Upcoming Events

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Books and Wine

Join us for an engaging in-person discussion of Collapse: How Societies Choose to Fail or Succeed by Jared Diamond.

In this thought-provoking book, Diamond explores the environmental, political, and cultural factors that have shaped the fate of civilizations throughout history—from the downfall of the Maya to modern-day challenges facing nations around the world. Together, we’ll examine what causes societies to thrive or crumble and reflect on the lessons this analysis offers for our own future. Come ready to share your insights, enjoy great conversation, and connect with fellow readers in a welcoming setting!

June 30
6:00 PM
Barrels Wine Bar  

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Beyond the Expense Ratio: The Real Cost of Index Fund Investing

Indexing is generally low fee, however not necessarily low cost, we’ll showcase the active decisions that go into design and management of index funds and share a better approach to capturing higher after-tax returns.

Rob Harvey, CFA® will be presenting on our updated research quantifying the costs associated with indexing.

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CAPITAL MARKETS SUMMIT...AT A SUMMIT"

Attention Hikers! Join CFA Society Seattle for the return of one of our most unique member events: the Capital Markets Summit at a Summit.

We’ll hike to the top of West Tiger Mountain #3 alongside industry experts from Thornburg Investment Management, Russell Investments, and State Street Investment Management for a discussion focused on today’s capital markets and trading environment.

Topics will include ETF liquidity, market makers, pricing dynamics, best practices for equity and fixed income trade execution, and lessons learned from decades of experience on institutional trading desks.

The presentation will take place at the summit, followed by a “Liquidity Event” via networking, pizza, and refreshments at Formula Brewing in Issaquah once we hike down the mountain.

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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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