Upcoming Events

Summer Series: Private Credit: Mispriced Risk or Misunderstood Opportunity?

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. May 14 Topic: Private Credit: Mispriced Risk or Misunderstood Opportunity? Hosted by Bow River Capital with additional Panelists from Arrowmark Partners

CFACO Headshot Event

Need an updated headshot? Join us for a professional headshot session with   GreenEarth Photography . This is a great opportunity to refresh your photo for LinkedIn, your company website, or other professional use. This is a   CFACO members-only event   with a $20 registration fee. Attendees must select a one-hour time window between 5:00–8:00 PM at registration. Time slots are first come, first served and space is limited. Important Details:  You must select a one-hour time slot for your headshot  Spots are very limited. There will be a waitlist for any cancellations.  There is a 7-day free cancellation period  No-shows will result in a $50 fee Food and beverages will be provided. Registration deadline is 5/10/26.

Western Regions Speaker Series: The BEAT – Conversation & 2026 Highlights

Eaton Vance & Morgan Stanley’s very own Greg Waterman joins us as we discuss “The BEAT”! The BEAT provides connectivity between changing market events and implications for investor portfolios. Spanning Bonds, Equities, Alternatives, and Taxes, this monthly review delivers timely information across a broad array of markets and investment topics. Each edition explores investment ideas, identifies areas of focus, and provides a comprehensive outlook on asset allocation—all supported by a concise review of economic and asset class data through clear and impactful charts. We believe The BEAT is a critical desk reference that enables more informed discussion and understanding of financial markets. Topics Stay Current: Get the latest insights on market trends, economic outlook, and asset allocation strategies. Comprehensive Coverage: Learn about developments in bonds, equities, alternatives, and tax considerations. Actionable Ideas: Discover investment themes and areas of focus for client portfolios. Data-Driven: Benefit from clear, impactful charts and analysis to support your conversations with clients. Market Outlook: Analysis of recent volatility, policy changes, and economic growth prospects. Asset Allocation: Tactical views and representative allocations across asset classes. Investment Themes: Understanding U.S. Policy Volatility: The New Normal, Peak Tariff Uncertainty: Next Up Is Tax Policy, European Exceptionalism?, The Soft Parade: Data May Get Worse Before it Gets Better Tax Strategies: Views on asset location and tax-efficient investing. Featured Speaker Greg Waterman, CFA Greg is an Executive Director in Morgan Stanley Investment Management’s Portfolio Solutions Group, where he focuses on macro and asset allocation research with an emphasis on U.S. equities. He brings 19 years of investment industry experience across research, portfolio strategy, and capital markets.

Market Discussion with Smith Capital Investors

Join Smith Capital Investors and CFA Society Colorado for an engaging evening of market insight, conversation, and connection. Gibson Smith and Eric Bernum will lead a dynamic discussion on today’s market environment, offering perspectives on the broader outlook, a deeper dive into fixed income, and how investors are navigating an ever-changing landscape. The session will include time for Q&A and a happy hour with beverages and heavy appetizers. It’s a chance to gain valuable insight, hear directly from experienced practitioners, and connect with others in the local investment community. Tickets to attend are $20. Spots are limited. About the Speakers Gibson Smith Gibson has more than 30 years of investment experience. He previously served as Chief Investment Officer, Fixed Income of Janus Henderson, formerly Janus Capital Group, a position he held from January 2006 through March 2016. In that position, Gibson was also a member of the Janus Executive Committee, sat on the Perkins Investment Management Board, and was a Portfolio Manager on Janus Fixed Income strategies. As Chief Investment Officer, Gibson was responsible for Janus’ investment process within the firm’s fixed-income division and served as Portfolio Manager on most of Janus’ Fixed Income strategies and funds. He has been credited with building the firm’s fundamental fixed income business. Gibson joined Janus in 2001 after spending the first 10 years of his career at Morgan Stanley in Manhattan and San Francisco. Eric Bernum Eric Bernum is a founding member of Smith Capital Investors and serves as the Deputy Chief Investment Officer on all Smith Capital Investors strategies. Before joining, he served as Executive Director and Senior Portfolio Manager at J.P. Morgan Asset Management. In that position, Eric was a part of the portfolio management team, managing assets across various fixed income institutional portfolios and mutual funds. Before his time at J.P. Morgan Asset Management, Eric was at Janus Henderson, formerly Janus Capital Group, in a multitude of roles across the trading, fundamental analysis, and portfolio management functions—culminating in Eric’s role as the Co-Head of Fixed Income Trading and Assistant Portfolio Manager. In these roles, Eric managed a global team of traders and contributed to portfolio management decisions across all major fixed income strategies ranging from Intermediate/Core, High Yield, Credit only, Money Markets, Limited Duration, and Liability Driven/Long Duration strategies. Eric was also active in asset raising, client servicing, as well as compliance/systems build out and function across the fixed income platform. Registration Deadline is 5/18/26.

CFA Society Colorado Annual General Meeting

Join CFA Society Colorado members for our Annual General Meeting, where we’ll reflect on the past year, share key updates from the Society, and look ahead to what’s next for our community. Members will hear from leadership, review highlights and milestones, and help shape the future of CFA Society Colorado. RSVP Deadline is 5/27/26.

Green Mountain Hike + Happy Hour at Ballmer Peak Distillery - Green Mountain

Join CFACO for a casual evening hike at Green Mountain followed by happy hour at Ballmer Peak Distillery! Whether you’re looking to get outside, meet new people, or just unwind after work, this is the perfect midweek meetup. Members and guests are welcome. Bring comfortable shoes and water!  Hike Location: Green Mountain Trailhead  Parking available at the trailhead Happy Hour at Ballmer Peak Distillery 12347 W Alameda Pkwy, Lakewood, CO 80228   Hike + Happy Hour: $10 Happy Hour Only: $10 Hike Only: Free

CFACO Summer Pickleball Social

Join CFA Society Colorado for a fun, active morning on the court. Whether you're here to compete or just learn the game, this event is all about connecting with fellow members and guests in a relaxed, social setting. We’ll kick things off with open play and split into two tracks: Competitive Bracket – For those ready to play in a structured tournament-style format Casual/Learning Play – For beginners or anyone who wants a more laid-back experience with guidance and open rotation No matter your level, this is a great way to meet others in the CFACO community, get moving, and start your day a little differently. Open to CFACO members and their guests. $10 CFACO Members $20 Non-Members Food, beverages and paddles will be provided.  Spots are limited. Register early to secure your place on the court. No refunds after May 29th. Registration Deadline: 6/6/26.

Summer Soiree

Join CFA Society Colorado for a Summer Soiree in RiNo—an easy, casual night to connect with fellow members and guests. This is a +1 friendly event, so bring a colleague, friend, or partner and enjoy one of RiNo’s best restaurants. No program, no pressure—just good conversation, great food, and time to connect with others in the community. CFACO Members: $50 Non-Members: $75 1 guest per member allowed, guests must register with a CFACO Member Free Cancellation until June 12, 2026. Space is limited, register early!    Registration Deadline is 6/10/26. 

Hot Wheels Monster Trucks Live

We’re heading to an unforgettable night of high-energy entertainment with Hot Wheels Monster Trucks Live in Denver.   Join CFA Society Colorado for a fun outing as iconic monster trucks take over the arena with jumps, crashes, and full-throttle action. This is a chance to step away from the day-to-day, bring a guest, and enjoy something completely different with others in the community.   Big energy, great company, and a night you won’t forget. More details coming soon!

CFACO Suite at the Rockies

Join CFA Society Colorado for a summer night at the ballpark as the Colorado Rockies take on the Cincinnati Reds.   We’ll be watching from a private suite—an easy, comfortable setting to connect with others while enjoying the game. Bring a guest, grab a drink, and settle in for a relaxed evening with good conversation and great views of Coors Field.   No agenda, just a fun night out with the community. More details coming soon! 

CFA Society Colorado 6th Annual Golf Tournament

Mark your calendars for the 6th Annual CFA Golf Tournament—one of our most anticipated events of the year. It’s a day on the course with fellow members, a little friendly competition, and a chance to connect outside the office.

CFACO at Savannah Bananas

Join CFA Society Colorado for a one-of-a-kind night with the Savannah Bananas as they bring their high-energy, entertainment-first brand of baseball to Denver.   This isn’t your typical game—expect music, dancing, fan interaction, and nonstop action from start to finish. It’s a fun, lighthearted way to step away from the day-to-day, bring a guest, and experience something completely different with others in the community.   Big energy, great people, and a night that’s anything but ordinary. More details coming soon! 

CFACO Suite at the Rockies

Join CFA Society Colorado for a summer night at the ballpark as the Colorado Rockies take on the Cleveland Guardians.   We’ll be watching from a private suite—an easy, comfortable setting to connect with others while enjoying the game. Bring a guest, grab a drink, and settle in for a relaxed evening with good conversation and great views of Coors Field.   No agenda, just a fun night out with the community. More details coming soon!