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

Financial & Valuation Modeling Boot Camp

Learn Financial Modeling, Valuation, DCF, M&A and more! For finance professionals and those looking to break into investment banking, corporate finance, equity research, this boot camp will teach you how to build financial and valuation models the way it’s done on the job. Used by Top Financial Institutions Led by experienced finance professionals, this is the same training program used to prepare incoming analysts and associates at top financial institutions. $250 | CFASP Members $500 | Nonmembers

BYO Lunch: Impact Investing that Works for Everyone

Most advisors and institutions struggle to know where to begin when a client expresses interest in impact investing. With growing client demand for impact investing opportunities beyond ESG, and a plethora of market rate impact investing opportunities available, there is a huge opportunity to delight clients with market rate impact portfolios. Curious on how to do this? Join us for a conversation with a panel of investors currently involved in impact to understand how you can begin to construct an impact-oriented portfolio. · How does an investor develop an Impact Investment Strategy? – Our panel will give real world examples of how investors developed their strategy. We’ll discuss how to manage risk tolerance, liquidity needs, and impact priorities all while maintaining a target portfolio rate of return. · How does an investor implement an Impact Strategy? We’ll cover everything from portfolio sourcing, diligence, implementation, ongoing monitoring and reporting – both financial and impact. We’ll give real world examples as to how opportunities were identified, diligenced, and the financial + impact outcomes. · Q + A Discussion will be hosted by Jesse Simmons, CapShift’s Managing Director of Research and Advisory and a panel of experienced impact investors. CapShift is a technology enabled, research and advisory platform. Capshift was founded by MissionPoint Partners, an impact investing manager and advisor focused on environmental solutions; Jacques Perold, former President of Fidelity Research & Management Company; and the Heron Foundation, a pioneering impact investor championing people, places, and enterprises who challenge broken conventions and dare to change. CapShift’s investors include leading family offices, foundations and other impact investing institutions, including Spring Point Partners, the Grantham Foundation for the Protection of the Environment, Omidyar Network, Jesse Fink, Kat Taylor, Gratitude Railroad, Impact Investors, and Brazen Impact. CapShift’s investor community also includes the co-founders or former heads of leading fintech and investment firms Bain Capital Europe, Aperio, and Addepar – as well as a number of other mission-aligned investors. Shortly after founding, CapShift acquired the pioneering impact investing platform ImpactUs Marketplace, which was supported by several leading community development financial institutions and national foundations. Jesse Simmons helps lead the investment research team and advisory practice at CapShift. Jesse previously served as Senior Investment Analyst and Impact Advisor at Align Impact, where he managed due diligence on private investments and helped clients discover and act on these opportunities. Jesse began his career at the World Bank, where he focused on development effectiveness in Sub-Saharan Africa, and subsequently worked at Dalberg Global Development Advisors, a mission driven consulting firm bringing innovation to development. Jesse has a Master of International Business from The Fletcher School at Tufts University with a focus on finance and econometric impact evaluation.

Western Region Webinar: Bank Failures, Bond Volatility, and Managed Futures - A Trend Following Work

In volatile markets, being flexible is key. Low correlation to equities and positive skew in risk-off markets is equally as important. This is why we believe a managed futures strategy like the KFA Mount Lucas Managed Futures Index Strategy ETF (Ticker: KMLM) can be one of the most important tools in an investor's toolkit. Few managers have th e breadth and depth of experience as our partners at Mount Lucas, who launched the industry’s first alternative beta index, the MLM Index back in 1988. Join Mount Lucas' Ray Ix and Gerald Prior and and KraneShares' Bill Fagan for a trend-following workshop where they will discuss year-to-date managed futures return drivers, how they approach trend-following, and what sets KMLM apart from its peers. Speakers Bill Fagan , Head of West Coast, Krane Funds Advisors, LLC Bill Fagan joined KraneShares in 2017 and lead’s the firm’s efforts on the Western U.S. & Canada with Private Wealth & Institutional investment communities in the region. He has spent his career helping professional investors build portfolios to solve the needs of their clients. His expertise spans investment strategy, portfolio construction, exchange traded products, trade execution/guidance, and retirement solutions. Prior to joining KraneShares, Mr. Fagan worked at BlackRock with a focus on both traditional and alternative investment strategies. He received his Bachelors in Science from Duquesne University, with a focus on Finance & Investment Management. Gerald Prior, III , COO, Senior Portfolio Manager, & Managing Partner, Mount Lucas Management LP Jerry began his tenure at Mount Lucas in 1997 as a trading assistant and went on to lead the initiative to enhance the technology and systems integration on the firm’s trading desk. In addition to having served as the portfolio manager for the MLM Index™ and MLM Symmetry™ Funds, and for custom quantitative managed accounts, Jerry today serves as the firm’s Chief Operating Officer. He has a particular expertise in the development, implementation, and oversight of the firm's proprietary models, and their execution through the trading operation. Jerry graduated cum laude from Villanova University with a B.S. in Mathematics. Raymond Ix, Jr. , Chief Client Officer & Managing Partner, Mount Lucas Management LP Ray joined Mount Lucas in 1989. He is a principal of the firm as well as a member of the investment committee and shares the responsibility of determining the firm’s investment strategy. He also plans and directs the firm’s marketing and client service efforts. Prior to Mount Lucas, he was employed by Little Brook Corporation, where he implemented technical trading systems operated by the firm. Before joining Little Brook, Ray was the Fixed Income Administrative Manager at Delaware Management Company. He received a B.S. in Accounting from Saint Joseph’s University. Ray currently serves as Chief Client Officer and head of institutional relationships. Pricing Free | Members & Nonmembers

CFASP Luncheon: "Rethinking Emerging Markets for the Next Decade of Global Growth" with Kevin T. Ca

Please join us at the University Club on May 24th for a luncheon with Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global . The Third Wave of global digitization has reached an inflection point. The conditions and technologies born in Silicon Valley have now spread, evolved, and matured worldwide, creating billions of digital natives and numerous unicorns in all corners of the globe. With the developing world’s swelling middle class of young online consumers as the catalyst, new innovative companies are just now going public, which is sparking a golden age of digital transformation for Emerging Markets. Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr. Burton Malkiel, for more than 20 years. Their work together began in 1999 with the development of e-Investing, a pioneer firm in fractional share brokerage that was acquired by ETRADE in 2000. In 2002 they founded Active Index Advisors, a pioneer in so-called “direct indexing” that was acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets with Dr. Malkiel’s publishing of “Investment Strategies to Exploit Economic Growth in China” and the subsequent book, From Wall Street to the Great Wall . Working with Guggenheim Partners, they launched several China focused ETFs on the NYSE. Date: May 24, 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

CFASP Luncheon: "Avoiding Losses from Securities Fraud: Lessons from History" with James Park

UCLA School of Law Professor James Park will discuss his new book on the history of securities fraud regulation. The Valuation Treadmill: How Securities Fraud Threatens the Integrity of Public Companies examines case studies of major securities frauds from the 1970s to the present involving companies such as Penn Central, Apple, Enron, Citigroup, and General Electric. It identifies common methods that public corporations use to deceive investors and how the law protects investors from securities fraud. The hope is that by understanding how securities fraud works, the audience will have a better understanding of how to avoid losses from fraud. Professor Park will also discuss recent cases involving FTX, Theranos, and Nikola. James Park is Professor of Law at UCLA School of Law. He is an expert on corporate law and securities regulation. After graduating from Yale Law School, Professor Park clerked for federal judges and practiced law in New York City at a law firm and then as an Assistant Attorney General in the Investor Protection Bureau of the New York State Attorney General’s Office Date: June 1, 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

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