Upcoming Events

  • Tuesday

    CFASP Luncheon: The Innovation Economy v. The Fed

    Jun 4, 12:00 PM - 01:15 PM (PT)
    The Innovation Economy v. The Fed June 4, 2024 Please join the CFA Society Portland at the  Coopers Hall  on June 4th for a lunch eon with Scott Helfstein, PhD, of Global X ETFs. Investors are warned not to fight the Fed, but what happens when the Fed squares off against powerful structural change in the economy? There is an innovation boom underway in the U.S., and the impact of corporate investment should not be overlooked. Companies are adopting automation technologies like AI and robotics with a potentially tectonic impact to markets and valuations. Scott joined Global X in 2022. He is responsible for delivering actionable insights and innovative investment strategies to clients, researching trends at the intersection of accelerating technological, demographic, and environmental change. Previously, Scott was responsible for building out the ProShares line-up of thematic ETFs. Prior to that, he served as Head of Thematic Portfolios and Co-Head of Market Research and Strategy at Morgan Stanley, launching the firm’s thematic research and portfolios, while managing a team that developed global multi-asset investment advice. Scott also held prior roles at BNY Mellon, Credit Suisse First Boston, and the Federal Reserve Board of Governors. His work has appeared in numerous media outlets including Barron’s, Bloomberg, and Foreign Affairs. Scott is the co-chair of the Business and Security Roundtable at Fordham University’s Center for National Security and is a Fellow at the Center for Cyber and Homeland Security at Auburn University. He served as an Assistant Professor of Social Science at the U.S. Military Academy and the Director of Research at West Point’s Combating Terrorism Center, working across 60 government offices. He is also a member of the Economic Club of New York and was a Term/Corporate Member in the Council on Foreign Relations. Scott holds a Joint Doctorate in Public Policy and Political Science from the University of Michigan, an MA in War Studies from King’s College (London), and a BBA in Finance from The George Washington University. Date:  June 4, 2024 Time:  12:00 to 1:00 - presentation | 1:00 to 1:15 - Q&A New location! Coopers Hall 2218 N.E. Broadway Portland, Oregon 97232 Thanks to the generous sponsorship from Global X ETFs, this luncheon is complimentary for CFASP members. Nonmembers: $50
    Portland, OR, United States

  • Wednesday

    Fifteenth Annual Meeting & Wine Tasting

    Jun 5, 05:30 PM - 07:30 PM (PT)
    Fifteenth Annual Wine Tasting & Annual Meeting We are pleased to share with you the upcoming Fifteenth Annual Wine Tasting and Annual Meeting of the CFA Society Portland, happening on Wednesday, June 5th, 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.   In addition to savoring delicious wines from some of Oregon's finest wineries, each attendee will also receive a 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!   Sponsorship For additional information regarding an exclusive sponsorship opportunity for this event, please  click here . Date:   June 5, 2024 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 order to adhere to OLCC regulations, it is required that attendees be of at least 21 years of age to attend.
    Portland, OR, United States

  • Friday

    Annual Golf Tournament

    Sep 13, 12:00 PM - 08:00 PM (PT)
    Get Ready for the Annual CFA Society Portland Golf Tournament and Dinner on September 13th at Langdon Farms. Dust off your golf clubs and get excited for an amazing event! Each year, this tournament gets better, and this year is no exception. Golfers of all skill levels are welcome to join in the fun. The tournament follows a four-person scramble format, allowing you to create your own foursome. Don't worry if you don't have a group; we can match you with other golfers, providing an opportunity to connect with fellow investment professionals. To help us arrange foursomes, please fill out the questionnaire during registration.
    Aurora, OR, United States