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

Economic Outlook 2026 Featuring Keynote by Dr. Ed Yardeni of Yardeni Research/Charter Awards Dinner

Register NOW!  Will the Roaring 2020s continue through the 2030s? Dr. Ed Yardeni will discuss the similarities and differences between the current decade and previous ones. He will explain why he continues to see a productivity-led boom like the 1920s. He will also discuss why economists have been too pessimistic about the US economic outlook and not pessimistic enough about China’s economy. The importance of the AI Digital Revolution will also be covered. Dr. Ed will explain why he remains bullish with his S&P 500 target of 10,000 by 2029. Along the way, he will balance his optimistic outlook with a discussion of widespread concerns about US government deficits and the unsettling geopolitical environment.

Social Mixer at Five Iron

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Local CEO Perspective on the Investment Industry and Global Markets

Register NOW!  As the CEO of St. Louis’ largest investment management firm, David Eichhorn has a unique perspective on St. Louis and the investment management industry.  Join us for an exclusive presentation as David shares his insights on St. Louis, careers in finance, and today’s complex investment landscape. With over $450 billion in assets under management, NISA’s 400+ team members develops customized strategies for some of the world’s leading organizations.  This is a unique opportunity to gain perspective from a thought leader at the forefront of investment innovation—don’t miss the chance to engage with ideas that are influencing portfolios across the globe. About the speaker David G. Eichhorn, CFA Chief Executive Officer and Head of Investment Strategies Committees: Chairman, Global Investment Committee; Member, Management Committee David is chief executive officer, chair of NISA’s Global Investment Committee, and a member of NISA’s Management Committee. He has written papers on fixed income and asset allocation strategies for defined benefit and defined contribution plans and presents on these topics at various conferences. David is also responsible for the day-to-day oversight of NISA’s Investment Strategies Group, which develops custom strategies designed to meet client objectives. He also oversees new product development and growth initiatives. Prior to joining NISA in 1999, David worked for three years at JP Morgan Investment Management where he assisted institutional clients with investment policy development, strategic asset allocation and asset/liability management. David holds a BSBA from Washington University in St. Louis, with majors in Finance and Mathematics.

Attention University Students Career Path Discussion with CFAs

Register NOW!  University Students FREE to attend   Career Path and Discussion with CFA members. Call center financial advisor, analyst, PM, client facing Senior PM and team lead – wealth management 

Research Challenge Live Finals

Register NOW!  The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company and then write a research report on their assigned company with a buy, sell, or hold recommendation.  Each Research Challenge season leverages the efforts of over 150+ CFA member societies, 3,500+ member volunteers, and more than 5,000 students from over 1,000 universities.      The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real-world competition.  Additionally, all participants are introduced to and held to the standards of the CFA Institute Code of Ethics and Standards of Professional Conduct.

The Art of Empathy-Based Listening

Register NOW!   with   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