment Strategies.  To view the Speaker's Bio -  click here! Tuesday, August 25th 11:45 - 1:00 pm Wisconsin Club 900 West Wisconsin Club Milwaukee, WI 53233 Register Now!

Member Happy Hour (+ Bring a Guest!)

Appetizers and drinks will be provided. Bring a guest! Feel free to bring your spouse, co-worker, friend, a new hire in your office, 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.

Join us for a Town Hall with Interim CEO of CFA Institute

CFA Society San Diego is pleased to inaugurate its 2026/7 season with an in-person Town Hall featuring Tricia Rothschild, CFA, Interim CEO of CFA Institute. A San Diego County resident and fellow CFASSD member, Tricia leads our global credentialing organization which serves 200,000 + CFA ® Charterholders and candidates across 150+ Countries. During this age of AI and heightened financial gamification, hear how CFA Institute seeks to strengthen its connection to Societies like ours and reinforce its commitment to education, ethics and member value. Topics may include CFA Institute’s branding campaign, financial literacy initiatives, advocacy with regulatory bodies, and introduction of a new affiliate member category. Tricia will also update on the permanent CEO search at CFA Institute, and the governance and communications topics raised in a recent member petition. Join this unique opportunity to learn how you, our Society, and CFA Institute can continue to “Set the Standard” for San Diego’s financial professionals. To view the Speaker's bio - click here! Tuesday, August 25th 4:30pm - 7:30pm Lomas Santa Fe Country Club 1505 Lomas Santa Fe Dr. Solana Beach, CA 92075 Register Now!       4:30 – 5:00pm – Registration  5:00 – 6:00pm – Introduction, Presentation/Discussion, Q&A 6:00 – 7:30pm – Reception 7:30pm – Program ends      Members - Early Bird Pricing $20 (After August 3rd - $30) Non-Members - Early Bird Pricing $40 (After August 3rd - $55)

Beyond the Expense Ratio: The Real Cost of Index Fund Investing

For many advisors, indexing has become a default way to access the broad market, but the time has come to apply real scrutiny to this approach. For much of the past 50 years, index funds have been a net positive for investors, who have moved from expensive and concentrated conventional active strategies to a more diversified and low-cost option. As trillions of dollars have flown into index funds, though, their limitations have become more apparent.  Index funds may not be as passive or as low-cost as they appear. Their rigid trading—with the goal of minimizing tracking error (a common measure of performance deviation between a portfolio and a benchmark)—can create a performance drag that is not captured in fees and expenses. The science of investing has advanced, and institutional investors should demand better solutions to meet their needs. Rob Harvey, CFA ® will be presenting on our updated research quantifying the costs associated with indexing. REGISTER

The Venture Capital Ecosystem

Register here

WiIM Book Club: Permission to Speak

ADDITIONAL DETAILS & REGISTRATION ADDITIONAL DETAILS & REGISTRATION

Learn to Play Padel with CFA Society Colorado

REGISTER HERE Learn to Play Padel with CFACO! If tennis & squash had a baby what would it be called? Padel. It is pronounced "paddle", not "pa-del".  Join us in Five Points at Padel Haus, Denver's premier spot to play padel. Instructors will be on hand to teach you the rules and show you the ropes, er courts. If pickleball is checkers, padel is chess. No experience or gear required. Rackets will be provided! Did you know? Padel Haus Denver soft opened in May 2026, with its official grand opening event scheduled for August 20, 2026 . Be one of the first to check out this brand new club that features world-class indoor padel courts, a cafe and juice bar, coworking and lounge spaces and more! CFACO Members Only: $20 (no guests)

Happy Hours with SCRA - Columbia

Happy Hours with SCRA Join CFA Society South Carolina members and guests for a casual happy hour sponsored by   SCRA . Enjoy drinks, conversation, and networking with fellow members of the investment community. Representatives from SCRA will also be on hand to introduce themselves and share more about   SCRA’s venture capital program and its role in supporting South Carolina’s innovation and entrepreneurial ecosystem . We hope you’ll join us! Members, Guests, Students & Candidates: FREE! Click below to Register! Columbia   | Savage Craft | August 26 5:30pm Greenville   | Southernside Brewing Co. | August 27 5:30pm Charleston   | Holy City Brewing | September 2 5:30pm

2026 Summer Social (Rescheduled Date)

(This event was originally scheduled for August 20th and has now been moved to August 26th -read more below) Our  Summer Social will be held on Wednesday, August 26th at  The Beer Garden, Shippan Landing . We hope you will plan to join us for this first event of our new society year. Registration is open.

Join Us for Forward Madison vs. FC Juárez U21!

Join us for an exciting evening of soccer, networking, and great conversation at Breese Stevens Stadium as Forward Madison takes on FC Juárez U21 in an international exhibition match! Event Details ·     Date & Time: 7:00 PM kickoff (Gates open at 6:00 PM) ·     Location: Breese Stevens Stadium ·     Hospitality: Enjoy the match from the Lexus Lounge, where your ticket includes food and beverages.   Pricing ·     Members: $20 ·     Guest of a Member: $40 ·     Non-Members: $75 Important:  Please be sure to provide your email address when registering. Your digital game ticket will be emailed to you prior to the match and will be required for entry into the stadium. Capacity is limited, so we encourage you to register early to reserve your spot. We look forward to cheering on Forward Madison with you while enjoying an evening of networking and great company! Register Now! 

Washington & Macro Economic Update

ADDITIONAL DETAILS & REGISTRATION ADDITIONAL DETAILS & REGISTRATION

Happy Hours with SCRA - Greenville

Happy Hours with SCRA Join CFA Society South Carolina members and guests for a casual happy hour sponsored by   SCRA . Enjoy drinks, conversation, and networking with fellow members of the investment community. Representatives from SCRA will also be on hand to introduce themselves and share more about   SCRA’s venture capital program and its role in supporting South Carolina’s innovation and entrepreneurial ecosystem . We hope you’ll join us! Members, Guests, Students & Candidates: FREE! Click below to Register! Columbia   | Savage Craft | August 26 5:30pm Greenville   | Southernside Brewing Co. | August 27 5:30pm Charleston   | Holy City Brewing | September 2 5:30pm

New CFA charterholder recognition event - Botswana

CFA Society South Africa will be hosting a New CFA charterholder recognition event in Gaborone

Family-Friendly Member Baseball Outing

CFA Society Iowa members are invited to join us for a Cedar Rapids Kernels game at Veterans Memorial Stadium in Cedar Rapids on Thursday, Aug. 27!   Registration includes an admission ticket, food and drinks. We'll have access to the Party Plaza when the gates open at 5:30 PM. The game starts at 6:35 PM. We'll have food and beverage service from 6-9 PM.   Feel free to bring a guest or your family! Children under the age of five do not need a ticket. If you need more than three tickets to accommodate your family, please contact us at [email protected].   A limited number of tickets are available, so register early! Last day to register is Thursday, Aug. 20.

Networking Event Dubai

25th Annual Summer Baseball Social

Join us for networking, food and drinks behind the waterfall in centerfield at 5 PM. After the reception, we all sit together to watch the game. Please bring friends and colleagues to this family-friendly event that is an annual tradition in the CFAOC! Register Today

Annual Meeting

Join us to root for the Bats and hear the outcome of July's proxy vote results. Our newly elected FY'27 Board of Directors will be announced. Members +1 guest are invited to enjoy the game in an air conditioned, private suite. Catering and drinks provided.  Sunday, August 30 th Annual Meeting @ Slugger Field Louisville, KY 12:30-4:00p ET

CFA Society South Africa Pink Book 2026 Launch

The Pink Book celebrates women in influential leadership and investment roles across the profession, and we look forward to recognising the remarkable women who continue to shape the future of our industry. The programme will include the official launch of the 2026 Pink Book, a fireside conversation with Delphine Govender, CFA , reflecting on her 25-year journey as a CFA charterholder and the Stalwart of the CFA Charter, as well as a structured networking session designed to foster new connections and meaningful conversations among attendees.

Networking Event Abu Dhabi

BOOK CLUB: Abundance: How We Build a Better Future by bestselling authors Ezra Klein and Derek Thomp

Join CFA Society Seattle’s next Virtual Book Club discussion on September 1, from 6-7pm,  as we explore Abundance: How We Build a Better Future  by bestselling authors Ezra Klein and Derek Thompson. In this timely and thought-provoking book, the authors examine why many of society’s biggest challenges—from housing affordability and infrastructure development to clean energy and innovation—persist despite decades of technological and economic progress. They argue for a new “politics of abundance” focused on building, problem-solving, and creating the conditions for broad-based prosperity.  For investment professionals, Abundance  offers a compelling lens on the intersection of public policy, economic growth, productivity, innovation, and the long-term forces shaping markets and society. Whether you agree with the authors’ conclusions or not, the book provides plenty of material for a lively discussion. REGISTER

Dinner Presentation: Global Dynamics of Private Credit

Join us for an exclusive Dinner Presentation: Global Dynamics of Private Credit with Steve Balaban, CFA, Chief Learning Officer at Mink Learning.   Gain valuable insights into the key trends, risks, and opportunities shaping the global private credit market, and explore how this asset class continues to evolve amid changing economic conditions.   📅 Tuesday, 1 September 2026 ⏰ 18:00 – 21:00 WIB 📍 La Brasserie Restaurant, Le Meridien Hotel, Jakarta Fee: IDR. 150.000 Limited Seats   An evening of insightful discussion, networking, and learning—don’t miss this opportunity to deepen your understanding of private credit in a global context.

WEBINAR | Indigenous Financing and Equity Partnerships in Canada

WEBINAR | 02 September 2026 Indigenous Financing and Equity Partnerships in Canada CFA Societies Atlantic Canada, Edmonton, Saskatchewan, and Winnipeg are pleased to host a webinar presented by by Moody's Canada. Indigenous participation is increasingly influencing the financing, development, and long-term viability of infrastructure, energy, and real asset projects across Canada. The market is evolving from consultation-based models toward Indigenous equity ownership, co-governance structures, and innovative financing solutions supported by government loan guarantee programs. The session would provide investors, lenders, sponsors, public sector participants, and advisers with practical insights into how Indigenous equity partnerships, loan guarantee programs, and innovative financing structures are reshaping transaction execution, risk allocation, and credit considerations across Canada.   Topics The evolution from consultation to Indigenous ownership and partnership models Indigenous loan guarantees and their role in facilitating access to capital Emerging financing structures, including consortium and blended finance models Indigenous participation in debt capital markets and labelled bond issuance Credit, risk, and project finance considerations Future trends and opportunities across infrastructure, energy, transportation, and utilities sector REGISTRATION

Indigenous Financing and Equity Partnerships in Canada

CFA Societies Atlantic Canada, Edmonton, Saskatchewan, and Winnipeg are excited to host a webinar presented by Moody’s Canada. This session will give CFA members a practical, investor focused look at how Indigenous equity models, loan guarantees, and outcomes-based financing are transforming deal structures, risk assessment, and valuation across sectors like infrastructure, energy transition, natural resources, utilities, transportation, and project finance.

In-Person/Online Luncheon: "Tax-Advantaged Equity Investments"

Join us for our in-person/virtual luncheon -- "Tax-Advantaged Equity Investments" -- on Wednesday, Sept. 2!   Tax equity investments represent a creative way to blend traditional infrastructure private equity with tax benefits while avoiding internal competition for capital allocation by matching investment volume to cash tax payments that otherwise go to the federal government. Come learn how these structures work, what a typical collaboration between tax and investment teams looks like, and ways to adjust the investment structure to meet your firm’s tax needs or investment criteria.   Our presenter will be Kevin Haley, Senior Vice President of Investments at Foss & Company.   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 Renaissance Des Moines Savery Hotel. Doors open and a buffet lunch is served at 11:30 AM, and the presentation begins at 12:00 PM.   For the in-person luncheon, please register by Aug. 28.   A virtual option is also available. For those attending virtually, the Zoom presentation will begin at 12:00 PM.

Join us & hear from Jim Bianco – Drivers of the Markets & the Economy

Today's drivers revolve around inflation, economic growth, and AI. How do they impact the economy and investing?  Learn more as we welcome back Jim Bianco from Bianco Research.    Be part of an afternoon filled with networking opportunities and a discussion on the economy as we kick off the FY27 programming year.   To view Jim Bianco's bio - click here! Wednesday, September 2nd 4:00 - 7:00pm ET   Founders Brewing Co. 235 Cesar E Chavez Ave, SW Grand Rapids, MI 49503 Register Now!

Join The Quarterly Book Club on September 2nd

Join CFA Society San Diego for an in-person, member only book club event on Wednesday, September 2nd from 5:00 - 7:00pm. Featured book will be  Unit X: How the Pentagon and Silicon Valley are Transforming the Future of War  from authors Raj Shah & Christopher Kirchhoff. Join us at Gravity Heights! Join us for an evening of books, discussion, and happy hour! Register Now!

AI in Investment Decision-Making: From Idea to Implementation

We are pleased to invite you to an exclusive evening reception hosted by CFA and Linedata at SIXA Rooftop, Norway on Wednesday 2 September, from 17:00 to 22:00. This will be a valuable opportunity to enjoy drinks in a relaxed setting while networking with our team and fellow industry professionals. Attendees will explore AI in Investment Decision-Making: From Idea to Implementation . Artificial Intelligence is increasingly becoming part of the practical toolkit of investment organizations. While strategic interest remains high, many firms are now focused on understanding how AI can be implemented in a controlled, value-driven way within existing investment processes. Event Details: Date: Sept 2, 2026 Location: SIXA Conference, Lounge and rooftop terrace, Dronning Eufemias gate 6A Time: 17:00–22:00 CET 17.00–17.30: Meet and greet 17.30–18.30: AI in Investment Decision-Making: From Idea to Implementation 18.30–22.00: Networking, food and drinks We will explore the following topics: AI Use Cases Strategic Insights through AI: Discuss how AI-driven natural language processing can transform data accessibility by allowing intuitive queries that translate to SQL, illustrating with industry trends and insights. Compliance Enhancement with AI: Explore how AI can automate the reading and interpretation of investment mandates to generate compliance rules, sharing sector-wide examples of improvements in compliance efficiency. Optimizing Workforce Productivity via ML: Examine how ML tools are revolutionizing workflow management by auto-assigning tasks to the most suitable personnel, supported by case studies from leading financial firms. Managing and implementing AI AI Governance and Lifecycle Management: Thought leadership on adopting new AI models within investment frameworks, focusing on strategic integration and best practices for model lifecycle management. Data as the Foundation for AI Success: Data quality, consistency, and accessibility are crucial for any AI initiative and the foundation of a data-driven culture. Scaling and Operationalizing AI: Insights into scaling AI from pilots to organization-wide implementations, including operational and executive considerations. Register now to secure your spot. We look forward to welcoming you. 👉 Please sign up HERE no later than August 26.

Candidate Happy Hour at Kirby Ice House - Upper Kirby

Candidate Happy Hour at Kirby Ice House Have you passed Level II, or Level III? Are you gearing up for your next CFA exam? CFA Houston invites CFA Program candidates to join us for a special Candidate Happy Hour on Wednesday, September 2, 2026, from 5:30 PM to 7:30 PM at Kirby Ice House – Upper Kirby (3333 Eastside). Enjoy light bites and cocktails while celebrating your hard work, sharing study experiences, and connecting with fellow candidates who are on the same journey toward earning the CFA charter. This event is exclusively for CFA Program candidates currently registered for an upcoming CFA exam. A valid CFA Institute Candidate ID number is required during registration. Each candidate will receive two drink tickets. Please note: attendees must be 21 years of age or older, in accordance with Kirby Ice House policies. The road to becoming a CFA charterholder is challenging, but you don't have to do it alone. CFA Houston is proud to support and encourage you every step of the way. We look forward to seeing you there! CLICK on MORE INFORMATION TO REGISTER!

Happy Hours with SCRA - Charleston

Happy Hours with SCRA Join CFA Society South Carolina members and guests for a casual happy hour sponsored by   SCRA . Enjoy drinks, conversation, and networking with fellow members of the investment community. Representatives from SCRA will also be on hand to introduce themselves and share more about   SCRA’s venture capital program and its role in supporting South Carolina’s innovation and entrepreneurial ecosystem . We hope you’ll join us! Members, Guests, Students & Candidates: FREE! Click below to Register! Columbia   | Savage Craft | August 26 5:30pm Greenville   | Southernside Brewing Co. | August 27 5:30pm Charleston   | Holy City Brewing | September 2 5:30pm

Data to Decisions: Practical AI & Analytics for Finance Professionals

Over the two days, participants will learn how to: Build interactive dashboards and reports using Power BI. Clean, model, and analyze financial data using a structured analytics workflow. Use AI tools such as ChatGPT and Claude to support research, analysis, coding assistance, documentation, and validation of financial insights. Understand data modelling, databases, ETL concepts, and Microsoft Fabric from a practical finance perspective. Explore practical applications of analytics for KPI reporting, investment screening, forecasting, and scenario analysis. Develop an end-to-end analytics solution through a hands-on capstone project that combines data, visualization, AI-assisted analysis, and business insights. The programme is ideal for professionals working in investment management, research, finance, treasury, risk management, strategy, business analysis, and related functions who are looking to strengthen their data and analytics capabilities in an increasingly data-driven environment. The participation fee is ₦500,000 per delegate , which covers all training materials, refreshments, lunch, and a Certificate of Participation. Organizations registering multiple participants will enjoy special group discounts.

Webinar: Valuing private assets in institutional portfolios

As private markets continue to grow, valuation has become one of the most consequential and contested parts of the investment process. For private equity investors, the hardest questions often arise when portfolio-company information is incomplete, market evidence is scarce, or valuations become stale. In those circumstances, the issue is not simply which model to use, but how to test assumptions, identify bias, and reach a valuation that can withstand investment committee scrutiny. In this live fireside chat, Rafaël Le Saux, CFA, brings more than 17 years of practical valuation experience across private markets to a conversation with host Azmi Özünlü, FRM, CFA, Senior Director, Content Development at CFA Institute. A Partner in PwC Luxembourg’s Valuation & Modelling practice, Rafaël will examine how investment committees assess portfolio-company valuations built on imperfect information, where bias enters the process, and how governance, standards, and technology can strengthen valuation decisions.

Join Us for Our Annual Member Meeting & Luncheon

We invite you to join us for our Annual Meeting & Luncheon! We'll kick off the event with our Members' Annual Meeting, where we'll reflect on the accomplishments of the past fiscal year and share our goals and vision for the year ahead. This is a great opportunity to hear from Society leadership, stay informed on upcoming initiatives, and connect with fellow members.   🍕 Lunch will be provided. We'll be serving pizza, so please let us know if you have any dietary restrictions when you register so we can accommodate your needs.   To review the 2025–2026 Annual Report,  click here. Thursday, September 3rd 11:45 am - 1:00 pm   SpringHill Suites 4601 Frey St Madison, WI 53705   There is no registration fee for this event. Register Now!

Summer Series: Quantitative Strategies Forum

REGISTER HERE CFA Society Colorado is introducing a new Summer Series—built to create more consistent, meaningful ways to connect across our community. These monthly gatherings are designed with a simple idea in mind: make it easier to spend time with people who understand the work you do. Each session will run from 3:30 PM to 6:00 PM, followed by a casual happy hour. Expect a mix of conversation, perspective-sharing, and time to connect. Whether you’re looking to stay plugged in over the summer, meet new faces, or just have a reason to step away from your desk for a few hours, this series is meant to be an easy, worthwhile addition to your schedule. September 3 Topic: Quantitative Strategies Forum CFACO Members: $20 Non-Members: $40 Meet the Speakers:  Trent May is the Founder and Chief Investment Officer of LAB QS, where he leads investment strategy, asset allocation, and risk management and developed the original models that form the foundation of the DYNE investment strategy. He brings more than 30 years of investment experience, including senior leadership roles at 1888 Investments, Koch Industries, the Wyoming Retirement System, and Invesco Funds Group. Trent holds an M.B.A. from Rollins College, a B.S. from Florida Institute of Technology, and is a CFA charterholder. Travis Prentice is the Chief Investment Officer of the Informed Momentum Company (IMC), where he oversees all investment strategies and serves as a portfolio manager for the firm’s U.S., Non-U.S., and Global strategies. He co-founded the firm in 2007 and brings 28 years of institutional investment experience specializing in momentum-based strategies, including prior leadership roles at Nicholas-Applegate Capital Management. Travis holds an MBA from San Diego State University and bachelor’s degrees in Economics and Psychology from the University of Arizona.

WELCOME BACK HAPPY HOUR 9-3-2026

YOU ARE INVITED Join CFASSA Colleagues, Candidates and Guests at our First Happy Hour this year Members and Candidates are free Guests are $25 Complimentary Food & Beverages will be served  We Hope To See You There! T o Register, Click on " More Information " below

Parallax: Putting AI in the Heart of Your Investment Process.

What does it actually take to put AI at the heart of a live investment process, and trust it with real capital?   CFA Society Indonesia invites you to an exclusive in-person session, "Parallax: Putting AI in the Heart of Your Investment Process." Drawing on Chicago Global's own production system, the session shows how a quantitative platform scores more than 65,000 securities across 48 markets every week, built on governed point-in-time data and run first on the firm's own capital. From raw fundamentals through to a client-ready research report, the language model does the writing but never makes the call.   Join Ivan Chelebiev, Co-Founder and CEO of Chicago Global, as he sets out where AI genuinely changes investment work and the discipline that keeps its output dependable: a validated factor model behind every prediction, deterministic rules on what may be said, and an audit trail behind every approved report. The session is designed for investment professionals, analysts, portfolio managers, and finance leaders who want a grounded, practical view of what AI in production looks like.   🗓️ Thursday, 03 September 2026 ⏰ 18:00 – 21:00 WIB 📍 Seasonal Taste, The Westin Hotel 51st Floor, Jl. HR. Rasuna Said, Jakarta   🎟️ Seats are limited. Secure your spot today: Fee: IDR. 150.000 Limited Seats

CFA試験対策 レベルI対象「計算機ワークショップ」

CFA試験対策 レベルI対象「計算機ワークショップ」 参加者の方はCFA試験持ち込み指定の電卓をご用意ください。1時間半ほどのハンズオントレーニングですので、是非参加して合格率アップを狙ってください。指定計算機につきましてはこちらをご参照ください。 Only two calculator models are authorized for use during CFA ®   Program exams: Texas Instruments BA II Plus (including BA II Plus Professional) Hewlett Packard 12C (including the HP 12C Platinum, 12C Platinum 25th anniversary edition, 12C 30th anniversary edition, and HP 12C Prestige) 日時：９月4日 (金曜日)　19:00-20:30 言語：日本語   会場：東京金融ビレッジ　 地図 講師：Mr. Stefano Spillo, CFA 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 ご登録： https://cvent.me/GAlL1Q ※本イベントは原則会員限定イベントですが、一般のCFA受験者の方も3,000円でご受講いただけます。 ＊アソシエイト会員の詳細につきましては下記を御覧ください。 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。

Join us for our September Tap Tuesday!

Mark your calendars for our June Tap Tuesday event! Tap Tuesday is a casual networking social from 5:00–7:00 PM, featuring drinks on tap and snacks to share. No registration is required, simply sign in when you arrive, grab a name tag, and jump into the conversation. Join us on Tuesday, September 8th at Rusty Bee Lounge - Click here   to add to your calendar. We look forward to seeing you and connecting over great drinks and even better conversation.

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! 

Evento Funds Society Leaders Summit con CFA Society Spain

Funds Society  convoca la segunda edición de su evento Funds Society Leaders, que se celebrará el próximo 8 de septiembre en el ABC Serrano, Madrid. Dirigido a los líderes de la  industria de asset y wealth management   y con la colaboración de  CFA Society Spain , se abordarán las principales tendencias y debates que mueven el sector. La   agenda , diseñada en colaboración con CFA Society Spain, contará con ponentes de primer nivel, expertos de áreas clave como asset management, banca privada, family offices, fondos de pensiones o aseguradoras, que debatirán sobre los grandes retos y tendencias del momento. El evento cuenta con el apoyo y la esponsorización de  Wisdom Tree ,  Ninety One ,    Pinebridge Investments ,  Wellington Management ,   Lazard AM ,   Oddo BHF AM ,  Capital Group ,  Vanguard ,  Natixis IM ,  DNB AM ,  Muzinich & Co ,  Edmond de Rothschild AM ,  Eurizon AM ,  MFS IM ,  Rothschild & Co AM ,  Hamco ,  LFDE ,  Jupiter ,  EDM   y  Federated Hermes . Además,  Swisscanto  esponsorizará el almuerzo.  El programa combina paneles dinámicos con  espacios de networking  y culminará con una ponencia magistral del   Dr. Manuel de la Peñ a, director de la Cátedra del Corazón y Longevidad y presidente del Instituto Europeo de Salud y Bienestar Social. En esta sesión exclusiva, abordará las claves de la longevidad y la evolución de la esperanza de vida, analizando desde el impacto de la genética y la IA hasta los secretos de los supercentenarios. Más que una charla técnica, será un análisis revelador sobre cómo combatir el envejecimiento y optimizar nuestra salud mediante los tratamientos experimentales más innovadores y las últimas inversiones en el sector. Será un cierre inspirador, ideal para registrar lecciones poderosas y memorables. Tras su intervención, disfrutaremos de un cóctel en la terraza del ABC, un entorno ideal para compartir impresiones y seguir conectando. ​​ Las conferencias se celebrarán en el centro comercial   ABC Serrano , un centro cultural ubicado en el barrio de Salamanca, en el Paseo de la Castellana, una de las zonas más exclusivas de Madrid. Ocupa el histórico edificio que fue sede del periódico ABC, construido a finales del siglo XIX, y combina arquitectura clásica con elementos modernos tras su rehabilitación. ​ Las plazas para el evento, que computará con  créditos de formación para el CFA , son limitadas.  Próximamente, recibirás tu invitación.

Leadership Spotlight: EU Financial Outlook Exploring Europe's stability in an increasingly uncertai

As global markets continue to navigate heightened geopolitical uncertainty, shifting alliances, and persistent questions around fiscal sustainability, Europe finds itself at an important crossroads. While headlines often focus on challenges, the continent has also demonstrated remarkable resilience, supported by strong institutions, coordinated policy responses, and a robust financial architecture. To help our members better understand Europe's economic outlook, CFA Society Luxembourg is delighted to welcome Kalin Anev Janse , Chief Financial Officer and Member of the Management Board of the European Stability Mechanism (ESM). In this interactive discussion, Kalin will share his perspectives on Europe's fiscal strength, the resilience of the euro area, and the economic forces shaping European markets in the years ahead. Drawing on his experience at the ESM, the euro area's permanent crisis resolution mechanism, he will provide a unique insider's perspective on the policies, institutions, and financial safeguards that underpin Europe's stability in an increasingly uncertain world. The presentation will be followed by a networking cocktail.

Breakfast, Perspectives from Wellington Management: Fixed Income Outlook & Roadmap

Join us for a breakfast roundtable, Perspectives from Wellington Management: Fixed Income Outlook & Roadmap with Hartford Funds and Wellington Management REGISTER HERE Julia Dempsey – Institutional Consultant, Hartford Funds Brian Doherty – Fixed Income Investment Director, Wellington Management As a Fixed Income Investment Director, Brian collaborates with investors and macro strategists across the firm, as well as Wellington clients and prospects, to provide expertise on fixed income market dynamics and strategies with a particular focus on core bond plus, multi-sector bond and muti-currency solutions. Brian will offer perspectives on the macroeconomic and market forces shaping today’s investment landscape, from the outlook for inflation, growth, and monetary policy to opportunities emerging across US credit markets. Topics will include: • The outlook for inflation, growth, and US interest rates • The path of monetary policy and the Federal Reserve’s reaction function • Fiscal policy and its implications for the US economic cycle • How AI may reshape the labor market and broader macro conditions • Yield and spread opportunities across US credit markets • How shifts in private credit demand may influence issuance and market dynamics September 9th 7:45am to 9:00am Corporate College 4400 Richmond Road Warrensville Heights This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights and Westside Lunch at Wild Mango, Crocker Park (please register for this at the separate registration link HERE ) Breakfast will open at 7:45am and the presentation will start promptly at 8am. Breakfast and lunch brought to you by Hartford Funds Learn about Hartford Funds Here Join CFA Society Cleveland as a local member and attend events free. Find membership information here , Apply For Membership Here CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.