CFA Society Portland

A Member of the CFA Institute Global Network of Societies

​​​CFA Society Portland Thirteenth Ann​ual Investment Strategy Dinner


The CFA Society Portland is pleased to announce its Thirteenth Annual Investment Strategy Dinner, Portland's premier investment event of the year.  Please plan to join us the evening of January 10, 2019, at the Portland Art Museum.  

We are looking forward to seeing you at the upcoming Portland CFA Society Annual Investment Strategy Dinner. It's going to be a terrific evening filled with colleagues and camaraderie. We want to make you aware of an adjustment to the evening's presentation. Our lead speaker, Mr. Howard Marks, is unavoidably detained by some happy family circumstances and will be joining us "live from New York" by video. To round out the evening, we are adding a short hosted segment featuring some of our local luminaries, interviewed by Past President Allen Bond. A snapshot of the evening's agenda is included here.

Allen Bond conducts A Conversation with Howard Marks followed by
            Trends and Innovation – What's New, 2019? Hosted by Allen Bond

5:30     Cocktail Reception

6:30     Dinner

6:35     Welcome by Lisa Massena, CFA and Andy Hoyt, CFA

7:00     Part 1 – A Conversation with Howard Marks, CFA
            Interviewer – Allen Bond, CFA

            Live from New York – Howard Marks shares insights from his current work on market cycles and experience gained over the course of a storied career.

            Part 2 – Trends and Innovation – What's New, 2019?
            Hosted by Allen Bond, CFA

             Innovation drives both opportunity, and risk. What's percolating out there – and how can you use it.

            Guests:

            George Hosfield, Chief Investment Officer, Ferguson & Wellman

            Dougal Williams, Principal and Chief Investment Officer, Vista Capital Partners, and

            William J. Bernstein, PhD, MD, co-principal, Efficient Frontier Advisors

8:20     Concluding Remarks and Raffle for Books