Upcoming Events -Registration for all events https://cfa-society-of-st-louis.ticketleap.com/

9-09-26 Stephanie Link Guest Speaker What's Happening Now: U.S. Economy

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9-14-26 Charity Classic Golf Tournament

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9-24-26 Joint Program with Rotary Club of St. Louis Federal Reserve Bank of St. Louis

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10-1-26 Wealth & Asset Management Conference Washington University

Registration coming soon  The Wealth and Asset Management (WAM) Conference brings together researchers  and practitioners committed to staying at the forefront of financial planning and capital  markets, with the shared goal of advancing innovative strategies that better serve and  anticipate evolving client needs. The conference features emerging research from  leading universities, discussion by industry experts, with the goals of providing timely,  real-world insights and facilitating access to actionable research for wealth advisors,  industry leaders, investment professionals, faculty, and students.  The conference is targeted to:  • Asset managers across all asset classes;  • Wealth managers, financial planners, traders and investment bankers;  • Capital markets and asset pricing researchers at universities and in industry;  • Advisory professionals responsible for investment strategy/asset allocation;  • Regulators, policymakers and data providers; and  • Executives responsible for pension and endowment management.

11-10-26 Women, Wealth & the Markets: Strategic Planning Insights

Register NOW! Hear from  Elizabeth Wyman, Vice President at Goldman Sachs , as she shares a timely market update and insights on women investors. Throughlines from the market update and insights will be woven into an engaging panel discussion led by  Kathleen Judge  (CEPA, Edward Jones Financial Advisor) featuring a team of experts in holistic planning: Payton Heyen Pech  (Estate Planning Attorney, Sandberg Phoenix) Savannah Greatting ( CPA, Anders CPA + Advisors) Arrielle Edwards  (CAIA, Bank of America Private Bank Portfolio Management Senior Associate, STLWIN Executive Board Member)   Together, they’ll explore how coordinated strategies across investments, tax, and estate planning support holistic planning and long-term financial success. The session will begin promptly at 12:00 and end by 1:15

11-18-26 The Business of Building: Stories from Founders, Venture Capitalists, and Private Equity

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6-14-27 Annual Meeting

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