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

3-12-26 Demystifying Private Markets: Thematic Investing and Value Creation

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3-17-26 The AI-Driven Convergence in Private Markets

Register by sending an email to RSVP by February 27  to  [email protected]

3-17-26 PIMCO/GI Partners Data Centers: Chasing the Pot of Gold

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3-24-26 Bitwise Crypto Market Update: Everything You Need To Know

Register NOW! Crypto is at a rare inflection point. For the first time in years, fundamentals are running well ahead of prices. Stablecoins are surging. Tokenization is sweeping the market. Regulation is finally moving in the right direction. Institutional adoption is accelerating. Yet prices have pulled back — creating a moment that serious investors can't afford to ignore. In this special one-hour session, Bitwise CIO Matt Hougan — co-author of the CFA Institute Research Foundation's first-ever publication on crypto — will cut through the noise and bring you fully up to speed. From crypto 101 to the latest market catalysts, Matt will walk you through how crypto actually works, how it stands to disrupt parts of the financial system, and where the most important risks lie. You'll leave with a clear, grounded understanding of where crypto stands today — and what comes next.

4-14-26 The Art of Empathy-Based Listening

Register NOW!  Save your seat now for a special presentation by  Eric Maddox   - former US Army special operations interrogator, author, motivational speaker and consultant who coaches financial advisors, teams and leaders worldwide in the art of   Empathy-Based Listening .  Join us to for a learning session that is designed to help financial advisors & investment teams learn communication techniques that may help   you build client trust and deepen relationships to : 1. Build trust by removing listening distractions 2. Identify breadcrumbs to ask a perfect discovery question 3. Develop an empathetic listening style to help grow your business

4-16-26 Jerome Schneider (Head of Short-Term Portfolio Management)

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4-22-26 Columbia Event - Global Outlook

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9-15-26 Stephanie Link

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