Upcoming Events

Holiday Social & Charter Awards Ceremony

We’re delighted to announce our annual Holiday Social and Charter Recognition Ceremony, and we warmly invite all our members and their guests to join us. This event will take place on Thursday, December 4th, at Portland City Grill, located on the 30th Floor of 111 S.W. Fifth Avenue, from 5:30 pm to 8:00 pm. This gathering is complimentary for members and their guest and is a fantastic occasion to connect with fellow members of CFA Society Portland and, importantly, to acknowledge the achievements of our newly awarded CFA Charterholders. Special thanks to our sponsors! Presenting Sponsor: Supporting Sponsors:

CFASP Luncheon: Understanding Asset-Based Finance (ABF) with DoubleLine Capital

Join the CFA Society Portland at  CH Northeast  on January 21st for a luncheon featuring Andrew Hsu of DoubleLine Capital. An overview and discussion on the quickly evolving Asset-Based Finance marketplace. What makes Asset-Based Finance an area of interest now and what are its potential benefits for investors ? Speaker Bio Registration

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