Upcoming Events

Speaker Opportunities

CFA Society Baltimore offers many unique events throughout the year that are attended by hundreds of investment management professionals. These gatherings are invaluable ways for you and your organization to share your knowledge of, and passion for, excellence in investment management.
The Society welcomes dynamic speakers who can offer solution-oriented expertise on issues facing investment management professionals and leaders. By presenting at one of CFA Society Baltimore's many events throughout the year (as a sole presenter or panelist), you have a special opportunity to connect with your colleagues, share concrete knowledge, and discuss big ideas. CFA Society Baltimore is open to sessions that are creatively structured to take advantage of the power of peer interaction.
Corporate members are encouraged to co-present with others from different firms to offer multiple perspectives on a given topic. While being a CFA Society Baltimore member does not guarantee a speaking slot, preference is given to society members over non-members, and CFA charterholders over non-charterholders, when selecting presenters.
If you would like to become a potential speaker at CFA Society Baltimore events, please contact Robyn Osten at [email protected].


  • Wednesday
    22
    May

    RYSE and Shine: Fixed Income Risk Management in a New World Order

    May 22, 12:00 PM - 01:00 PM (ET)
    Portfolios are continuously exposed to risk resulting from changes in interest rates. Rate hikes that began in 2022 revealed a broad set of investors' unpreparedness for this, and today's uncertainty as to where rates go from here leaves investors exposed to elevated levels of duration risk, re-investment risk, or both. At Vest, they aim to provide institutional-quality rate-hedging tools that have, until recently, been out of reach for many of these investors. These tools have a variety of applications within traditional asset allocation, both strategic and tactical. Please join us on Wednesday, May 22, at noon, when we welcome Vest for this virtual presentation.     Members - FREE Nonmembers - $10

  • Thursday
    6
    June

    Year-End Happy Hour Event

    Jun 6, 05:30 PM - 07:30 PM (ET)
    As the 2023-2024 member year draws to a close, CFA Society Baltimore is grateful for our members' continued support, dedication, and commitment to excellence. Please join us for an evening of camaraderie and networking as we celebrate the end of another successful member year and welcome summer. Dan O’Connor, Director of Institutional Relationships, CFA Institute, will provide an update on recent trends regarding the CFA Charter. Heavy hors d'oeuvres and cocktails will be served. Parking is available in the adjacent lots. We hope you can join us.     Members - $25 Nonmembers - $40 
    Baltimore, MD, United States