Boat Cruise - Riding Market Waves into Private Wealth

CFA Society Seattle Women’s Network and Women in ETFs Pacific Northwest are thrilled to invite you to a unique summer event you won’t want to miss: “Riding Market Waves into Private Wealth,” curated by Citywire.

Set against the stunning backdrop of Seattle summer, this event combines insightful discussion with classic Pacific Northwest fun. Join us for a lively Trek Ferry cruise across Lake Union featuring a star-studded panel of industry leaders:

• Anne Marie Stonich, Chief Client Experience Officer and Board Member, Coldstream Wealth Management
• Michelle Mathieu, Chief Executive Officer and Chief Investment Officer, Fulcrum Capital
• Glenn Champion, Portfolio Manager, Blackstone
• Jeffrey Sherman, Deputy Chief Investment Officer, DoubleLine Capital
• Moderator: Elle Winterson, Head of Professional Buyer and RIA Audience Development, Citywire

Together, they’ll dive into key macroeconomic themes, geopolitics and more including the evolving landscape of wealth management—what today’s advisors are facing, and how to stay ahead.

This is more than just a panel—it’s a celebration of community, connection, and learning, all while cruising through one of the most beautiful backdrops to spend a summer PNW evening.

REGISTER