Upcoming Events

  • Thursday

    Greater Tennessee Research Challenge Dinner

    Feb 29, 05:00 PM - 07:30 PM (CT)
    The Greater Tennessee Research Challenge competition will take place at AllianceBernstein on Thursday, February 29 with a dinner to follow at Sixty Vines from 5:00 - 7:30 PM.  The dinner is an opportunity to network with students, faculty, volunteers, and CFA Society Nashville members.  Please register by Wednesday, February 14.  
    Nashville, TN, United States

  • Thursday

    The Diversity Dividend

    Mar 28, 11:45 AM - 01:00 PM (CT)
    Please join us for a lunch event, The Diversity Dividend, with Meredith Jones, on Thursday, 28 March at Thistle Farms. Meredith is an internationally-recognized researcher, writer, and speaker. She is a well-known expert in the investment industry with 20+ years of experience. With her wit and insight, Meredith will share with our audience lessons about the virtues of the “diversity dividend”. This session will focus on the myriad ways that diversity can positively impact investors and advisors, from creating differentiated return streams to business development opportunities. Capitalizing on the DEI opportunity set requires rethinking the way we do business, including hiring, promotion, manager research and marketing. But the rewards for doing the work can pay a significant diversity dividend. DATE AND TIME Thursday, March 28 11:45 AM - 1:00 PM CT LOCATION Thistle Farms 5122 Charlotte Pike Nashville, TN 37209 PRICE Members: free Non-members: $25.00 Registration will close on Monday 25 March
    Nashville, TN, United States

  • Thursday

    How Fintech Is Changing the Wealth and Retirement Investment Landscape

    Apr 18, 11:45 AM - 01:00 PM (CT)
    CFA Society Nashville invites you to our panel discussion, How Fintech Is Changing the Wealth and Retirement Investment Landscape, on Thursday, April 18 at 11:45 AM at the Virgin Hotel. Advancements in technology are providing greater access to customized wealth management and retirement services. Join us as we speak with three business leaders who are changing the landscape for retirement investing, direct indexing, and fixed income trading.  Panelists include: Jodan Ledford, Former Chief Executive Officer of Smart, Erkko Etula, PhD, CEO and Co-Founder of Brooklyn Investment Group, and Markus Aakko, CFA, Head of Business Solutions with Bondit.  Moderated by: Ronit Walny, CFA DATE AND TIME Thursday, April 18 11:45 AM - 1:00 PM CT SCHEDULE 11:45 AM Arrival / Registration / Buffet Lunch 12:00 PM Panel Discussion 12:45 - 1:00 PM Q&A LOCATION Virgin Hotel, Maybelle Room 1 Music Square W Nashville, TN 37203 PARKING Valet parking - please bring your parking ticket to the CFA Society Nashville registration desk for validation PRICE Members: free Non-members: $25.00 Registration will close on Friday, April 12
    Nashville, TN, United States


More information on how you can support us is coming soon. 

If you are interested in becoming a sponsor, please contact Angie Brown at [email protected]