Sponsorship Opportunities

We provide events and programs which provide our local society, universities, and the investment industry  a wide range of insightful and engaging regional events. With more than 700 members, at our events you can reach influential investment management practitioners and financial decision makers.

Your firm has the opportunity to gain brand awareness and recognition among leaders of national investment management associations and key decision makers, and to send the message to CFA member society leaders across our region that your firm is available for support in the form of sponsorship, speaker contribution, or other services.​

Sponsorship Opportunities

  • Annual Forecast Event/Dinner​
  • Annual Meeting
  • Investment Conferences
  • Education Luncheons
  • New Charter Holder Ceremony
  • Socials & Networking Events
  • Research Challenge


Forecast Event Sponsorship Packet

General Sponsorship Packet