Upcoming Events

The future of family offices

As wealth transitions and global complexity rises, family offices are being reshaped from within. This webinar explores how modern family offices are evolving their governance, leadership models, and strategic mandates to thrive across generations. Key takeaways for this webinar include: Design effective governance structures that align family purpose with investment execution Plan for succession with clear roles, responsibilities, and generational integration Adapt to new priorities: from impact and innovation to global diversification and transparency

Angel's Envy Distillery Tour

Join us for a tour of Angel's Envy Distillery on May 21st, concluding with a tasting and artisanal chocolates. Note, this event is limited to the first 12 registrants. Event Timeline: 5:15p - Tour Attendees Arrive 5:30p - Distillery Tour Registration: For headcount purposes please register by May 14th; note: this is a members-only event.

Webinar Reminder: Powering What's Next: How Electrification Reshapes Infrastructure Investing

Join us from the comfort of your location at 11:30a ET to  welcome Paul Baiocchi, Head of Fund Sales & Strategy, SS&C ALPS Advisors. Paul will present on  Powering What's Next: How Electrification Reshapes Infrastructure Investing.   Paul Baiocch i spearheads the distribution strategy and execution for the ETF suite at ALPS Advisors. Paul is constantly trying to understand how institutional investors deliver superior client  outcomes by applying technology. Whether it is portfolio software solutions or blockchain and digital assets, he is always looking for the next chapter of the financial services industry. Paul is a  CFA Charterholder, holds an MBA from the University of British Columbia’s Sauder School of Business and a BS in Business Administration from California State University at Chico.

Lexington Happy Hour

Join us in the heart of the Bluegrass to meet, mix, and mingle with Lexington-area members at the Infinity Rooftop Restaurant & Bar atop the Marriott City Center. Drinks and appetizers provided.  Thursday, June 11 150 W. Main Street Lexington, KY 40507 4:00-6:00p

2026 New Member Welcome

Join us out on the great Ohio as we welcome new CFA Society Louisville members on a scenic picnic cruise on the Mary T. Miller riverboat! Picnic cruise and lunch covered for   Member + One Guest Saturday, June 13th  12:00-2:00p Please board the boat no later than   11:45a   for a prompt noon departure. Choose from the following sandwich selections: Ham, Turkey, Roast Beef, Chicken Salad, Pimento Cheese (vegetarian), Greek Veggie (vegan). Register by May 30th  to guarantee your spot – we hope to see you there!