Upcoming Events

In-Person/Online Luncheon: "The Behavioral Portfolio"

Join us for our in-person/virtual luncheon -- "The Behavioral Portfolio" -- on Wednesday, Aug. 5!   Phillip 'Felipe' Toews, author of "The Behavioral Portfolio," shows that conventional portfolios can be obliterated by extended stock market drops or hyperinflation, and require that advisors ignore important historical precedents when building them. He deconstructs investing to ask: What are the core objectives we're trying to achieve? He builds a quantitative framework around investing optimistically but addressing contingencies of significant deflation or inflation.   This luncheon is open to members and non-members. Full-time students can attend for free -- just select the "full-time student" ticket and use your school email address when registering.   Please note the different from usual venue for this luncheon - we're changing things up for this one!   The in-person luncheon will be held at The West Des Moines Marriott. Doors open and a buffet lunch is served at 11:30 AM, and the presentation begins at 12:00 PM.   For the in-person luncheon, please register by July 31.   A virtual option is also available. For those attending virtually, the Zoom presentation will begin at 12:00 PM.

Family-Friendly Member Baseball Outing

CFA Society Iowa members are invited to join us for a Cedar Rapids Kernels game at Veterans Memorial Stadium in Cedar Rapids on Thursday, Aug. 27!   Registration includes an admission ticket, food and drinks. We'll have access to the Party Plaza when the gates open at 5:30 PM. The game starts at 6:35 PM. We'll have food and beverage service from 6-9 PM.   Feel free to bring a guest or your family! Children under the age of five do not need a ticket. If you need more than three tickets to accommodate your family, please contact us at [email protected].   A limited number of tickets are available, so register early! Last day to register is Thursday, Aug. 20.