Upcoming Events

Before It’s Too Late: Using Lumber and Gold To Actively Manage Stocks and Bonds

Michael A. Gayed authored five award-winning white papers on stock market anomalies from 2014 to 2020, one of which is the 2015 Founders Award study titled “Lumber: Worth Its Weight in Gold Offense and Defense in Active Portfolio Management.” His paper documents how Lumber and Gold can be used as signals for managing investment portfolios. This eye-opening research focuses on the predictive power of two seemingly unrelated commodities which provide important information on the economic cycle, and risk-seeking behavior in various assets. His work has important implications for both asset allocators and active managers.

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WR Speaker Series: Infrastructure Investing with Cantor Fitzgerald

Private infrastructure is expected to overtake real estate as the largest real asset class by 2026.

Join us to learn about infrastructure’s potential investment benefits, three global megatrends expected to shape our future markets, and Cantor Fitzgerald Sustainable Infrastructure Fund, a continuously offered, closed-end interval fund focused primarily on private infrastructure.

WHY INFRASTRUCTURE?

GLOBAL OPPORTUNITY Infrastructure improves living standards and supports economic development. Global growth dynamics continue to drive public and private investment in infrastructure pointing to opportunities in areas such as the development and modernization of roads, power networks, water systems, and telecommunication networks..

INCREASING DEMAND The fundamental drivers of infrastructure investment are strong – population growth, climate change, energy transition, urbanization, and digital connectivity. It is estimated that trillions of dollars of investment will be required to meet the world’s infrastructure requirements over the coming decades.2

ATTRACTIVE HISTORICAL RETURNS Infrastructure has historically delivered attractive total returns, a high level of current income, and portfolio diversification benefits due to having a low correlation to traditional securities.

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Research Affiliates Market Outlook w/ Rob Arnott

Rob will discuss the impact valuations and inflation have on capital market expectations and asset allocation broadly, as well as the specific impacts to growth and value equities.

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CFA Society Seattle Annual Meeting

Annual Meeting

4:00 pm - 5:00 pm 

Volunteer Recognition Reception

Buffet Dinner & Drinks

5:00 pm - 7:00 pm

 

Please join us for our Annual CFA Society Seattle Board Meeting and Volunteer Recognition Reception at the Columbia Tower Club. The Club is located on the 75^th floor of Seattle’s tallest building and offers sweeping views of the Puget Sound, Mount Rainier, and surrounding landscapes. During the meeting, the Board of Directors will share highlights from this past year, announce election results, welcome the new Board, celebrate our Volunteer of the Year, and accept feedback and questions from the membership.

After our Annual Meeting, we will continue to celebrate the volunteers, staff, and members who worked so hard to make this year a huge success over a buffet dinner and refreshments. This is a great opportunity for anyone interested in volunteering next year to connect with our leaders and learn more about our existing opportunities.

We look forward to celebrating with you!

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