Upcoming Events


  • Tuesday
    25
    March

    CFA Society Seattle Book Club: Floor Rules: Insider Culture in the Financial Markets

    Mar 25, 06:00 PM - 07:00 PM (PT)

    CFA Seattle Society is inviting all avid readers to join our next book club meeting where we will be discussing an intriguing read, Floor Rules: Insider Culture in Financial Markets by Mark Geiger.

    Author, Mark Geiger, delves into the unofficial norms and customs—referred to as "floor rules"—that govern the behavior of insiders in financial markets. These unwritten rules often hold more sway than official regulations, with violations leading to ostracism rather than legal penalties. Geiger examines the historical roots of these insider cultures, their influence on modern financial systems, and the potential directions they may take amid ongoing technological advancements

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  • Thursday
    27
    March

    Puget Sound Multifamily Market Review & Outlook

    Mar 27, 12:00 PM - 01:00 PM (PT)

    Join us for an in-depth discussion on the mixed signals that the Puget Sound multifamily market is sending to investors.  Topics will include supply and demand fundamentals, rent-to-income ratio trends, the impact of 10-year treasury yield volatility on asset values and transaction volume, and potential distress in the debt markets.

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    Seattle, WA, United States

  • Thursday
    3
    April

    A Deep Dive into Closed End Funds

    Apr 3, 04:30 PM - 06:30 PM (PT)

    Please join CFA Society Seattle, CAIA PNW and AltsInvest Collective for an informative educational and networking event featuring John Cole Scott, a second-generation, 25-year industry veteran and CEF expert. During this interactive session, John will provide insights into the closed-end fund, business development company and interval fund landscape and answer questions that you might have regarding these unique structures. 

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    Seattle, WA, United States

  • Wednesday
    16
    April

    Unlocking Alpha in Real Estate: Why Active ETFs Make Sense

    Apr 16, 12:00 PM - 01:00 PM (PT)

    Listed real estate has a proven track record of strong returns, offering a compelling allocation—particularly in today’s environment of yield scarcity and persistent inflation.  With market inefficiencies and return disparities, creating opportunities for active managers, who have consistently outperformed passive strategies by identifying and capitalizing on these gaps to generate alpha.


    Three reasons to consider Active ETFs for real estate exposure:
    • Active managers leverage an information advantage to outperform passive
    • Limited analyst coverage creates market inefficiencies favoring REIT specialists
    • Sector and country return disparities offer alpha opportunities for skilled investors

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  • Wednesday
    7
    May

    Examine drivers of equity market performance, including concentration, crowding, and factors

    May 7, 12:00 PM - 01:00 PM (PT)

    Speaker(s) Bio:

    Mark is Managing Director and Global Head of Equity Solutions and Equity Portfolio Management. In these roles Mark acts as the general manager to drive the commercial strategy, product development and product integration initiatives across MSCI.  Mark is a frequent speaker at industry conferences and in the financial press and has been quoted in The Wall Street Journal, Hedge Fund Alert, The Financial Times among other outlets. 

    Prior to joining MSCI, Mark was a member of the Global Alternative Premia group at AQR Capital Management.   Mark joined AQR from BlackRock where he spent ten years, most recently as a regional executive and Head of Factors for iShares.  In this role Mark was responsible for developing the commercial strategy including client support, product development and marketing for the iShares Edge suite of ETFs, including active multi-factor, single and multi-factor index-based strategies.  Before BlackRock Mark served as Vice President and Senior Product Specialist at Columbia Management Group covering fundamental equity growth strategies.  Mark began his career at Fidelity Investments in Boston.  

    Mark earned an MBA from University of New Hampshire and an ALM with a concentration in Finance from Harvard. Mark lives in Westport, CT with his wife and two daughters.

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  • Thursday
    8
    May

    CFA Society Seattle Top Golf Night!

    May 8, 06:00 PM - 08:00 PM (PT)

    Join us for the third annual CFA Society Seattle TopGolf event! 

    We are pleased to host this event again as an opportunity to network and enjoy golf in a casual format. 

    No matter your skill level Topgolf has games that will be fun for everyone. Play will begin at 6:00PM with dinner and drinks to enjoy throughout the night. We’re excited to team up with GQG Partners to host this event! GQG will give a brief Global Capital Markets Outlook for 2024 when the dinner buffet is served around 7pm. 

    Candidates! This is a great opportunity to swing away your stress and meet fellow members of the society/industry. We would love to have you attend. REGISTER AT MEMBER PRICE!

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    Renton, WA, United States

  • Thursday
    15
    May

    CFA Society Seattle - Ethics Challenge

    May 15, 04:00 PM - 06:00 PM (PT)

    CFA Society Seattle Ethics Challenge 

    More information coming soon!

    Seattle, WA, United States

  • Tuesday
    17
    June

    CFA Society Seattle Mariners Game!

    Jun 17, 04:00 PM - 08:00 PM (PT)

    M's vs Red Socks

    Registration coming soon!

    Seattle, WA, United States