Upcoming Events

The Road Ahead: Private Market Alternatives from Today's Lens to Tomorrow's Potential

Western Region Speaker Series:

Join Invesco and CAIS as we explore our current outlook for Private Markets, how advisors are leveraging them today, and how their allocations are evolving for the future.

Free for everyone

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Vanguard's Advisors Alpha: Past, Present and Future

Join us for this exclusive webinar presented by Vanguard’s Chris Pettit, which will provide:

•  A reflection on the evolution of the Advisor’s Alpha framework over the past 25 years.

•  The evolution of the advice industry alongside

Advisor’s Alpha.

•  Opportunities for advisors and their clients today.

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This event is free for everyone

Navigating Private Credit with Jim Zelter, President of Apollo Global Management

Please join CAIA PNW and the Seattle CFA Society Seattle for an exclusive evening with Jim Zelter, President of Apollo Global Management. Mr. Zelter will share his expert insights on the current market and macroenvironment, offering a unique perspective on the forces shaping global finance. He will also delve into key trends across private markets, exploring the evolution of alternative investments and capital formation. 

The event will conclude with an interactive Q&A session, providing a valuable opportunity for attendees to engage directly with one of the industry's leading voices. Since being founded in 1990, Apollo has been a leader in Alternative Investments across Private Equity, Credit and Real Assets; today Apollo manages over $800bn in AUM.

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CFA Society Seattle Book Club: Nexus: A Brief History of Information Networks from the Stone Age to

Please join us as we wrap up our discussion of Nexus: A Brief History of Information Networks from the Stone Age to AI. Following our meeting on 7/1 where we reviewed Part 1: Human Networks, we will continue to expand on the book’s ideas on information flow and connection, discussing Part 2: The Inorganic Network and Part 3: Computer Politics, on 9/2 at 6PM via Zoom.

 

Following Part 1’s exploration on how information networks have shaped human history by connecting people through shared stories, beliefs and systems, Part 2 of Nexus, dives into the impact of ‘inorganic’ networks. The author details how digital systems (computers, the Internet, AI, etc.) have now led to a new kind of information network that is distinct from historical ‘organic’ networks such as speech, writing, bureaucracy, etc. This resonates deeply within the financial industry, as AI and algorithmic agents now encroach on human discretion and decision making. Part 3 continues on the theme of networks and connection, moving from technical to political ramifications of inorganic networks and AI, and how they are reshaping governance and power structures. How is this shift impacting financial regulations, ethics and global capital markets?

 

Please join us to discuss, all perspectives welcome!

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