Upcoming Events

  • Wednesday

    CFA Society Seattle New Charter & Holiday Celebration!

    Dec 13, 05:00 PM - 08:00 PM (PT)

    Registration Closes December 6th, 2023 9:00am!

    Join us for the CFA Society Seattle’s New Charter Ceremony & Holiday Party to celebrate the holiday season and welcome our newest charterholders to our local community!

    The doors will open at 5:00 PM to kick off happy hour and networking. At 5:30PM, the CFA Society Seattle board will host the New Charter Ceremony. The ceremony will be immediately followed by the Holiday Party, which includes dinner, drinks, and opportunities to connect with members of our community.

    CFA Society Seattle Members may bring one guest at member price -- the more the merrier!

    Speaker: Michael Thomas, CFA

    M.B.A., University of Colorado, Finance
    Outstanding Graduate Finance Student (Colorado Springs campus)
    B.A., Seattle University, Business Administration, Finance / Economics
    Wall Street Journal Award for Outstanding Finance Student


    Member: $25.00

    Non-Member: $50.00

    Member & one Guest: $50.00

    New Charterholder & one Guest: Free

    Registration links below:



    Member & one Guest (add guest name to "add person" screen) 

    New Charterholder Registration

    (One free guest per New Charterholder)

    ·    Please enter your guests name in the "add person" Screen

    ·    Use code "CFAcharter2023" to receive free entry

    New charterholders must register by November 20th, 2023

    Seattle, WA, United States

  • Tuesday

    CFA Society Seattle Book Club: Venture Deals: Be Smarter Than Your Lawyer and Venture Capitalist

    Dec 19, 05:00 PM - 06:00 PM (PT)

    The book outlines the essential elements of the venture capital term sheet-from terms related to economics to terms related to control. The book dives deeply into how deals are constructed, why certain terms matter (and others don’t), and what motivates venture capitalists to propose certain outcomes. This book is designed to bring transparency to the venture capital funding process and includes such topics as: How to raise money; What terms matter and which ones don’t; How to negotiate a fair deal for everyone; What makes venture capitalists tick, including how they are compensated and motivated; How companies are valued by venture capitalists; How all current structures of funding work, including convertible debt, crowdfunding, pre-sales and other non-traditional methods; How these particular issues change through different stages of financing (seed, early, mid and late); and How to avoid business and legal pitfalls that many entrepreneurs make. It gives a balanced view of the particular terms along with the strategies to getting to a fair deal. In addition to examining the nuts and bolts of the term sheet, the book introduces you to the various participants in the process and discusses how fundraising works.


  • Wednesday

    Retail House View – Macro Themes

    Jan 10, 12:00 PM - 01:00 PM (PT)

    Please join us for Richard Schaupp’s overview of 5 global macro themes driving real estate sector performance - demographics, technology, deglobalization, housing shortage and climate change.

    Richard will present an overview of fundamentals underlying all major asset classes in real estate sector, including detailing changing investment themes that are influencing portfolio allocation decisions. 


    Seattle, WA, United States

  • Thursday

    20th Annual Economic Forecast Dinner

    Feb 8, 04:30 PM - 08:30 PM (PT)

    90% Sold Out!

    The Economic Forecast Dinner is CFA Society Seattle's premier event of the year, bringing together over 300 of the Puget Sound area’s leading investment professionals and key decision makers for a thought provoking dinner presentation and networking reception.  

    Below you will find information on how you can become a sponsor, and purchase individual tickets to this influential forum for investment professionals


    Longevity Literacy for Investment Professionals 

    The world's population is living longer than ever before, with global life expectancy

    rising from 34 years in 1913 to 72 years in 2022. The World Economic Forum suggests that most children in the developed world born since 2000 will live to 100 years and beyond.

    Our featured speakers will share the impacts that trends in longevity will have on healthcare systems, retirement planning, and global financial markets. The speakers will also share tangible takeaways to help our audience and their clients not only live longer, but live healthier and wealthier for longer.

    Speakers: Allyson Tucker, CFA, CAIA & Dr. Jeff Gladden



    Seattle, WA, United States

  • Friday

    SAVE THE DATE: Speaker Van der Linden of Golub Capital

    Mar 1, 12:00 PM - 01:00 PM (PT)

    More info to come!

    Mr. Van der Linden joined Golub Capital in 2013 and is a Managing Director in the Business Development group. He is responsible for managing existing and new client relationships across all investment offerings for the Firm. Prior to joining Golub Capital, Mr. Van der Linden worked at StormHarbour Securities, where he focused on M&A within the CLO and fund management sectors, and led the firm’s new issue CLO practice. Prior to this position, Mr. Van der Linden was a Director in the Financial Institutions and Structured Credit Products groups at Wells Fargo. While at Wells Fargo, Mr. Van der Linden was part of the team that focused on structuring, underwriting, marketing and origination for the CLO and Corporate Synthetic groups, as well as advised asset managers on strategic alternatives and divestiture opportunities. Prior to that, Mr. Van der Linden was a member of the Emerging Assets group in the Asset Securitization division at First Union Securities. Mr. Van der Linden earned his BA degree in Economics from Washington and Lee University.


    Seattle, WA, United States