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CFA Society Louisville

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Guest Speaker | Christian Jaeger, Regional Director, Dimensional Fund Advisors

Feb 13, 11:30 AM - 01:00 PM (ET)

Louisville, KY, United States
Webinar Career Series: Organize Your Job Search Campaign and Stand Out from the Competition

Feb 13, 04:00 PM - 05:00 PM (ET)
Securing the Financial Frontier – Cyber Security Trends and Strategies for 2025 and Beyond

Feb 13, 05:30 PM - 08:00 PM (ET)
CFA Society Louisville Local Research Challenge

Feb 25, 02:00 PM - 08:00 PM (ET)

Lexington, KY, United States
Succession Planning: Planning Today to Ensure The Best Exit Tomorrow

Mar 11, 01:00 PM - 01:45 PM (PT)
Webinar Career Series: Exploring Mentorship

Mar 18, 12:30 PM - 01:30 PM (ET)
Level I Derivatives and Alternatives Bootcamp

Mar 22, 10:00 AM - 02:00 PM (PT)
CFA Program Career Webinar Series - Investment Strategist

Mar 25, 08:00 AM - 09:00 AM (ET)
Happy Hour @ Five Iron

Mar 26, 04:45 PM - 06:45 PM (ET)

Louisville, KY, United States
Level II Ethics Workshop - March 2025

Mar 29, 10:00 AM - 11:30 AM (PT)
Revolutionizing Finance: Harnessing AI and Big Data for Asset Management Success

Apr 23, 12:00 PM - 01:00 PM (CT)
Level II Fixed Income April 2025

Apr 26, 10:00 AM - 12:00 PM (PT)
Indianapolis Investment Forum

May 13, 10:00 AM - 05:00 PM (ET)

Indianapolis, IN, United States
Lexington Networking Happy Hour

May 22, 04:30 PM - 06:00 PM (ET)

Lexington, KY, United States
New Member Welcome

May 31, 11:30 AM - 02:00 PM (ET)

Louisville, KY, United States
6th Annual Endowment and Foundation Chief Investment Officer Roundtable

Jun 5, 05:30 PM - 08:30 PM (ET)
35th Annual High Yield Bond Conference

Jun 12, 08:30 AM - 04:30 PM (ET)
June Speaker: Sarah Davasher-Wisdom of Greater Louisville, Inc.

Jun 17, 11:30 AM - 01:00 PM (ET)

Louisville, KY, United States
Level III Essay Writing Workshop - June 2025

Jun 21, 10:00 AM - 12:00 PM (PT)
Level I Ethics Workshop

Jul 12
Level III Ethics Workshop

Jul 19, 10:00 AM - 11:30 AM (PT)
2nd Annual Outsourced CIO Event

Jul 21, 05:30 PM - 08:00 PM (ET)
Economic Indicators with Carlyle’s Chief Economist Jason Thomas

Jul 22, 12:00 PM - 01:00 PM (CT)
Webinar: Sustainable Investing Thought Leadership Group: The Case For Diverse Boards

Jul 30, 12:00 PM - 01:00 PM (ET)
2025 Annual Meeting

Aug 10, 12:45 PM - 04:00 PM (ET)

Louisville, KY, United States
Louisville Breakfast with the Fed—Immigration and the Economy

Aug 21, 08:15 AM - 10:00 AM (ET)

Louisville, KY, United States
Top 10 Tips to Pass the CFA Level I Exam

Aug 21, 10:00 AM - 10:45 AM (PT)
CFA Exam Level 1 Insider Secrets: CFA Society New York and Kaplan Schweser

Sep 11, 06:00 PM - 07:30 PM (ET)
Level II Ethics Workshop

Sep 13, 10:00 AM - 11:30 AM (PT)
Women in Finance: Women in Leadership

Sep 17, 05:30 PM - 08:00 PM (ET)
Stock Pitch Competition

Sep 19, 10:00 AM - 05:00 PM (ET)

Columbus, OH, United States
Seema Sheth, SVP & Regional Executive, Federal Reserve Bank of St. Louis, Louisville Branch

Sep 24, 11:30 AM - 01:00 PM (ET)

Louisville, KY, United States
Professional Development Webinar: How Financial Professionals Can Become Investment-Grade Writers

Sep 24, 02:00 PM - 03:00 PM (ET)
Emerging Manager Summit

Sep 25, 05:30 PM - 08:30 PM (ET)
VIRTUAL CAREER DEVELOPMENT EXPO AND JOB FAIR 2025

Oct 10, 11:00 AM - 05:00 PM (PT)
Webinar Series: The AI Financial Analyst: Hype, Reality, and the Future of Investment Research

Oct 16, 12:00 PM - 01:00 PM (ET)
Level II Fixed Income Workshop

Oct 18, 10:00 AM - 12:00 PM (PT)
Derivatives: Swaps & Forwards & Futures for CFA Level III Candidates (Webinar)

Oct 22, 10:00 AM - 10:45 AM (PT)
Fall Social @ Topgolf

Oct 30, 05:00 PM - 06:30 PM (ET)

Louisville, KY, United States
Sunrise Social

Nov 6, 07:30 AM - 08:30 AM (ET)

St. Matthews, KY, United States
Past Presidents Dinner

Nov 17, 05:30 PM - 07:30 PM (ET)

Louisville, KY, United States
Level III Essay Writing Workshop

Jan 3, 10:00 AM - 12:00 PM (PT)
Career Webinar Series: The Art & Science of Networking: Stand Out & Get Results in the AI Era

Jan 7, 12:00 PM - 01:00 PM (ET)
The Future of Financial Job Search: A Recruiter’s Perspective - Virtual Event

Jan 8, 03:30 PM - 04:30 PM (PT)
Level III Ethics Workshop

Jan 10, 10:00 AM - 11:30 AM (PT)
2026 Market Outlook: Investor Insights & Portfolio Strategy for a Shifting Economy

Jan 13, 01:30 PM - 02:30 PM (PT)
Tips for a Perfect Pitch

Jan 14, 12:00 PM - 01:00 PM (ET)
Overview of the Global Investment Performance Standards (GIPS)

Jan 15, 04:00 PM - 05:30 PM (PT)
Capital Flows in a More Multipolar World

Jan 29, 11:00 AM - 12:00 PM (ET)
Fintech Presents: AI Workshops for Investment Professionals

Jan 29, 04:00 PM - 06:00 PM (PT)
New Year Kick Off

Jan 29, 05:00 PM - 06:30 PM (ET)

Louisville, KY, United States
“Predictably Irrational: The Hidden Forces That Shape Our Decisions” Featuring Dan Ariely

Feb 3, 12:00 PM - 01:00 PM (ET)
The Mirror Test: Financial Planning Blind Spots Investment Pros Often Miss with Their Own Wealth

Feb 4, 12:00 PM - 01:00 PM (ET)
The Stock Pitch Masterclass: Build the Pitch That Gets You Hired

Feb 4, 03:00 PM - 04:30 PM (PT)
Webinar Series: Ethical Decision-Making for Investment Professionals

Feb 25, 12:00 PM - 01:00 PM (ET)
Beyond the dollar: the future of money and reserves

Feb 26, 11:00 AM - 12:00 PM (ET)
Point and Counterpoint Series: Fundamental vs. Technical

Feb 26, 12:00 PM - 01:00 PM (ET)
Local Reserach Challenge

Feb 26, 02:00 PM - 06:30 PM (ET)

Clarksville, IN, United States
Mastering the Level II and III

Mar 7, 10:00 AM - 11:30 AM (PT)
Level II Ethics Workshop

Mar 14, 10:00 AM - 11:30 AM (PT)
Webinar Series: Technology and AI: Impacts on Investment Research and Compliance

Mar 18, 12:00 PM - 01:00 PM (ET)
Adapting governance and allocation to balance risk and opportunity

Mar 26, 11:00 AM - 12:00 PM (ET)
Quantitative Methods 1/2 Day Bootcamp

Mar 28, 09:00 AM - 12:00 PM (PT)
Reinventing due diligence (Member-Exclusive)

Apr 22, 11:00 AM - 12:00 PM (ET)
Point and Counterpoint Series: Mega-Cap Dominance vs. Small & Mid-Cap Resilience

Apr 30, 12:00 PM - 01:00 PM (ET)
The future of family offices

May 19, 11:00 AM - 12:00 PM (ET)

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