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CFA Society Seattle 22nd Annual Economic Forecast Dinner!

CFA Society Seattle's 22nd Annual Forecast Dinner!

February 10th, 2026 - The Westin Seattle.

Jason Schenker, a top-ranked forecaster, leading voice on a broad range of financial and politico-economic topics, and bestselling author, will discuss key themes impacting outlook for capital markets, while Lisa Kramer, a professor of Behavioral Finance, will present her select research on the evolving field of Behavioral Finance and impact of psychology on financial decision-making.

Members: $150.00

Non Members: $200.00

(Early bird price changes after December 10th)

INDIVIDUAL REGISTRATION

SPONSORSHIP OPPORTUNITIES

WEBINAR: Overcoming the Fear of Failure

Failure may be the most dreaded "F" word — but it shouldn’t be. The fear of failure often stops us from taking meaningful risks, even when those risks are the very paths to growth, opportunity, and transformation. In this engaging webinar, Quinn Texmo will explore the psychology behind fear of failure, the different ways it manifests, and — most importantly — practical strategies to move past it.

What would you dare to do if failure weren’t on the table? Join us to find out how small mindset shifts and intentional practice can help you take bolder steps forward — personally and professionally.

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CFA Society Seattle 2026 Research Challenge & Networking Reception

All are welcome to attend!

If you have an interest in equity research, join us on Monday, February 23rd at 4pm as local university teams compete in the oral presentation for the CFA Institute Research Challenge. 

Following the event, join us for a reception including appetizers, beer, and wine. This is a great opportunity to connect with local investment professionals interested in equity research and participate in this wonderful program put on annually by CFA Society Seattle.

This event is free for everyone

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WEBINAR: AI in Asset Management

Artificial intelligence is rapidly becoming core investment infrastructure—not just a set of experimental tools. Join Joseph Simonian, PhD, editor of AI in Asset Management: Tools, Applications, and Frontiers, for a practitioner-focused webinar exploring how AI is being deployed across the modern investment workflow—from data engineering and signal discovery to portfolio construction, risk management, and governance.

Drawing on cutting-edge research and real-world applications, Joseph will discuss how

 machine learning, deep learning, reinforcement learning, natural language processing, and network theory are reshaping decision-making in asset management. The session will also highlight why explainability, model governance, and ethical AI are now essential for institutional adoption—not optional add-ons.

This webinar is designed for investment professionals seeking a clear, practical framework for understanding where AI delivers real value today—and where the next frontier lies.  

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WEBINAR: AI in Asset Management Book Club

Join CFA Society Seattle’s Book Club for a collaborative AI in Asset Management Book Club, part of our broader spring programming focused on artificial intelligence in investment practice. This interactive session will bring members together to discuss how AI is reshaping the investment process—from research and portfolio construction to risk management, governance, and decision-making.

The discussion will use AI in Asset Management: Tools, Applications, and Frontiers (text found here: AI in Asset Management: Tools, Applications, & Frontiers - Book) as an anchor text, providing a shared framework for exploring real-world applications of machine learning, natural language processing, reinforcement learning, and explainable AI. However, participants are encouraged to engage at whatever level works best for them—whether you attend the related webinar, read selected chapters, read the brief only  (rf_aiinassetmanagement_practitioner-briefs_full-monograph_online.pdf), explore other AI materials, or simply come ready to listen and learn.

This book club follows a webinar with Dr. Joseph Simonian on Friday, February 27, from 2:00–3:00 PM, which will introduce key themes from the book and set the stage for discussion. It also connects to upcoming sessions in our AI series, including a March 18 webinar on creating your own custom ChatGPT and a hands-on, practical AI session on March 26.

Whether you’re new to AI or actively applying it in your investment work, this book club offers a welcoming space to exchange ideas, ask questions, and learn from fellow investment professionals as part of an integrated AI learning experience.

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Asset-Based Credit Investing with Blue Owl & Neuberger Berman

Join us to learn about the $11T opportunity in Asset-Based Finance (ABF), one of the fastest growing areas of private credit. Blue Owl Capital and Neuberger Berman will share their perspectives on how ABF can offer diversification to traditional direct lending strategies/private credit, as well as what type of hard assets, consumer finance, and specialty finance components managers find investable.

Topics of discussion:

·        How deals are sourced and structured.

·        Covenant design and risk protection.

·        Typical spread and risks compared to direct lending.

·        How to position the asset class in client portfolios.

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Seattle Kraken vs. Nashville Predators - hosted by Pitchbook’s Women in Hockey Night

CFA Society Seattle is proud to partner with PitchBook, CAIA, and SAIA, for the 2026 Women in Hockey Night at Climate Pledge Arena—an evening that celebrates leadership, inclusion, and the impact of women across our community. As the Official Financial Data Provider of the Seattle Kraken and Climate Pledge Arena, PitchBook is presenting this special night as part of the Kraken’s Common Threads initiative, which promotes inclusivity and unity throughout the season.

This unique event brings together Seattle’s finance community for connection and celebration, spotlighting women who lead, inspire, and create meaningful change in business and beyond. As part of the evening, CFA Society Seattle will honor Laura Foster, President of CFA Society Seattle, for her exceptional leadership and her positive impact on the broader Seattle community.

Members are invited to attend a pre-game networking mixer with fellow CFA Society Seattle, CAIA and SAIA members, and PitchBook analysts, featuring complimentary food and beverages and a limited-edition PitchBook x Kraken hat. Mixer attendance requires a purchased game ticket.

A limited number of subsidized tickets are available for CFA Society Seattle members at $25, with additional discounted tickets available for non-members.

Non-members may purchase discounted tickets here: PitchBook - Women in Hockey.

MEMBER REGISTRATION

WEBINAR: Work Smarter with AI: Building Your Own Custom ChatGPT Agent for Finance Professionals

Artificial intelligence is becoming an essential productivity tool across the finance profession—from research and portfolio analysis to client communication, compliance support, and workflow automation. The key challenge is knowing how to use AI effectively, responsibly, and in ways that complement professional judgment.

Join Cindy Lin for an interactive webinar on how financial professionals can design and deploy a custom AI agent using ChatGPT to support a wide range of day-to-day workflows. The session will cover current AI tools used in finance, highlight emerging AI agents, and include a live demonstration showing how to build a custom GPT tailored to your specific professional needs.

Attendees will learn how custom AI agents can assist with tasks such as synthesizing research, drafting client materials, summarizing earnings calls and policy documents, generating scenario analyses, streamlining reporting, and improving overall efficiency—while maintaining appropriate governance and human oversight. This webinar is designed to help CFA charterholders and candidates understand how to thoughtfully integrate AI into their practice to enhance productivity and decision-making.

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