Upcoming Events

March Madness Happy Hour

Join us for wild, crazy, fun - check your  bracket and cheer on your team over appetizers and ales! Thursday, March 19th 4:30-6:00p  BoomBozz in The Highlands 1448 Bardstown Road

Adapting governance and allocation to balance risk and opportunity

As global monetary dynamics evolve, the conversation is shifting from currency concerns to governance, policy design, and portfolio construction. This webinar explores how fiduciary responsibility is being redefined through the lens of governance frameworks, investment policy statements, and practical implementation. Our expert panel will examine how investment committees, trustees, and boards are responding in real time, translating macroeconomic shifts into actionable oversight and strategy.

Quantitative Methods 1/2 Day Bootcamp

In conjunction with CFA Society Los Angeles. A Candidate Engagement Advisory Council sponsored event. Come join Andy Berkin, Ph.D, as he reviews Volume 1, Quantitative Methods, from the Level I 2026 CFA Curriculum. CFA® Institute’s Quantitative Methods curriculum introduces the Time Value of Money (TVM), Organizing, Visualizing, & Describing Data, Presentation Concepts, Common Probability Distributions, Sampling & Estimation, Hypothesis Testing, and Introduction to Linear Regression. Quantitative Methods plays a significant role in the CFA exam and is applied across many other areas of the curriculum such as equity investments, fixed income valuation, and corporate issuers. If you’re a Level I Candidate looking for a better breakdown of Quantitative Methods, or if you’re looking to learn how to best apply Quantitative Methods, then this half day bootcamp is for you.

Luncheon: US Rep. Thomas Massie

We invite you to join us for an exclusive luncheon welcoming congressman Thomas Massie  ( KY 4th Congressional District ) to Louisville. Join us for networking and lunch as Representative Massie shares his views on how the current administration's policies and objectives impact the residents and businesses of the Commonwealth. Additional information on congressman Massie’s background can be found here . This special event is brought to you in conjunction with ACG Kentucky and FEI Louisville.

Reinventing due diligence (Member-Exclusive)

As private opportunities proliferate, robust due diligence is critical. Learn what top-tier selection looks like—and how to avoid costly blind spots. Key takeaways for this webinar include: Build an institutional-grade manager selection and evaluation framework. Spot red flags early in opaque private offerings. Strengthen operational due diligence and risk governance.

Dawn at the Downs | Derby Kick Off

Celebrate the start of Kentucky's most famous holiday...Derby Week and network at this early morning event. Rise and shine to watch Oaks and Derby contenders during their AM workouts, and enjoy a buffet breakfast in the Stakes Rooom. Due to capacity limitations, this event is limited to the first 16 registrants. The Society will cover registration for members (plus up to one guest).  Workouts on the Track take place from 7:00-10:00a Dress: Track Casual - v ests, shirts with collars, sweaters,  dresses, pantsuits, dress jeans, dress shorts and slacks are  appropriate, as are golf shorts and capris (jackets and blazers optional). Additional details will be provided to registrants closer to the event date. We look forward to seeing you bright and early on April 27 th !

Point and Counterpoint Series: Mega-Cap Dominance vs. Small & Mid-Cap Resilience

In conjunction with CFA Society Boston. Join us on April 30th for this Mega-Cap Dominance vs. Small & Mid-Cap Resilience session!   A handful of mega-cap names have increasingly dominated major indices, earnings growth, and investor mindshare. But history suggests that leadership concentration is cyclical—and periods of extreme dominance often precede reversals. This session will explore the durability of mega-cap strength, the catalysts that could spark a resurgence in small and mid-cap performance, and the diversification implications of today’s concentrated market structure. Panelists will assess macro, valuation, and innovation trends that may define which segment leads in the decade ahead. 

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