CFA Society Oklahoma

CFA Society of Oklahoma Annual Dinner

CFA Society Oklahoma invites you to our 2026 Annual Dinner — the premier gathering of investment professionals, business leaders, and academics from across the state. This distinguished evening will feature Keynote Speaker Ben Carlson, CFA , Director of Institutional Asset Management at Ritholtz Wealth Management. Ben advises institutions and high-net-worth investors on portfolio strategy and is the author of four investing books, creator of the popular blog A Wealth of Common Sense , and co-host of the widely followed Animal Spirits podcast. Known for his clear, practical approach, Ben brings thoughtful insights on markets, investor behavior, and building long-term wealth. Join us for an evening of connection, conversation, and celebration with peers shaping Oklahoma’s investment community.