Upcoming Events

Western Region Speaker Series: State Street IM Presents " How to do more for the core"

REGISTER HERE Attend the final session of the Western Region Speaker Series! Sector investing can be a cost-efficient and powerful portfolio construction tool to help investors optimize the core by pursuing strong-performing sectors to capture outperformance, while reducing costs and risks associated with individual stock selection. Join the experts at State Street Investment Management and learn how you can do more for your core with a sector strategy. Topics covered will include: An overview of sector investing The role sectors play in portfolio construction Exploring cyclical sector trends driving momentum Financial planning considerations Featured Speaker: CJ Dennis, CFA CJ Dennis, CFA, is a Sector Strategist for the Western U.S. at State Street Investment Management, where he shares the firm’s insights on portfolio construction and helps financial advisors use sector-based strategies to improve portfolio risk and return metrics. He brings more than a decade of experience in institutional asset management, asset allocation, portfolio analytics, and OCIO solutions. Before joining State Street, CJ held senior positions at Wells Fargo and The Vanguard Group, managing multi-billion-dollar portfolios for institutional clients. He is a board member and past President of CFA Society Phoenix and earned his bachelor’s degree in finance from New Mexico State University.

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.

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)

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.

Celebrate Oktoberfest at the September FOMC Happy Hour

REGISTER HERE Join CFA Society Colorado for our September FOMC Happy Hour, a casual opportunity to connect with fellow investment professionals, spark meaningful conversations, and meet new faces in a relaxed setting. This month we will meet at one central location to celebrate Oktoberfest at Prost Brewing Co. DENVER BIERGARTEN 2540 19th Street Denver, CO 80211 Enjoy great food, good drinks, and time with peers who understand the work you do.  CFACO Members: Free Non-Members: $20

CFA Society Colorado Fall Marquee Dinner

REGISTER HERE Join CFA Society Colorado for our signature Fall Marquee Dinner, an evening dedicated to celebrating professional achievement, strengthening our member community, and recognizing our newest CFA charterholders. The highlight of the evening is the New Charterholder Reception , honoring members who earned the CFA charter from 2025 through 2026. Together, we will recognize the commitment, perseverance, and accomplishment required to achieve this significant professional milestone. All CFA Society Colorado members are invited to attend and celebrate alongside our newest charterholders. Registration is complimentary for members and one guest. The evening will include: Recognition of new CFA Charterholders Dinner and refreshments Live music and entertainment Access to Wings Over the Rockies flight simulators Networking with fellow members and industry professionals A fun and engaging social experience in a unique venue Whether you are a new charterholder, a long-standing member, or introducing a guest to our community, we encourage you to join us for an evening of celebration, connection, and inspiration. Registration is free for CFA Society Colorado members and one guest. Membership is required to register. Registration and cancellation deadline is 9/3/26. There is a $50 no show fee.

Agricultural Economic Outlook & Rodeo

Save the date for our upcoming event: Agricultural Economic Outlook & Rodeo Join CFA Society Colorado for an Agricultural Economic Outlook presentation, followed by a happy hour reception with drinks and hors d'oeuvres, and end the evening with tickets to the National Western Stock Show Rodeo!  The Agricultural Economic Outlook presentation will include an update on commodity markets and sharing more about the finance side of the agricultural industry.  This is a one-of-a-kind event you don't want to miss.  Stay tuned for more details!