Upcoming Events

The Future of the Endowment Model in a Higher-Rate, Lower Liquidity World

Join us for a timely discussion moderated by Meb Faber, Co-Founder and Chief Investment Officer of Cambria Investment Management and author of several books on quantitative and institutional investing, featuring investment leaders from Michigan endowments on The Future of the Endowment Model in a Higher-Rate, Lower Liquidity World . As higher interest rates and constrained liquidity reshape markets, panelists will share how they are adapting asset allocation, private market exposure, and liquidity management to position portfolios for long-term success. This dynamic conversation will explore whether the traditional endowment model is evolving—and what that means for institutional investors today. This event is designed for CFA charterholders and candidates, CAIA members, FPA of Michigan members, and investment professionals seeking practical insights into portfolio strategy in a changing macro environment. Agenda: 4:00 - 4:30 PM Registration  4:30 PM Panel Presentation 5:30 - 7:00 PM Networking with Cocktails and Hors d’oeuvres

"Ex US Marks the Spot" a Global Markets Networking Event

Over the last 14 years, a powerful narrative around the exceptionalism of US equity markets took root. Dominant tech stocks, prolonged low interest rates, and economic stability led to higher returns for US stocks and caused many to question the necessity of international allocations. However, the tide has shifted in the last year; international equities have outperformed. Harding Loevner Portfolio Specialist Hannah Hastings will discuss the recent shift in market leadership and what the next decade might hold for global equity markets. Agenda: 4:00 – 5:30 PM Networking 5:30 – 6:00 PM Presentation 6:00 – 7:00 PM Networking Event Sponsored By: Harding Loevner

Annual Meeting and Golf Outing

Join us for the CFA Society Detroit Annual Meeting and Golf Outing—an engaging day of connection, camaraderie, and community with fellow investment professionals. The event will begin with the Society’s Annual Meeting, where members will receive updates on the organization’s initiatives, leadership, and strategic direction. Following the meeting, attendees will enjoy a round of golf and networking in a relaxed, collegial setting. This signature event provides a valuable opportunity to strengthen professional relationships, exchange ideas, and celebrate the strength of our local CFA community—both on and off the course. Please note: Registration is open exclusively to CFA Society Detroit members. Non-members who wish to participate may do so by serving as an event sponsor. Sponsorship opportunities are available and offer excellent visibility and engagement with our membership. We look forward to seeing you on the course! Find out more about sponsoring this event!