Upcoming Events

  • Tuesday

    Book Club: Third Millennium Thinking: Creating Sense in a World of Nonsense Ch 1 - 11

    Jun 25, 05:00 PM - 06:00 PM (PT)

    Third Millennium Thinking is based on a UC Berkeley course focusing on how scientists’ tricks of the trade can be used to make the best decisions and solve the hardest problems in the current age of uncertainty and overwhelming information. The book discusses how people can achieve a ground-level understanding of the facts of the modern world, how to chart a course through a profusion of possibilities and how to work together to take on the challenges we face today. The authors lay out some questions to ask (ourselves and others), the ways to separate facts from opinions, how to distinguish reliable information from background noise, how to think in terms of probabilities instead of absolutes, and how to incorporate personal values. The book provides approaches that can be used to answer questions such as, "How do we make health decisions in the face of conflicting medical advice? Does the research cited in that article even show what the authors claim? How can we navigate the next Thanksgiving discussion with our in-laws, who follow completely different experts on the topic of climate change?".


  • Wednesday

    CFA Society Seattle Annual Meeting

    Jun 26, 04:00 PM - 06:00 PM (PT)

    Please join us for our Annual CFA Society Seattle Board Meeting and Volunteer Recognition Reception at the Hyatt Regency Seattle located at 808 Howell st. in Seattle 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.


    Annual Meeting

    4:00 pm - 5:00 pm 

    Networking Reception

    Buffet Dinner & Drinks

    5:00 pm - 7:00 pm


    This event is free for all who would like to attend

    Seattle, WA, United States

  • Thursday

    Unlocking China’s Potential: Innovative Strategies for Growth, Options Income, and Risk Management

    Jun 27, 01:00 PM - 02:00 PM (PT)

    China is the second-largest economy, with growth and broad innovation across industries. Meanwhile, the current China-US valuation disparity is at a record high. Fundamental analysis suggests an attractive entry point, yet volatility persists. How can investors keep their long-term exposures while turning current volatility into potential returns? The answer could lie in the depth of China’s options market, which has paved the way for tools such as covered calls and defined outcome strategies, generating options income and allowing investors to fine-tune their risk/reward profile.

    Join KraneShares CIO, Brendan Ahern, and KraneShares COO, Jonathan Shelon, as they discuss:

    The latest developments in China’s internet sector

    ·    KWEB’s volatility and its implications for investors compared to other global markets.

    ·    The risk/return benefits of applying covered call and other structured outcome strategies to KWEB

    ·    Comprehensive Q&A

    Investors can submit questions to [email protected] & bill.[email protected].


  • Thursday

    CFA Society Seattle Summer Golf Lessons

    Jul 11 - Aug 15, (PT)

    Are you new to the game of golf, or looking to refine your skills in preparation for summer tournaments and networking opportunities? 

    Please join the CFA Society Women’s Network and Women in ETFs for our summer golf lesson series where you’ll learn the basics of the game and refine your technical skills while networking with other Financial Professionals in the greater Puget Sound region. 

    Lessons are available for all CFA and WE members, as well as non-members subject to additional fees. 

    50-minute Group Lessons with PGA Professional Steve Wozeniak


    Members: $10.00 per lesson / $60.00 for all 6

    Non Members: $30.00 per lesson / $180.00 for all 6 

    Cost includes a 50 minute group lesson covering putting, driving, and/or short game. No club or cart rentals required



    You can register for all 6 lessons or as many as you like.

    Lessons are every Thursday at 4:00pm

    beginning July 11th and ending on August 18th.


    All 6 lessons 

    July 11th, 2024 

    July 19th, 2024 

    July, 25th 2024

    August 1st, 2024 

    August 8th, 2024 

    August 15th, 2024


    This Event is co-sponsored by CFA Society Seattle's Women's Network and Women in ETFs

    Bellevue, WA, United States

  • Thursday

    CFA Society of Seattle – Boat Cruise Summer Social

    Jul 18, 05:30 PM - 08:00 PM (PT)

    Come aboard our Summer Social on the Seattle Trek Ferry! Enjoy the PNW summer weather as we cruise through Lake Union and out to Lake Washington, enjoying food and drinks along the way. We're thrilled to announce that S&P Dow Jones Indices is our sponsor, with María Sánchez, Director of Sustainability Index Product Management, U.S. Equity Indices, presenting insights on sustainable investing.

     Join us for a memorable time on the water with engaging content.

    We look forward to seeing you there!

    Speaker Bio:

    María Sánchez is Director, Sustainability Index Product Management, U.S. Equity Indices at S&P Dow Jones Indices (S&P DJI). In her role, she assists in the strategy for developing sustainability indices built on U.S. equity benchmarks, including the iconic S&P 500®


    Seattle, WA, United States

  • Friday

    SAVE THE DATE! 15TH Annual Golf, Summer Social and Lunch presentation!

    Aug 16, 12:00 PM - 08:00 PM (PT)

    SAVE THE DATE! CFA Society Seattle Golf Tournament - More information coming soon!

    Bellevue, WA, United States

  • Thursday

    SAVE THE DATE: Alliance Bernstein

    Sep 5, 12:00 PM - 01:15 PM (PT)

    SAVE THE DATE: Alliance Bernstein - Rick Brink Speaker

    more information coming soon!

    Seattle, WA, United States