Upcoming Events


  • Wednesday
    3
    April

    CFASP Luncheon: Using Financial History to Improve Your Investment Decisions with Mark Higgins

    Apr 3, 12:00 PM - 01:15 PM (PT)
    Please join The CFA Society Portland at the University Club on April 3rd for a lunch eon with Mark Higgins, CFA,  CFP® . Investing is a game of repetition, yet most investors fail to see the repetitions because comparable events are often separated by many decades. Therefore, even the most experienced investors often lack the required knowledge to understand current events. The only reliable remedy is to study financial history and manually extend one’s memory of the past.
    Portland, OR, United States

  • Tuesday
    9
    April

    Seventeenth Annual Investment Strategy Dinner

    Apr 9, 05:30 PM - 08:00 PM (PT)
    We're excited to announce the new date for the Seventeenth Annual Investment Strategy Dinner, brought to you by CFA Society Portland. Join us for this prestigious investment event on the evening of April 9, 2024, at the Portland Art Museum. It's an opportunity you won't want to miss, bringing together industry professionals from across the board. Featured Speaker: Michael W. Arone Chief Investment Strategist State Street Global Advisors
    Portland, OR, United States

  • Wednesday
    24
    April

    Inaugural Women in Finance Forum

    Apr 24, 04:30 PM - 06:30 PM (PT)
    Join us for an exclusive opportunity to connect with influential women in Portland's financial industry at the Women in Finance Forum. This collaborative event, brought to you by CFA Society Portland , Portland Women in Investment Management , Women in ETFs , Women in Financial Services , and We Inspire Promote Network , aims to empower and inspire women to excel in finance. The Women in Finance Forum aims to achieve three primary goals: firstly, to expand membership by attracting new members to each participating organization, thereby fostering a stronger community of women in finance. Secondly, the forum endeavors to drive a meaningful shift in industry metrics by actively encouraging more women to assume positions of responsibility within the financial services sector, thereby promoting positive change in gender dynamics. Lastly, through collaborative efforts among the hosting organizations, the forum seeks to provide unique value to its members by pooling resources and expertise, thereby fostering growth and advancement opportunities for women in the finance industry.
    Portland, OR, United States

  • Wednesday
    8
    May

    The Case for Insurance Linked Securities and CAT Bonds as uncorrelated sources of risk, return and l

    May 8, 12:00 PM - 01:15 PM (PT)
    Please join The CFA Society Portland at the University Club on May 8th for a lunch eon with Joseph Morgart of Amundi Asset Management. As asset allocators look to create diverse and resilient portfolios by accessing uncorrelated sources of both risk and return, the value proposition of insurance-linked securities has continued to gain market awareness and acceptance.    Over the past several years, insurance-linked securities have continued to demonstrate as an attractive source of uncorrelated risk/adjusted returns as compared to many traditional and alternative asset classes.  Insurance-linked securities has continued to be a structurally uncorrelated asset class. This has been displayed in the current market, as well as over its long-term history. In addition, there are a host of other favorable market trends in insurance-linked securities that continue to make us very constructive for this asset class over the foreseeable future. This presentation will provide an overview of ILS, market history and trends, asset allocation considerations and other important considerations about this asset class. Joseph Morgart is a Vice President and Client Portfolio Manager at Amundi US. He focuses primarily on alternative investment strategies. Prior to joining Amundi US, Joseph was a Senior Vice President at Fidelity Investments, where he focused on the firm’s alternatives capabilities. He led the firm’s efforts to build and develop its alternatives infrastructure, including product development, product management and operational support. He was responsible for communicating portfolio strategy, positioning and performance to investors and consultants for the firms alternative investment strategies, and was a firm spokesperson at industry conferences. Prior to Fidelity, Joseph was Co-Founder and Managing Partner of Boldwater Capital Management, an alternative investment firm focusing on high yield credit and arbitrage strategies for institutional investors. Prior to Boldwater he was a Vice President at Deutsche Banc Alex. Brown where he implemented an alternative investment- focused business platform for institutional clients. Joseph is Chair of the Finance and Investment Committee and the Treasurer of The Landmark School. Mr. Morgart serves as the Chair of the Board for the Jewish Big Brother Sister Endowment. He also serves as a member of the Investment Committee of Combined Jewish Philanthropies. He is a guest lecturer at The Sloan School of Management at MIT. He has a B.A. from Johnson State College in Johnson, Vermont, and an M.B.A. in Finance from Northeastern University.
    Portland, OR, United States