Featured Benefit: Member-Exclusive Webinars
We invite you to explore a new series of member-exclusive webinars focused on the trends shaping the investment industry. Across private markets, AI, leadership, and compliance, each session is designed to deliver practical, real-world insights you can apply immediately. Members can also earn 1 PL credit per session.
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Thursday, May 14, 2026
Rethinking Fixed Income: The Role of Convertible Arbitrage in Modern Portfolios
Market neutral convertible arbitrage seeks to deliver a truly uncorrelated, low-volatility return stream across market environments—enhancing fixed income allocations and strengthening overall portfolio resiliency
Featuring Mr. David Clott, CFA, Chief Investment Officer at Wellesley Asset Management
Click HERE to Register for this event!
Save the Dates -
April 23, 2026 - CE Luncheon
May 14, 2026 - CE Luncheon
May 28, 2026 - CE Luncheon
June 11, 2026 - Volunteer Appreciation Dinner
September 28, 2026 - Golf Outing - Little Turtle
Check out the latest version of our newsletter.
Read Version Q1 2026
We are excited to announce that the CFA Institute Investment Foundations Certificate is coming back! Enrollment is now open.
Learn More
Master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset.
Take advantage of CFA Institute in-person, virtual, and on-demand opportunities to learn, discuss, and network with your peers.
This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.
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