Upcoming Events

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. 

June FOMC Happy Hour

Join CFA Society Colorado for our June FOMC Happy Hour, a casual opportunity to connect with fellow investment professionals, spark meaningful conversations, and meet new faces in a relaxed setting. Each FOMC Happy Hour features two locations: one in Central Denver and one rotating across the Front Range. June Locations ▪️ Central Denver – Salt Water Social in Cherry Creek (201 Columbine St, Denver, CO 80206) ▪️ Front Range – Limelight Hotel Boulder ( 1295 University Ave, Boulder, CO 80302). Enjoy great food, good drinks, and time with peers who understand the work you do.  Wednesday, June 17 4:30 PM – 6:30 PM CFACO Members: Free Non-Members: $20 Boulder FOMC Happy Hour  Join CFA Society Colorado for a Boulder FOMC Happy Hour at the new Limelight Boulder, one of Boulder’s newest boutique venues. Enjoy food, beverages, and easy conversation with fellow members and guests in a fresh, elevated setting. Denver FOMC Happy Hour Sponsored by Lazard Asset Management Denver FOMC Happy Hour Program: Lazard Asset Management: Global Thematic Investing – the World in the 2030’s The conversation starts with a question relevant to every investor we meet: with over $120 trillion in wealth transferring to the next generation, and 40% of Millennials and Gen Z already investing thematically, is your portfolio ready? Tracing its history back to origins of thematic investing in the 1980s, the Lazard Global Thematic Equity team has seen many cycles and market trends, making it uniquely placed for the various challenges of today. Today the team manages over $2bn across a global client base and runs several global thematic strategies, all of which use a consistent philosophy and process.  We manage a global strategy, and ideology built around 6 current proprietary themes: Smart Capex, Bits of Chips, Empowered Consumer, Data & Agents, Future Health, and Multipolar Finance. A differentiated tool for client retention and growth. Denver FOMC Happy Hour Featured Speaker: Sarbjit Nahal - Director, Portfolio Manager/Analyst Sarbjit Nahal is a Portfolio Manager & Analyst with the Global Thematic Equity & Megatrends team at Lazard Asset Management. In this role, he focuses on capturing the key themes reshaping the investment landscape and the industries and companies that will benefit from long-term structural change around the world. Prior to joining Lazard, Sarbjit was a Partner and Head of Strategy at Signal Capital Partners, where he was responsible for integrating long-term themes into the private equity firm’s investment decision-making processes. Previously, he was Managing Director and Global Head of Thematic Investing Strategy at Bank of America Merrill Lynch where he was one of the most read analysts on Wall Street and sat on the Merrill Lynch Impact Investing Core Council. He began working in the investment field in 1998 and has also held roles at Société Générale, Credit-Mutuel-CIC, Moody’s, the International Council on Human Rights Policy, and PIRC. He was consistently ranked as one of the top-ranked analysts on thematic investing for the past two decades and holds a Master of Law (University College London), Bachelor of Laws/JD (Osgoode Hall Law School) and Bachelor of History (University of Toronto).

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!