Upcoming Events

SIGN UP FOR OUR WEEKLY NEWSLETTER

Sign up for our Weekly Newsletter! Get our latest updates on our New Programing and exclusive offerings!

Email: [email protected] (or a pop up form will appear to enter your email address)

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.

REGISTER

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.

REGISTER

VIRTUAL: Small Habits with a Big ROI

“If I offered you an investment that could improve your energy, sharpen your focus, reduce your stress and compound in value every single day... would you invest in it?” – Shruti Garg

 

Success in finance often comes with long hours, mental fatigue, skipped meals and chronic stress. While we spend our days thinking about compounding returns, diversification and risk management, many of us overlook the one asset that powers every decision we make: our body and mind. As finance professionals, we think about long-term returns. But how often do we apply that same mindset to our own health?
Long hours, back-to-back meetings, deadlines and desk work can quietly drain our energy, focus and productivity. The good news? Just like investing, small daily habits can compound into significant long-term returns.

Join Shruti for an engaging session filled with practical tips and tricks to help you stay energized, think more clearly, manage stress and perform at your best. Through relatable finance analogies, personal stories and simple strategies you can implement immediately, you'll learn how to build healthy habits that deliver one of the best ROIs of your career - your health.

REGISTER

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.

REGISTER