Upcoming Events

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

For many advisors, indexing has become a default way to access the broad market, but the time has come to apply real scrutiny to this approach. For much of the past 50 years, index funds have been a net positive for investors, who have moved from expensive and concentrated conventional active strategies to a more diversified and low-cost option. As trillions of dollars have flown into index funds, though, their limitations have become more apparent.  Index funds may not be as passive or as low-cost as they appear. Their rigid trading—with the goal of minimizing tracking error (a common measure of performance deviation between a portfolio and a benchmark)—can create a performance drag that is not captured in fees and expenses. The science of investing has advanced, and institutional investors should demand better solutions to meet their needs.

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

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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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2026 17th Annual Golf Tournament

Please join us for another exciting year at our annual golf tournament.

Returning to Bellevue Golf Course for our 17th annual golf event, this is one of the most popular gatherings on our calendar and a great chance to connect with fellow members and the broader investment community.

The day kicks off with a welcome luncheon featuring a presentation on a timely investment topic from our platinum sponsor, followed by a four-person scramble tournament. We encourage golfers of all skill levels — form your own foursome or let us match you up with other investment professionals in the field. Once play wraps up, the fun continues at the clubhouse with raffle prizes, food, drinks, and networking, capped off by our annual “putting for wine challenge!”

We are also offering an afternoon golf clinic for anyone who would like to join the event without playing in the tournament. Led by the instruction staff at Bellevue Golf Course, it runs from 4:00 to 6:00 PM. The clinic finishes just as the summer social begins, so clinic participants head straight over to the clubhouse for the evening program.

Whether you’re a seasoned golfer or just looking to enjoy an afternoon out, we’d love to see you there. CFA candidates are warmly welcome. Please reach out to [email protected] for member pricing codes. See you on the course!

SINGLE Golfers:
Member: $50.00
Non-Member: $110.00
Use this link to register:

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After Registering, please email Ryan Mills if you would like to be placed on a team or have a preferred partner.

FOURSOMES:
Members: $175.00
Non Members: $375
All ready have a team? Use this link to register:

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(indicate players names during registration)

GOLF Clinic
4:00-6:00PM
Not interested in playing 18? Register for the afternoon golf clinic instead. With instruction from the Bellevue Golf Course staff, this includes instruction and admission to the summer social.
Member:$50.00
Non-Member: $110.00

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Lunch Presentation Only
Come for lunch and a presentation from our sponsor. No golf, no social.
12:00pm to 1:00pm
Members: $10.00
Non-Members: $25.00

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Social Only

Enjoy great food and drinks during the networking only portion. Enter the putting contest for your chance to win prizes!
6:00pm - 8:00pm
Member: $10.00 
Non-Member: $25.00

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VIRTUAL: AI in Action: Investing in the Future and Creating Value Today

In this virtual panel discussion, we will explore two key dimensions of AI: how it is being used to drive operational improvements and value creation across portfolio companies, and the investment opportunity set across the AI ecosystem.

The conversation will focus on practical applications, emerging trends, and the frameworks investors are using to identify durable opportunities in a rapidly evolving landscape. 

Speaker(s) Bio:

Hannah Baker joined KKR in 2017 and is a Director on the Tech Growth team. Since joining KKR, Ms. Baker has held a number of positions including as an investor for the Tech Growth and Real Estate teams and a rotation as Chief of Staff to Co-CEO, Joe Bae. Ms. Baker is currently a member of the Board of Directors for portfolio companies NetSPI and Nasuni. Prior to joining KKR, she worked at Evercore Partners in their investment banking division and began her career in RBC’s investment banking division. She holds a Bachelor of Arts from Ivey Business School, Western University, Canada.

Matthew Koelliker joined KKR in 2024 and is a member of the Global Client Solutions team, focusing on business development and capital raising activities for institutional investors across the Western U.S. Prior to joining KKR, Mr. Koelliker was the president of M360 Advisors, a private credit investment manager focused on commercial real estate debt. Previously, he held various investment-related roles at PIMCO and Goldman Sachs. He earned a B.S. at Brigham Young University and an M.B.A. from the Anderson School of Management at UCLA. Mr. Koelliker is a CFA charterholder. 

Sam Jones joined KKR in 2019 and is a member of the KKR Capstone team, where he partners with the Tech Growth team to lead portfolio value creation efforts and evaluate investment opportunities. Since joining KKR, he has worked with portfolio companies, including Outsystems, Level Access, ReliaQuest, o9 Solutions, Leapwork, Feedzai, and OneStream. Mr. Jones worked in KKR’s Menlo Park office from 2019 to 2021 before transferring to San Francisco. Previously, he was at the Boston Consulting Group where he worked across restaurants, hotels, retailers, and technology businesses. He holds a Bachelors with Distinction in both Economics and Psychology from the University of North Carolina (Phi Beta Kappa) and a Master's in Business Administration from the Stanford Graduate School of Business.

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This event is free for everyone