Upcoming Events

Spring Training Networking Event 2026: Colorado Rockies vs. Detroit Tigers

It's Spring Training Time! CFA Society Phoenix is hosting a networking and social event for its members and candidates and up to one guest on the Leinenkugel's Sundeck at Salt River Fields at Talking Stick. This year's event is a matchup between the Colorado Rockies and the Detroit Tigers.  Food will be provided and there will be a hosted bar. Please register yourself and up to one guest by Thursday, March 12, 2026.

Investment Management: Career Paths, Industry Insights, and Opportunity

Investment Management: Career Paths, Industry Insights, and Opportunity | March 25 at 6PM The W. P. Carey School of Business, in partnership with CFA Society Phoenix, invites you to an engaging panel discussion featuring accomplished investment management professionals. Hear firsthand stories, career insights, and real-world perspectives from industry leaders who have built successful and diverse careers in finance. Designed for students and professionals alike, this event offers a unique opportunity to gain insight into today’s investment landscape, explore career pathways in financial services, and connect with others interested in the field. The evening kicks off with a networking reception from 6-7 P.M., featuring appetizers and non-alcoholic beverages—an ideal setting to meet peers and industry professionals. At 7 P.M., the panel discussion begins, focusing on career opportunities within investment management, practical guidance for entering and advancing in the field, and perspectives from women leaders who are making a meaningful impact across the industry. Expand your network, deepen your industry knowledge, and be inspired by leaders shaping the future of finance. This complimentary event requires advance RSVP, as space is limited. LOCATION Arizona State University Tempe Campus McCord Hall 106- Avnet DATE AND TIME Wednesday, 3/25/2026 6:00pm - 8:00pm COST FREE SPEAKERS Mike Copeland | Senior Portfolio Manager, Private Markets – Arizona State Retirement System Stacy Siewert | Leader, Equity Trading – Edward Jones  Carol Romney | Financial Advisor – Captrust

Happy Hour Sponsored by MFS Investment Management

Members and Candidates: CFA Society Phoenix and MFS Investment Management invite you to a patio happy hour at Pinnacle Brewing Company featuring MFS' Lead Asset Allocation Strategist, Jon Hubbard. Join us for cocktails and catering from Beerded BBQ sponsored by MFS Investment Management!

Presentation and Lunch sponsored by AllianceBernstein

Private Credit: What It Is and Where It Fits Private credit has been in the news lately. That’s nothing new. For years, investors have read about the potential opportunities the asset class offers and how it works. Let’s dig a little deeper into what private credit is, what it isn’t and how it can fit into a diversified investment portfolio. LOCATION The Henry 4455 E. Camelback Rd., Phoenix DATE AND TIME Thursday, 4/16/26 12PM-1PM COST FREE for Members and Candidates (includes lunch) SPEAKER Matthew Hanson Principal, SVP, Head of Private Alternatives Capital Formation North America Mr. Hanson is a principal and senior vice president, leading capital formation in North America for Private Alternatives at AllianceBernstein, including private credit, asset-based finance, opportunistic credit, and commercial real estate debt. He was previously responsible for global fundraising and investor relations for AB CarVal. Based in Minneapolis, he has over 25 years of experience in alternative investments across private credit, commercial real estate, real assets and infrastructure strategies. Prior to joining AB CarVal in 2003, Mr. Hanson was an associate with the Carlyle Group in Washington, D.C. and was a manager at Deloitte & Touche, working in the audit and attestation group. Mr. Hanson served in the South Dakota Army National Guard. Mr. Hanson has a B.S.B.A. with honors in accounting from the University of South Dakota. He is a Certified Public Accountant (inactive).