Upcoming Events

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VIRTUAL: MCP for Financial Workflows

This workshop provides a practical introduction to Model Context Protocol (MCP) and how it can be used to extend the capabilities of various LLMs. We will cover a range of MCPs, from financial data tools to other use cases, and highlight startups building analytics agents and developing their own MCPs to connect with LLMs. Attendees will leave with a clearer understanding of how MCP works and how to apply it across different models and workflows.

Cindy Lin is the Founder of Mindful Data, an AI innovations newsletter focused on applications in quantitative research and finance. She is also a faculty member at WorldQuant University, where she teaches quantitative finance. With over 20 years of industry experience, Cindy has held senior quantitative roles, most recently as Senior Director of Data Sciences and Quantitative Portfolio Manager at Bundles. Her work centers on leveraging open-source and AI tools to streamline workflows and broaden access to careers in finance. Cindy also serves as a committee member of 100 Women in Fintech, where she supports and mentors future financial professionals.

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VIRTUAL: Small Habits with a Big ROI

“If I offered you an investment that could improve your energy, sharpen your focus, reduce your stress and compound in value every single day... would you invest in it?” – Shruti Garg

 

Success in finance often comes with long hours, mental fatigue, skipped meals and chronic stress. While we spend our days thinking about compounding returns, diversification and risk management, many of us overlook the one asset that powers every decision we make: our body and mind. As finance professionals, we think about long-term returns. But how often do we apply that same mindset to our own health?
Long hours, back-to-back meetings, deadlines and desk work can quietly drain our energy, focus and productivity. The good news? Just like investing, small daily habits can compound into significant long-term returns.

Join Shruti for an engaging session filled with practical tips and tricks to help you stay energized, think more clearly, manage stress and perform at your best. Through relatable finance analogies, personal stories and simple strategies you can implement immediately, you'll learn how to build healthy habits that deliver one of the best ROIs of your career - your health.

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Changing Tides: Perspectives from Leaders in Asset & Wealth Management

CFA Society Seattle and Women in ETFs Pacific Northwest are excited to bring back our highly anticipated annual Trek Ferry event on August 20, 2026, proudly sponsored with support from State Street Investment Management.

Join us for an unforgettable evening on the water as we bring together leading voices from both the asset management and wealth management communities for a lively discussion on the trends, opportunities, and challenges shaping our industry today.

Moderated by our good friend Elle Winterson of Citywire, this year’s panel will feature an accomplished group of industry leaders who will share insights on:

- The evolving relationship between asset managers and wealth managers

- Key trends influencing the advisory and investment landscape

- Leadership lessons and career perspectives

- What is top of mind for investors, advisors, and industry professionals heading into 2027

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Beyond the engaging conversation, Trek Ferry provides a unique opportunity to connect with peers, expand your professional network, and enjoy one of Seattle’s most iconic summer experiences.

As locals know, Seattle is undefeated in the summer—and Trek Ferry is one of the reasons why. With breathtaking views, meaningful industry dialogue, and outstanding networking opportunities, this event has become a favorite tradition within the Pacific Northwest investment community.

Space is limited, and this event has sold out in previous years. We encourage you to register early to secure your spot.

We look forward to welcoming you aboard and seeing you on August 20th!

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$25 for CFA and Women in ETF's (WE) Members

$75 for non-members

BOOK CLUB: Abundance: How We Build a Better Future by bestselling authors Ezra Klein and Derek Thomp

Join CFA Society Seattle’s next Virtual Book Club discussion on September 1, from 6-7pm, as we explore Abundance: How We Build a Better Future by bestselling authors Ezra Klein and Derek Thompson. In this timely and thought-provoking book, the authors examine why many of society’s biggest challenges—from housing affordability and infrastructure development to clean energy and innovation—persist despite decades of technological and economic progress. They argue for a new “politics of abundance” focused on building, problem-solving, and creating the conditions for broad-based prosperity. 

For investment professionals, Abundance offers a compelling lens on the intersection of public policy, economic growth, productivity, innovation, and the long-term forces shaping markets and society. Whether you agree with the authors’ conclusions or not, the book provides plenty of material for a lively discussion.

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