Upcoming Events

CFASP Happy Hour

Join CFA Society Portland for a March Madness Happy Hour at Breakside NW on March 19 from 4:00–7:00 p.m. We’re looking forward to plenty of tournament upsets, though we’re hoping for much less "madness" from the Federal Reserve rate-setting meeting that week.   We’ll be gathering during one of the most exciting weeks of the year to catch the action, connect with fellow investment professionals, and enjoy drinks and snacks in a relaxed, upbeat setting. Whether you’re analyzing Federal Reserve policy or just your bracket’s "dot plot," this is the perfect chance to unwind and reconnect.   A big thank-you to Principal Asset Management for sponsoring the event and helping make the evening possible.   Grab a drink, talk markets (or upsets), and celebrate March Madness with us—we hope to see you there! Location:  Breakside NW  (1570 NW 22nd Avenue, Portland, OR 97210) Date/Time: Thursday, March 19 th  from 4-7PM 

19th Annual Investment Strategy Dinner

We’re thrilled to invite you to the 19th Annual Investment Strategy Dinner—an evening of insight, connection, and exceptional conversation. This year’s featured speaker is Gabriela D. Santos, Managing Director and Chief Market Strategist for the Americas on the Global Market Insights Strategy Team at J.P. Morgan Asset Management. Please join us on Thursday, April 30, 2026, from 5:30 to 8:00 PM at the Portland Art Museum for one of CFA Society Portland’s signature events. We look forward to welcoming you for a memorable night of thought-provoking discussion and networking with peers from across the investment community. >>Registration >>Sponsorship Opportunities Special thanks to our Gold Sponsors:

CFASP Luncheon – Small Cap Perspectives with Royce Investment Partners

We are pleased to host Kavitha Venkatraman, Assistant Portfolio Manager, and Steve Clark, CFA ® , Senior Client Portfolio Manager. This session will provide a deep dive into the small-cap landscape, specifically addressing: Market Outlook: Navigating the current environment and its impact on small-cap performance. Dispelling Myths: Fact-checking common misconceptions about this asset class. Strategic Opportunities: A look at where Royce is identifying high-conviction value in today’s market.

CFASP Luncheon: How to make sure you’re not shopping at the 99-cent store: Considerations for Value

Join the CFA Society Portland at  CH Northeast  on May 21st for a luncheon featuring Mitchell Firestein of Avantis Investors. Financial science and our understanding of what drives asset prices have evolved considerably. The implications on the financial services industry have also been significant, including the introduction of passive index funds, single-factor, and multi-factor strategies. Has factor-building been overdone, and are there risks to becoming too factor focused? Recent studies have highlighted that the rise in indexing has been driven by asset class segment, or non-total market index funds. While index-based strategies offer transparency in exposures, any non-total market index involves active decision making in both design and ongoing execution. This presentation will explore the design implications of various types of systematic strategies and introduce an expected return framework based on valuation theory.

Seventeenth Annual Wine Tasting & Annual Meeting

We are pleased to share with you the upcoming Seventeenth Annual Wine Tasting and Annual Meeting of the CFA Society Portland, happening on Wednesday, June 11th, at  Amaterra Winery . This event welcomes both members and nonmembers, and we encourage you to bring a guest along.   In addition to savoring delicious wines, each attendee will also receive a Riedel tasting glass to take home as a memento. This is an event you wouldn't want to miss out on. Register today to secure your spot!