CFA Society Seattle and Women in ETFs Pacific Northwest are excited to bring back our highly anticipated annual Trek Ferry event 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
PANELISTS:
Tiffany Shifflette, CFA®, CEPA® - Senior Vice President, Wealth Management, Financial Advisor at The Olympic Group at Morgan Stanley
Brie Williams - Global Head of Advisory Solutions and Wealth Intelligence at State Street Investment Management. Co-Head of the Speaker Bureau for Women in ETFs
Katherine Ali - Relationship Manager, Head Sub-Advisory Relationships at DoubleLine
Kathleen Carbone CFP® - Principal and Chief Advisory Officer at Parcion Private Wealth
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!
REGISTER
$25 for CFA and Women in ETF's (WE) Members
$75 for non-members