The BEAT™ provides a clear, data‑driven link between market events and portfolio implications. Join Eaton Vance and Morgan Stanley Investment Management’s Greg Waterman, CFA, for a timely discussion spanning equities, fixed income, alternatives, and taxes—highlighting today’s macro environment,...
21 May, 2026 | 01:00 PM - 02:00 PM PT
More Information to Come.
08 Aug, 2026 | 07:00 PM - 09:00 PM MT Park City UT
More information to come.
25 Jul, 2026 | 06:00 PM - 10:00 PM MT South Jordan UT
MORE INFORMATION COMING SOON!
23 Jul, 2026 | 12:00 PM - 01:15 PM MT Salt Lake City UT
It’s time to dust off your clubs and get ready for one of our most popular events of the year! All skill levels are welcome in this four-person scramble tournament. You’re welcome to register as a full foursome or individually—we’ll help match solo players with others to ensure a great...
18 Sep, 2026 | 12:00 PM - 08:00 PM PT Aurora OR
We invite our CFA Level III candidates and Charterholders to an exclusive networking event to share experiences, build relationships, and strengthen professional networks beyond the classroom and workplace. Details Date: Friday, 29th May 2026 Time: 6 pm GMT RSVP here ...
29 May, 2026 | 06:00 PM - 08:00 PM UTC Accra
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...
11 Jun, 2026 | 12:00 PM - 01:15 PM MT Salt Lake City UT
Join us out on the great Ohio as we welcome new CFA Society Louisville members on a scenic picnic cruise on the Mary T. Miller riverboat! Picnic cruise and lunch covered for Member + One Guest Saturday, June 13th 12:00-2:00p Please board the boat no later than 11:45a for a...
13 Jun, 2026 | 11:30 AM - 02:00 PM ET Louisville KY
Join us in the heart of the Bluegrass to meet, mix, and mingle with Lexington-area members at the Infinity Rooftop Restaurant & Bar atop the Marriott City Center. Drinks and appetizers provided. Thursday, June 11 150 W. Main Street Lexington, KY 40507 4:00-6:00p
11 Jun, 2026 | 04:00 PM - 06:00 PM ET Lexington KY
Join us for a tour of Angel's Envy Distillery on May 21st, concluding with a tasting and artisanal chocolates. Note, this event is limited to the first 12 registrants. Event Timeline: 5:15p - Tour Attendees Arrive 5:30p - Distillery Tour Registration: For headcount...
21 May, 2026 | 05:15 PM - 06:30 PM ET Louisville KY
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