Upcoming Events

CFA & CAIA Rocky Mountain Pickleball Event

Join and for an exciting evening of pickleball, networking, and friendly competition at Second Summit Hard Cider Co.. Whether you are an experienced player or trying pickleball for the first time, this event offers a fun and relaxed atmosphere to connect with fellow finance professionals while enjoying food and refreshments. Event Details Date: Thursday, May 28th, 2026 Time: 5:00 PM – 8:00 PM Location: Second Summit Hard Cider Co. Cost: $10 per person Come enjoy an evening of community, conversation, and competition with members and guests from across the investment and alternative investment industries. Spots are limited, so register early to secure your place on the court.

June Luncheon : The Rise of Total Portfolio Approach and its implications for the Industry

Join us for an engaging discussion on how the Total Portfolio Approach is reshaping institutional investing, influencing portfolio construction, governance, and long-term investment strategy across the industry. Drawing on decades of leadership and investment experience, John Bowman, CEO of the CAIA Association, will share insights into the evolving future of asset management and the forces driving change in today’s investment landscape.

July Luncheon with GlobalX

MORE INFORMATION COMING SOON!

Friends and Family Bee's Game

More information to come. 

Deer Valley Concert with Idina Menzel

More Information to Come.