Upcoming Events

ALTSSEA2024

ALTSSEA is an education-focused alternative investment event designed to bring the investor community together for dialogue and discussion on the most relevant topics facing investors and managers today. Co-hosted by the CFA Society Seattle, CFA Society Portland and the CAIA Association.

Be a part of the ALTSSEA 2024, taking place at the Grand Hyatt Seattle! The event kicks off on the 16th of October with a networking reception, providing a perfect opportunity to connect with industry peers and the main event takes place on the 17th of October, featuring a full day of sessions, interviews, and roundtables. Join us now! 

CFA Society Seattle 40% discount code: CFA40

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CFA Society Seattle Young Professionals Event - Oktoberfest!

Join us for Bier, Brats, and Bocce Ball at Rhein Haus Seattle. 

Our society's second annual Oktoberfest is a young professionals networking event for Seattle area financial professionals. This is a great way for recent charterholders, candidates, and young professionals to connect while enjoying the beginning of fall and some beer!

Your registration includes a tasty selection of Oktoberfest foods and two drink tickets, which can be used for beer, cocktails, wine, or non-alcoholic beverages.

Feel free to invite other young professionals in the industry, even if they’re not currently part of the CFA program!

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Measuring Impact In Public Fixed Income Markets

Please join us as Jessica Zarzycki, CFA and Portfolio Manager Global Income team at Nuveen, discusses Impact investing in public fixed income. Jessica is a pioneer in the impact investing space that has evolved dramatically in the decade since Nuveen launched the TIAA-CREF Core Impact Bond Fund. Growth and innovation in impact bonds has unlocked new opportunities for issuers and investors to drive change, generate competitive returns and set the future course for the next decade (and beyond) of impact investing in public fixed income.

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Benefit Street Partners – A Private Direct Lending 2024 Outlook & Opportunities Discussion

This event will focus on the private direct lending market for 2025, offering key insights into trends, challenges, and opportunities. Richard Byrne, an industry expert and President of Benefit Street Partners, will provide a comprehensive outlook for the year ahead. The discussion will cover topics such as market conditions, strategies for investors, and the role of private credit in the broader financial landscape. Attendees will gain valuable knowledge on how to navigate and capitalize on the evolving direct lending environment, with practical advice on portfolio management and investment opportunities.

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CFA Society Seattle 21st Annual Forecast Dinner!

Around the Globe and Beyond 

We will hear from David Mericle, US Chief Economist, on the global economic and demographic trends that will inform markets and societies over the coming years. We will also hear from Dottie Metcalf-Lindenburger, educator and US astronaut, on her personal and professional journey.

Speakers:

David Mericle

Chief US Economist at Goldman Sachs

Dorothy (Dottie) Metcalf – Lindenburger

Retired NASA Astronaut | Speaker | Educator | Geologist

INDIVIDUAL REGISTRATION

Members $150.00

Non Members $200.00

(tickets purchased after 12-18-24:

Members $175.00 | Non Members $225.00)

Thank you to our Platinum Sponsor!

Specialists in public and private credit markets. Pioneers in asset-based direct lending.

Sponsorships:

SPONSORSHIP OPPORTUNITIES