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TREK FERRY Boat Cruise: 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 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!

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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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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