Upcoming Events

Women in Insurance & Financial Services 2026 #Thrive Conference

Women in Financial Services (WIFS)  National will host its annual   Thrive Conference   in Portland this September. This year's conference,   Bold By Nature , will be held at the Downtown Portland Hilton, with programming beginning the evening of September 15 and continuing through September 17. As a courtesy to CFA Society Portland members, WIFS has provided a special registration discount. Use code   WIFFPDX2026   to receive $50 off full conference registration (member or non-member rate) or $30 off a one-day registration. Additional conference details, including speakers and session topics, will be available soon. In the meantime, you can learn more and register here: WIFS Thrive Conference 2026

Annual Golf Tournament

It’s time to dust off your clubs and get ready for one of our most popular events of the year! All skill levels are welcome in this four-person scramble tournament. You’re welcome to register as a full foursome or individually—we’ll help match solo players with others to ensure a great round and plenty of networking. Be sure to complete the questionnaire during registration so we can coordinate teams.

CFASP Luncheon: An Active vs Passive Debate

CFA Society Portland is thrilled to host an exciting debate on one of the investment world’s most enduring questions: Active vs. Passive Investing. Join us over lunch for an afternoon of networking, insightful debate, and member participation as Michael Green, CFA, Chief Executive Officer and Chief Investment Officer at Tier1 Alpha Asset Management, champions the active side against Joseph Nelesen, PhD, Head of Specialists, Index Investment Strategy at S&P Dow Jones Indices and a key contributor of the renowned SPIVA (Index vs Active) research. Moderated by CFASP’s own Joe Herrle, CFA. This lively panel will feature robust discussion, audience Q&A for members to engage directly, and plenty of networking opportunities.

CFASP Luncheon: Concentrated Stock Positions: Strategies for Diversification, Tax Management, and Ri

Concentrated stock positions present one of the most challenging portfolio construction problems, requiring investors to balance diversification objectives against tax consequences and liquidity needs. Led by Eaton Vance and Parametric, this session will compare a range of tax-aware and risk-management solutions while providing a framework for evaluating which approach may be most appropriate under varying client circumstances.