Upcoming Events

Summer Series: Making Sense of Bonds Today: a Cross-Sector Discussion

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. June 4 Topic:  Making Sense of Bonds Today: a Cross-Sector Discussion Hosted by Janus Henderson Investors including panelists from New York Life Investments and Artisan Partners Agenda: 3:30-4:00 PM Registration/Networking 4:00-4:45 PM Panel Discussion 4:45-5:00 PM Q&A 5:00-6:00 PM Happy Hour Moderator: Erika Oquist - Executive Director Investment Strategist, Janus Henderson  Investors Erika Oquist is an Executive Director, Investment Strategist at Janus Henderson Investors. In this role, she is responsible for articulating Janus Henderson’s view on fixed income markets, the macroeconomic environment, and how the firm’s suite of fixed income products are positioned within the investment marketplace. As an asset class specialist, Erika engages with clients to drive asset growth and contributes to strategic planning for the Janus Henderson fixed income platform. Erika joined the firm as a senior product specialist, covering multi-asset, growth equities, and fixed income products from 2015 and assumed her current position in 2023. Before that, she was with Northern Trust for nine years and held various roles within their asset management division. Erika began as a trade analyst, then was a portfolio manager associate and later became an equity portfolio manager of institutional equity index funds. Erika earned a Bachelor of Science degree in business administration finance from Western Michigan University. She has   20  years of financial industry experience.   Panelist: Seth Meyer, CFA - Global Head of Client Portfolio Management, Janus Henderson Investors Seth Meyer is Global Head of Client Portfolio Management at Janus Henderson Investors, a position he has held since 2024. In this role, Seth leads the global equity and fixed income client portfolio manager (CPM) teams where he is responsible for driving the commercial strategy of the asset classes. Additionally, he has been a portfolio manager since 2015. Seth was promoted from an analyst to assistant portfolio manager in 2012. He became head of fixed income strategy in 2022. Seth joined Janus in 2004 as a product manager covering a variety of equity and fixed income strategies before becoming a credit analyst in 2005. Prior to Janus, he was a consultant relations manager at OppenheimerFunds. Seth received his Bachelor of Science degree in business administration with a concentration in finance from the University of Colorado. He holds the Chartered Financial Analyst designation and has  28  years of financial industry experience.   Panelist: Matthew Hage - Managing Director Portfolio Manager / Trader, MacKay Shields by New York Life Investment Management Matthew has managed the NYLI MacKay Colorado Muni Fund, NYLI MacKay Arizona Muni Fund, NYLI MacKay Utah Muni Fund, NYLI MacKay Oregon Muni Fund, and the NYLI MacKay Strategic Municipal Allocation Fund since July 2024. He is a Managing Director, Portfolio Manager and Trader for MacKay Municipal Managers. His primary focus is the investment-grade component of the market. He joined MacKay Shields in 2024. Previously, Matthew was a senior underwriter and institutional trader at Citigroup from 2018 to 2024 and Bank of America Merrill Lynch from 2011 to 2018. Prior to his municipal career, Matthew served on active duty in the United States Navy. He held various operations linked positions and ultimately was honorably discharged after achieving the rank of Lieutenant. Matthew earned a BS in Economics from the United States Naval Academy and an MBA from the University of Maryland Business School. He has worked in the financial services industry since 2011.   Panelist: Carl J. Katerndahl, CAIA - Client Portfolio Manager, Artisan Partners Carl J. Katerndahl is the Client Portfolio Manager for the Artisan Partners Credit Team. In his role, Carl serves as a primary link between the investment team and its client/prospective client community. In doing so, he partners closely with the team's portfolio managers to develop and communicate information about their investments, process, and performance. Prior to joining Artisan, Carl spent nearly a decade at Nuveen as a managing director and client portfolio manager working alongside the investment teams of the firm's corporate credit strategies.  Mr. Katerndahl holds a bachelor’s degree in business administration from Pepperdine University, Malibu and a master’s degree in business administration from the University of Southern California (USC) Marshall School of Business. He holds the Chartered Alternative Investment Analyst (CAIA) designation.

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. Notice is hereby given that the Annual Meeting of CFA Society Colorado will be held at 12:00 PM on June 10th, 2026, at The Denver Country Club. Your Board of Directors and Committee Chairs look forward to reviewing the past year and sharing current plans and objectives for the Colorado Society with you. The following matters will be considered and acted upon: The election of officers and directors to serve a 1-year term beginning July 1, 2026, and ending June 30, 2027 and until successors are elected and qualify. The transaction of such other business may come before the meeting. It is urged that all Regular Members of CFA Society Colorado vote on these matters to meet the minimum quorum requirements. AGENDA Proof of Quorum Reading of the Minutes of the 2025 Annual Meeting Year in Review Treasurer's Report Financial Audit Report Committee Reports Elections of Officers and Directors Member Open Forum Adjournment THE NOMINEES ARE AS FOLLOWS President - Jeremy Frenkel, CFA Vice President - Stephen Bennett, CFA Secretary - Zachary Norris, CFA Treasurer - Jaqueline Vedra, CFA Advocacy - Cindy Knowlton, CFA Director - Jay McCormick, CFA Director - Kathryn Lizotte, CFA Submit a Proxy Vote Here

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

CFA Institute - CFA Program Question Slam

Exciting updates are ahead for our 2027 curriculum. Whether you're wondering how to build a study plan, what to expect on exam day, or what newcomers should know before getting started, this session will help you understand what’s changing and how to prepare. 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 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 the taking next step - this is your chance to ask us anything, live!

CFA Institute - AI At Work in Finance

This webinar focuses on how organizations are navigating internal management challenges related to AI adoption. Rather than focusing on technical implementation, the session will explore the human and organizational aspects of AI governance: including adoption hurdles, compliance, governance structures, workforce readiness, and aligning AI initiatives with business priorities. While the topic addresses leadership themes, the framing will also speak to individual contributors and middle managers whose work is increasingly shaped by AI-driven tools and decisions. The content will be tailored to address governance and compliance specifically within the finance and investment space, with a focus on the real-world impact AI is having on teams, roles, and decision-making structures. And it can incorporate key findings from CFA Institute’s RAS AI research to further align with priorities.

Free CFA® Level III Webinar (Kaplan)

CFA Level III,  Strategic Hedging: Navigating Swaps, Forwards, and Futures  The CFA Level III exam demands a synthesis of complex topics. Join Kaplan’s lead instructors for an intensive 40-minute deep dive into the strategic hedging framework. We will move beyond the formulas to explore the why and when of swaps, forwards, and futures, ensuring you can distinguish between these tools under exam pressure and in real-world mandates. 

WR Speaker Series: Macro Risks and Market Opportunities for the Second Half of 2026

The U.S. economy enters the second half of 2026 on strong footing, though risks around oil prices, inflation, labor markets, and geopolitical uncertainty remain elevated. At the same time, the automation revolution continues to support corporate profitability and productivity, creating a notable divergence between fundamental expectations and recent market action.  This session will explore the macro backdrop, the potential implications for earnings and economic growth, and where investors may find opportunities across secular themes, select cyclicals, and areas of the market that may be oversold. Speakers: Scott Helfstein, Ph.D., Head of Investment Strategy, and Michael McCubbin, Regional Director, Global X Zoom registration page:  https://globalxetfs.zoom.us/ webinar/register/WN_ 3XZHz5BIQX-db-lKPIddrQ

Summer Social

Summer Social in RiNo Summer soirée = CFA Society Colorado’s summer party!  Great food, cocktails, DJ + your partner or a friend = one unforgettable evening   Join James Beard finalist Dana Rodriguez (Work & Class, Casa Bonita) and the CFA Society Colorado at her latest restaurant, Carne, one of RiNo’s standout restaurants.  This +1 friendly evening is designed to be casual, social, and easy to enjoy—with grazing-style food, specialty cocktails, and time to engage with others in the Colorado investment community. Bring a friend, your partner, or even your favorite coworker and spend a summer evening with CFACO in RiNo where we dance to a DJ and kick back on summer solstice eve.  Inside New RiNo Steakhouse Carne From Chef Dana Rodriguez | Denver Westword CFACO Members: $50 Non-Members: $75 1 guest per member (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 - Suite

We’re heading to an unforgettable night of high-energy entertainment with Hot Wheels Monster Trucks Live in Denver.   Join CFA Society Colorado in a lower suite 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. Food and beverage will be provided. A limited number of complimentary parking passes are available. CFACO Members: $25 Guests (kids welcome): $35

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

Join us for the 6th Annual CFACO Golf Invitational on Thursday, July 31 at the beautiful Wellshire Golf Course in Denver! Spend the day networking, building community, and enjoying a great round of golf with fellow CFACO members and supporters. Whether you're a seasoned golfer or just coming for the camaraderie, this annual event is one you won’t want to miss. Event Details Wellshire Golf Course 3333 S Colorado Blvd, Denver, CO 80222 Registration Opens: 7:00 AM Tee-Off: 8:00 AM Breakfast and lunch will be provided. Registration CFACO Member Individual Ticket: $60 Registration opening soon. Must register by July 24. Spots fill quickly! Please note: No refunds after July 24. Sponsorship Opportunities Support the event and gain visibility within the CFACO community through sponsorship opportunities ranging from $500 to $2,500+. For sponsorship information, contact: Ed Durica, CFACO Sponsorship Chair [email protected] We look forward to seeing you on the course for another unforgettable CFACO Golf Invitational!

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!