Upcoming Events


  • Friday
    23
    February

    Investment Research Challenge

    Feb 23, 04:00 PM - 06:00 PM (PT)
    Join us at the White Stag on Friday, February 23, 2024, for a special event showcasing the Championship Round of the 2024 CFA Institute Research Challenge. In this round, student teams from various universities, including the  George Fox University, Oregon State University , Pacific University, Portland State University, University of Oregon, University of Portland,  and  Willamette University , will p resent their analysis of Umpqua Bank (Ticker: UMPQ) with guidance from CFA mentors and faculty advisers. The winning team will have the opportunity to represent our society at the Global Investment Research Challenge - Americas' round and potentially the Global Final round in Warsaw, Poland, during the week of May 13th. The Championship round starts at 4 pm, followed by a social gathering featuring heavy hors d'oeuvres at 5 pm. This is a free event.
    Portland, OR, United States

  • Thursday
    29
    February

    CFASP Luncheon: The Case for Middle Market Lending with David Manzano

    Feb 29, 12:00 PM - 01:15 PM (PT)
    Please join The CFA Society Portland at the University Club on February 29th for a lunch eon with David Manzano. U.S. middle market companies represent about a third of the U.S. economy, and we anticipate they will continue to be a robust engine of employment and economic growth. Join us to learn why we believe lending to healthy, resilient U.S. middle market companies backed by private equity sponsors represents an attractive and broad opportunity set in today’s market environment.  David Manzano  joined Golub Capital in 2020 and is a Managing Director on the Product Specialist team. He is responsible for supporting business development and investor relations as a subject-matter expert for the Firm, strategies and products. Previously, Mr. Manzano was a Partner, Managing Director and co-head of the Senior Debt Business in the Private Debt group at AEA Investors, where he was responsible for managing a diverse portfolio of middle market club and syndicated leveraged loans. Prior to this position, he was a Principal and Portfolio Manager at Callidus Capital Management, where he managed several collateralized loan obligations. Prior to that, Mr. Manzano was an investment banker in the Leveraged Finance group at Merrill Lynch & Co. and began his career at The Chase Manhattan Bank. Mr. Manzano earned his BA in Government from Cornell University. He received an MBA in Finance from Columbia University.
    Portland, OR, United States

  • Thursday
    14
    March

    Happy Hour with J.P. Morgan

    Mar 14, 04:30 PM - 06:30 PM (PT)
    Lake Oswego, OR, United States

  • Tuesday
    19
    March

    CFASP Luncheon: Fixed Income Market Update with Samuel Lau

    Mar 19, 12:00 PM - 01:15 PM (PT)
    Please join The CFA Society Portland at the University Club on March 19th for a lunch eon with Samuel Lau. DoubleLine Portfolio Manager Samuel Lau discusses the economy, the markets and his outlook for what he believes may be the best opportunities across the fixed income market for 2024.  Mr. Lau joined DoubleLine in 2009. He is a Strategist on the Fixed Income Asset Allocation (FIAA) Committee and a contributing member on the Global Asset Allocation and Macro committees. Mr. Lau is a Portfolio Manager on DoubleLine’s strategic commodity strategy while working in portfolio management and trading for derivatives‐based and multi‐asset strategies, including DoubleLine's Shiller Enhanced CAPE®, Shiller Enhanced International CAPE®, Real Estate and Income, and Multi‐Asset Trend strategies. He also co‐hosts the Sherman Show (Twitter @ShermanShowPod, [email protected]) and Monday Morning Minutes (Twitter @DLineMinutes, [email protected]) podcasts. Prior to DoubleLine, Mr. Lau was a Vice President at TCW where he worked under Jeffrey Gundlach as a Research Analyst in the Mortgage Group. He holds a B.S. from the University of Wisconsin, Madison and an MBA from the Marshall School of Business at the University of Southern California.
    Portland, OR, United States

  • 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

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