Upcoming Events

CFA Society Seattle Mentorship Program Conclusion Event

CFA Society Seattle's Mentor Program will host its final event of 2024 on October 9th, with a keynote presentation by Eric Kim from Mercer Investments. Eric leads Mercer’s Investments & Retirement practice in the Seattle area, and will speak about his career journey and provide some lessons learned. 

We encourage all current mentees and mentors to attend, as well as anyone interested in joining the program next year.

The CFA Society Seattle Mentorship Program offers a unique opportunity for participants to build professional relationships by pairing seasoned investment professionals with emerging talents in the industry.

This event is a great opportunity to network with peers, engage with CFA Society Seattle’s board, and connect with professionals in the financial industry.

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Attention Hikers! The Capital Market Summit, at a Summit is Returning!

Hello hikers, this event is coming back just for you!  Please join CFA Society Seattle for the second annual Capital Market Summit at Summit!  This outdoor event will feature market leaders from leading Global Asset Management firms State Street Global Advisors SPDR and Northern Trust / FlexShares.  Get ready to gain capital market expertise from two of the industry’s best as we ascend the West Tiger #3 summit together!

 

Once we arrive at the summit or 3pm, a 30 minute presentation will commence focused on topics such as optimal execution and considerations from the vantage point of two industry veterans that have a long history working together dating back to the American Stock Exchange more than two decades ago.  Once finished, we will hike down together and celebrate a beautiful fall day hike the best way Seattleites now how with beverages and appetizers nearby at Formula Brewing (1875 NW Poplar Way, Issaquah, WA 98027).

 

·        Learn more about the trail at- West Tiger 3 — Washington Trails Association (wta.org)

·        Discovery Pass Required if parking at the trailhead. ** Note- free parking option exists if parking alongside the road a half mile before the trailhead on the same road** 

·        To purchase a Discovery Pass from WA click here: https://www.discoverpass.wa.gov/133/Where-to-Buy

 

Speaker’s

Dan Madden- Senior Vice President | Global Head of ETF Capital Markets | Northern Trust Asset Management

 

Tony Avila- Vice President, State Street Global Advisors SPDR ETF Sales Execution & Institutional Strategy

This event is complimentary

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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! 

Speakers:

• Zach Buchwald, Chairman and Chief Executive Officer, Russell Investments
• Leola Ross, Deputy Chief Investment Officer & Head of ESG, Seattle City Employees' Retirement System
• Howard Coleman, Chief Investment Officer, Coldstream Wealth Management
• Ian Toner, Chief Investment Officer, Verus Investments
• Erik Lehr, CFA, CAIA, Chief Investment Officer, Empirical Wealth Management
• Alec Stais, CFA, Chief Investment Officer, Providence Health & Services
• Amy Bautista, Chief Executive Officer, Chief Investment Officer, Kosmos Management
• David Ratfliff, CFA, Vice President, Treasury & Investments, Premera Blue Cross
• DuWayne Belles, CFA, CAIA, Investment Officer, Risk Management & Asset Allocation - Innovation Portfolio, Washington State Investment Board
• Renee Astphan, Director of Alternative Investments, Providence Heath & Services
• John Canorro, Partner & Director, Operational Due Diligence, Pathstone
• Rick Roberts, Partner, Portfolio Manager, Cercano Management
• Roman Brent, Chief Investment Officer, Anacapa
• Susan Stanley-Jones, Managing Director, Wealth Management Services, Midwest Trust Company
• Breana Brown, Director, Freestone Capital Management
• Brander Richmond, CFA, Director of Research & Portfolio Manager, Fulcrum Capital

CFA Society Seattle 40% discount code: CFA40

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SAVE THE DATE: Measuring Impact In Public Fixed Income Markets

Measuring Impact In Public Fixed Income Markets

Speaker: Stephen Liberatore, CFA - Nuveen

More information and Registration coming soon!

SAVE THE DATE: 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)

Sponsorships:

SPONSORSHIP OPPORTUNITIES