Upcoming Events

CFASP Luncheon - Managed Futures & Crisis Alpha

We’ll review Managed Futures and the concept of Crisis Alpha, focusing on how these strategies behave during periods of elevated or rising geopolitical risk. The session will highlight their diversification benefits, look at historical performance in volatile environments, and review how trend-following may help complement a traditional portfolio during periods of global uncertainty.  

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.