Upcoming Events

On-Demand Iris Events

View All Course Options Speed Reading, Memory, Note-Taking & Productivity Reading Mastery for Financial Professionals CFA Exam Prep: Speed Reading and Retention

Annual Meeting & Wine Tasting

We are pleased to share with you the upcoming Fourteenth Annual Wine Tasting and Annual Meeting of the CFA Society Portland, happening on Thursday, June 8th, at The Gerding Theater at the Armory in Portland's Pearl District. This event welcomes both members and nonmembers, and we encourage you to bring a guest along. Date: June 8, 2023 Time: 5:30 to 7:30 pm The Gerding Theater at the Portland Armory 128 N.W. Eleventh Avenue Portland, Oregon 97209 Free for CFASP members and one guest | $40 for nonmembers In addition to savoring delicious wines from some of Oregon's finest wineries, each attendee will also receive a stemless 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! Special thanks to our sponsor!

WR Speaker Series: Infrastructure Investing with Cantor Fitzgerald

Private infrastructure is expected to overtake real estate as the largest real asset class by 2026. Join us to learn about infrastructure’s potential investment benefits, three global megatrends expected to shape our future markets, and Cantor Fitzgerald Sustainable Infrastructure Fund, a continuously offered, closed-end interval fund focused primarily on private infrastructure. WHY INFRASTRUCTURE? GLOBAL OPPORTUNITY Infrastructure improves living standards and supports economic development. Global growth dynamics continue to drive public and private investment in infrastructure pointing to opportunities in areas such as the development and modernization of roads, power networks, water systems, and telecommunication networks.. INCREASING DEMAND The fundamental drivers of infrastructure investment are strong – population growth, climate change, energy transition, urbanization, and digital connectivity. It is estimated that trillions of dollars of investment will be required to meet the world’s infrastructure requirements over the coming decades.2 ATTRACTIVE HISTORICAL RETURNS Infrastructure has historically delivered attractive total returns, a high level of current income, and portfolio diversification benefits due to having a low correlation to traditional securities. REGISTER

WR Speaker Series: Infrastructure Investing with Cantor Fitzgerald

Private infrastructure is expected to overtake real estate as the largest real asset class by 2026. Join us to learn about infrastructure’s potential investment benefits, three global megatrends expected to shape our future markets, and Cantor Fitzgerald Sustainable Infrastructure Fund, a continuously offered, closed-end interval fund focused primarily on private infrastructure. WHY INFRASTRUCTURE? GLOBAL OPPORTUNITY Infrastructure improves living standards and supports economic development. Global growth dynamics continue to drive public and private investment in infrastructure pointing to opportunities in areas such as the development and modernization of roads, power networks, water systems, and telecommunication networks.. INCREASING DEMAND The fundamental drivers of infrastructure investment are strong – population growth, climate change, energy transition, urbanization, and digital connectivity. It is estimated that trillions of dollars of investment will be required to meet the world’s infrastructure requirements over the coming decades.2 ATTRACTIVE HISTORICAL RETURNS Infrastructure has historically delivered attractive total returns, a high level of current income, and portfolio diversification benefits due to having a low correlation to traditional securities. REGISTER

CFASP Luncheon: "Research Affiliates Market Outlook" with Rob Arnott

Please join us at the University Club on June 21 for a luncheon with Rob Arnott, Founder and Chairman of the Board of Research Affiliates. Rob will discuss the impact valuations and inflation have on capital market expectations and asset allocation broadly, as well as the specific impacts to growth and value equities. Rob Arnott is founder and chairman of the board of Research Affiliates. Rob plays an active role in the firm’s research, portfolio management, product innovation, business strategy, and client-facing activities. He is a member of the Investment Committee and the Executive Committee of the board. With Chris Brightman, he is co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds. Over his career, Rob has endeavored to bridge the worlds of academic theorists and financial markets, challenging conventional wisdom and searching for solutions that add value for investors. He has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach to investing. His success in doing so has resulted in a reputation as one of the world’s most provocative practitioners and respected financial analysts. In 2002, Rob founded Research Affiliates as a research-intensive asset management firm intent on delivering innovative and impactful products and insights. Prior to establishing Research Affiliates, Rob was chair of First Quadrant, LP, which he built up from the former internal money manager for Crum & Forster into a highly regarded quantitative asset management firm. He also was global equity strategist at Salomon Brothers (now part of Citigroup), the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and a vice president at The Boston Company. Rob has published more than 130 articles in such publications as the Journal of Portfolio Management, Harvard Business Review, and Financial Analysts Journal, for whom he served as editor in chief from 2002 through 2006. Rob has received eight Graham and Dodd Scrolls, which are awarded annually by CFA Institute to the top Financial Analysts Journal articles of the year. He also has received four Bernstein Fabozzi/Jacobs Levy awards from the Journal of Portfolio Management. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008). Rob received a BS summa cum laude in economics, applied mathematics, and computer science from the University of California, Santa Barbara. Date: June 21, 2023 Time: 12:00 to 1:00 - presentation | 1:00 to 1:15 - Q&A University Club 1225 S.W. Sixth Avenue Portland, Oregon 97204 $ 20 | CFASP Members $30 | Nonmembers

Happy Hour with JP Morgan

Join us for Happy Hour with JP Morgan and learn about the current state of the international equity landscape featuring Anne Balch , Vice President. Our discussion will cover specific country themes and explore why JPM is optimistic about the international markets. Don't miss out on this opportunity to gain valuable insights. Anne is an investment specialist within the J.P. Morgan Asset Management International Equity Group, based in New York. JPM’s International Equities business oversees ~130 equity funds rated 4- or 5-stars by Morningstar and serves 60% of the world’s largest pension plans, sovereign wealth funds and central banks. An employee since 2017, Anne previously worked on the Independent Broker Dealer sales team working primarily with financial advisors in Northern California. Anne graduated from Loyola University Maryland with a BA in Global Studies.