Upcoming Events

Family Night with the Spokane Indians

Spokane Indians Family Night Out

August 19, 2026

Spokane Indians vs. Tri City Dust Devils

 

Come enjoy a Night out with fellow Spokane professionals!

CFA Society Spokane has reserved The SkyBox - Just above the first baseline, includes waitstaff service, multilevel seating for 25 people, and covered mingling space.

 

Tickets include free Food and Drinks!

Members: $15.00

Non Members: $30.00

Register Today

Western Region Speaker Series: State Street IM Presents "How to do more for the core"

Sector investing can be a cost-efficient and powerful portfolio construction tool to help investors optimize the core by pursuing strong-performing sectors to capture outperformance, while reducing costs and risks associated with individual stock selection. Join the experts at State Street Investment Management and learn how you can do more for your core with a sector strategy.

Topics covered will include: An overview of sector investing The role sectors play in portfolio construction Exploring cyclical sector trends driving momentum Financial planning considerations

Register Here

Speaker Bio:

CJ Dennis, CFA, serves

 as a Sector Strategist for the Western U.S. at State Street Investment Management. In this role, CJ is responsible for engaging with financial advisors and sharing State Street’s best thinking on portfolio construction. His area of expertise is helping advisors learn how sector-based strategies can be utilized to improve various risk and return metrics for their client portfolios.

A seasoned investment professional with over a decade of experience specializing in institutional asset management and portfolio analytics. CJ has a strong background in institutional-level investment strategy, asset allocation, and Outsourced Chief Investment Officer (OCIO) solutions. He is a recognized leader and engaging public speaker, skilled at educating diverse stakeholders—from boards of directors to financial advisors—and serving as a trusted strategic partner.

Prior to joining State Street, CJ held senior positions in institutional asset management at Wells Fargo and The Vanguard Group, where he managed multi-billion dollar portfolios for institutional clients. He is an active industry leader, serving as a board member and past President of the CFA Society of Phoenix. CJ holds the Chartered Financial Analyst (CFA) designation and earned his Bachelor's in Finance from New Mexico State University.

PORTFOLIO 2026

PORTFOLIO 2026 is CFA Society Los Angeles’ signature all-day immersive experience designed for the local and broader investment community. As markets navigate geopolitical fragmentation, shifting trade protections, and a critical post-midterm market outlook, traditional asset allocation frameworks are being completely redefined. Highlighting this year's program is a brand-new, comprehensive AI Track designed to explore the profound impact of artificial intelligence across the entire investment lifecycle. This dedicated track will dive into the physical infrastructure of data centers, cutting-edge investment tools, and the critical ethical implications shaping the future of finance. Attendees will gain direct access to local and global thought leaders discussing the macroeconomic forces and industrial policies structurally altering global capital flows.

Covering both traditional and alternative asset classes, PORTFOLIO 2026 explores the strategic active-versus-passive management choices that shape portfolios and the innovative vehicles allocators use to navigate them. Sessions will dive into the underwriting standards of hybrid public-private funds, institutional pathways for digital asset tokenization, and the supply chain pressures redefining natural resources and commodity markets. Join your peers for a day of deep insights, forward-looking dialogue, and unparalleled networking. PORTFOLIO is where Southern California’s investment professionals come to challenge perspectives, connect ideas, and lead the future of finance.

Register now to secure your seat. CFA Society Spokane members save up to 65% off the regular registration fee; email [email protected] for your discount code.

Register Now