CFA Society Spokane

The BEAT – An Eye on Capital Markets and How It Affects Clients

The BEAT™ provides a clear, data‑driven link between market events and portfolio implications. Join Eaton Vance and Morgan Stanley Investment Management’s Greg Waterman, CFA, for a timely discussion spanning equities, fixed income, alternatives, and taxes—highlighting today’s macro environment, policy dynamics, and asset allocation considerations relevant to client portfolios. Topics: Capital Markets Snapshot: Key trends shaping the economic and market backdrop in 2026 Asset Allocation & Portfolio Positioning: Tactical views across equities, fixed income, alternatives, and cash Policy & Macro Themes: U.S. policy volatility, tariff uncertainty, and evolving tax considerations Global Perspectives: Evaluating relative opportunities—including questions around European exceptionalism Volatility & Data Signals: Interpreting mixed economic signals and what they may mean for markets ahead Tax‑Aware Investing: Asset location and tax‑efficient portfolio considerations in today’s environment Register Here Featured Speaker Greg Waterman, CFA Greg is an Executive Director in Morgan Stanley Investment Management’s Portfolio Solutions Group, where he focuses on macro and asset allocation research with an emphasis on U.S. equities. He brings 19 years of investment industry experience across research, portfolio strategy, and capital markets.

CFA Society Spokane & FPA Spokane Pickleball & Virtual Golf

Join us for an evening of friendly competition and great connections! Whether you’re acing serves on the pickleball court or sinking putts on the virtual green, this event is all about fun, movement, and meaningful conversations. SPONSORED BY VEST 📅 Date: May 21, 2026 ⏰ Time: 4:00 – 6:00 PM 📍 Location: Wonderground 835 N Post St Spokane, WA 99201 REGISTER HERE