Upcoming Events


  • Wednesday
    23
    September

    Active vs. Passive Investment Management - an Ongoing Debate

    Wed, Sep 23, 03:00 PM - 05:00 PM (MT)
    CFA Society of Phoenix will be joined by Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, for an intriguing debate on the merits of active investment strategies vs. passive investment strategies.
    Paradise Valley, AZ, United States

  • Monday
    2
    November

    CFA Society Phoenix and Central Arizona Estate Planning Council Joint Event

    Mon, Nov 2, 05:00 PM - 07:30 PM (MT)
    Please join Goldman Sachs Managing Director John Tousley, CFA, Global Head of Market Strategy, for a lively discussion on the state of the economy and financial markets. COST (includes dinner) Free for members $50 non-members/guests
    Scottsdale, AZ, United States

  • Wednesday
    18
    November

    New CFA Charterholder Ceremony

    Wed, Nov 18, 06:00 PM - 09:00 PM (MT)
    Join us to celebrate our new CFA Charterholders! You are invited to a ceremony and congratulatory dinner to celebrate the achievements of our newest CFA Society Phoenix Charterholders. LOCATION Paradise Valley Country Club ,  7101 N Tatum Blvd, Paradise Valley, AZ 85253 DATE AND TIME Wednesday, 11/18/2026 6:00pm - 9:00pm COST Free for New Charterholders and guests SPONSOR John D. Richardson, CFA
    Paradise Valley, AZ, United States

Interested in Volunteering? 

Please reach out to CFA Society Phoenix for more information. 

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