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

9-09-26 Stephanie Link Guest Speaker Today's Economic Landscape NEW VENUE

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9-14-26 Charity Classic Golf Tournament SOLD OUT

SOLD OUT 

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.

10-7-26 Research Challenge Kick off meeting

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10-15-26 CWIM Original: “Unveiling Gen Z: Are Young Women Turning Their Backs on a Career in Finance

Register NOW!  The future of finance depends on who chooses to enter it. Overview As the finance industry works to build a more inclusive future, a critical question is emerging: are young women becoming increasingly disconnected from careers in finance — and if so, why? Participate in a virtual conversation exploring how Gen Z perceives the finance industry, what influences career decisions among young women today, and where the industry may be falling short in attracting and retaining the next generation of talent. From culture and purpose-driven work to representation, flexibility, and evolving career expectations, we’ll examine the trends shaping the future pipeline of women in finance. Whether you’re a leader focused on talent development, an educator, or an emerging professional navigating your own career path, this conversation will offer valuable perspectives on the future of women in finance. Key Topics and Takeaways What young professionals are prioritizing in their careers Lessons finance can learn from STEM and tech industries Strategies firms and leaders can adopt to better engage the next generation You are encouraged to invite your colleagues to join this complimentary event . This interactive session will bring together industry leaders, educators, and emerging professionals to discuss the perception gap, share actionable insights, and explore how finance can better compete with industries like STEM and technology for top young talent. A new generation. New expectations. Is finance evolving fast enough?

10-20-26 Career Fair for Students

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 Manager, 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

6-14-27 Annual Meeting

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