Upcoming Events

Brackets & Balance Sheets: March Madness with CFA Society Nashville

Join your fellow CFA Society Nashville members in kicking off the NCAA tournament at Sports & Social for the first full day of March Madness college basketball games! Registration includes:  · Food & beverage · Reserved section · 33 foot LED media wall and 20+ HDTV’s Date & Time Thursday, March 19 3:00 - 6:00 PM Location Sports & Social 2126 Abbott Martin Road Ste 282 Nashville, TN 37215 Price Members: Free to attend Guests: Free to attend CFA Society Nashville would like to extend our appreciation to Scott Boughton with American Century Investments and Alex Gutierrez with Artisan Partners for sponsoring this event. Register here or click "more info" below to find out more!

Small Business Investment Companies - What are they and why should you care?

Join CFA Society Nashville at Truxton for a morning panel discussion over coffee and pastries with seasoned Small Business Investment Company managers. This conversation will demystify the SBIC structure and explore where SBIC funds fit in the private capital landscape. Panelists will discuss how government leverage affects their investments, the types of businesses and strategies SBICs pursue, and why Nashville has emerged as a hub for SBIC activity. The discussion will also touch on the investor base behind these funds and where SBIC funds can fit within a portfolio.  Date & Time Tuesday, March 24 7:45AM – 9AM Schedule 7:45 AM Arrive / Register 8:00 – 8:45 AM Intro / Panel Discussion 8:45 – 9:00 AM Q&A Pricing Members: Free Guests: $10 Location Truxton Trust 20 Burton Hills Blvd #200 Nashville, TN 37215

From Experimentation to Execution: Practical AI Implementation in Investment Management

In this session, Christina Viglietta, VP of Operations, Americas at MDOTM Ltd., will explore how artificial intelligence can be implemented in practical, measurable ways within Wealth and Asset Management organizations — beyond experimentation. Rather than treating AI as a standalone tool, the discussion will focus on how firms can use it to unify fragmented investment workflows and consolidate a patchwork of platforms into a more centralized, coherent investment system.  Christina will outline how AI can support: AI-driven investment insights to enhance portfolio construction and risk analysis Streamlined operational processes that reduce manual workload across research, monitoring, and rebalancing Automated yet personalized reporting and investment storytelling, helping advisors clearly communicate strategy, performance drivers, and risk positioning to clients Scalable service models that allow firms to grow assets under management without sacrificing quality, transparency, or responsiveness The session will also address the practical challenges of moving from isolated pilot projects to firm-wide integration — including governance, workflow redesign, and change management. Date & Time Tuesday, April 28 12:00 - 1:00 PM CT Location Virtual - Zoom The meeting link will be shared through your registration confirmation email

Volunteer Opportunity: CFA Society Nashville / Junior Achievement Finance Park

We are once again gathering a group CFA Society Nashville Members to spend a day volunteering with Junior Achievement (JA) at their Finance Park program. JA is a nonprofit dedicated to empowering students with the skills they need to own their economic success as they grow up. For the JA Finance Park program , volunteers spend the morning supporting a small group of upper middle school students as they complete a personal budgeting simulation. As students move through the “stations” of the activity, volunteers share about their own career journey and facilitate conversations around personal finance. This program exposes students to a range of careers and encourages healthy financial habits. Note: No prior experience working with students is required; JA provides training at the start of the session to ensure volunteers are prepared. Details When: Wednesday, April 29, from 8:00 AM - 1:30 PM Address: 120 Powell Place, Nashville, TN 37204 Boxed lunch provided by CFA Society Nashville for volunteers Itinerary: Check in, 60-minute training before students arrive, break out into student groups (built in lunch break), 15-minute debrief after students depart Time commitment: 5.5 hours (including training) This is a great chance to connect with other members in a new setting while helping students develop essential life skills. Check out this video or this YouTube Short to get a glimpse of the day. To sign up or learn more, please email us by Wednesday, April 8.