Upcoming Events

CFA Society Phoenix 10th Annual Golf Tournament

CFA Society Phoenix is excited to announce its tenth annual golf tournament! The tournament will take place at Wildfire Golf Club. The event will be limited to 72 players (18 Foursomes). It will be a scramble format as we have done in the past and will have prizes for closest to the pin, longest drive, and longest putt. This event is open to everyone so please don't hesitate to sign up. You may register as a single to be matched with other registered singles or as a foursome where you will have the opportunity to add the names of your group in the registration process. The deadline to register is Wednesday, November 12, 2025. DATE Friday, December 5, 2025 TIME 12:30PM shotgun start LOCATION Wildfire Golf Club at JW Marriott Desert Ridge COST $125/single or $400/foursome

Holiday Happy Hour and Presentation Sponsored by Federated Hermes, Inc.

Members and Candidates: CFA Society Phoenix and Federated Hermes, Inc. invite you to the Hermosa Inn for a Holiday Happy Hour featuring  Phil Orlando's  latest Market Outlook. LOCATION The Hermosa Inn 5532 N. Palo Cristi Road Scottsdale, AZ 85253   DATE AND TIME 12/15/25 4:00pm - 12/15/25 6:00pm US/Arizona   Join us for cocktails and hors d'oeuvres sponsored by Federated Hermes, Inc.

Presentation and Lunch sponsored by EMQQ Global

The Future of Emerging Markets and The Rise of a Digital India The Third Wave of global digitization has reached an inflection point. The conditions and technologies born in Silicon Valley have now spread, evolved, and matured worldwide, creating billions of digital natives and numerous unicorns in all corners of the globe. With the India’s swelling middle class of youthful online consumers as the catalyst, the country stands apart and is poised to lead global growth as it enters a golden age of digital transformation. Understanding the flaws in traditional Emerging Market Investing Why India is the perfect emerging market + diversifier right now How to invest in India's digital transformation Next Wave of the Digital Revolution: LatAm and SE Asia Outlook on China tech and where investors can find opportunities COST FREE for Members and Candidates (includes lunch) REGISTRATION Register by Jan 12 SPEAKER Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global. While he principally considers himself an active “value” investor, he has collaborated with Princeton economist and indexing legend, Dr. Burton G. Malkiel, for more than 20 years. Together Malkiel and Carter founded eInvesting in 1999, a pioneer firm in fractional share brokerage acquired by ETRADE in 2000, and Active Index Advisors, a pioneer in “direct indexing” acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets and they launched several China focused ETFs on the NYSE with Guggenheim Partners.

Inaugural CFA Society Phoenix Pickle Ball Tournament

Get ready to rally! CFA Society Phoenix invites you to our Pickleball Tournament on January 24, 2026, at The Picklr. From 9AM to 1PM, enjoy great matches, great company, and great food and drinks. Whether you are a seasoned player or brand-new to the game, this event promises a fun and active way to connect with fellow members.

20th Annual CFA Society Phoenix Market Forecast Dinner

Join  CFA Society Phoenix  as we host the  2026 Annual Market Forecast Dinner  on  March 3, 2026  at the Omni Scottsdale Resort & Spa at Montelucia.  The Market Forecast Dinner is CFA Society Phoenix's premier event of the year, bringing together over 300 of the Valley’s leading investment professionals and key decision makers for a thought provoking dinner presentation and networking reception. Through the link you will find complete event information including how you can become a sponsor of this influential forum for investment professionals.