Upcoming Events

2026 CFA Exam Study Group

Earning a CFA charter is a challenging path that requires extraordinary discipline, dedication, and support from those around you. CFA Society Baltimore is excited to announce the creation of a bi-monthly in-person study group led by a CFASB member and charterholder to support your study journey. The group’s goal is to offer an in-person study group setting where you can attend, as needed, and seek additional answers to questions and/or topics of your choosing.   Please note: This study group is not sponsored by CFASB, nor is it an official CFASB study group, however we are happy to support it.     Study Group Details What:  In-person study group meetings with current and former CFA candidates who work through your questions with you.   Who:  Open to all CFA program candidates (register in advance to submit any questions you may have)   When: The study group will meet four times (bi-monthly for two months) before each exam window from 5:30 - 7:00 pm. Projected dates are:    Where:  In person at Ceremony Coffee Roasters Harbor Point     If you are interested in participating in this study group, please take a moment to complete the following Google Form: https://forms.gle/ vDcnqe9ZHBGdeVMx8 .    If you are unable to access the Google Form, please respond with the following information:   Name Email What level are you studying for?  What is your test date? Dates you plan to attend Specific questions/topics you would like covered   Thank you for your interest.

Tom Barkin Luncheon

CFA Society Baltimore is pleased to welcome back Tom Barkin, President and CEO of the Federal Reserve Bank of Richmond, for one of our most anticipated annual events.   Join fellow investment professionals for an engaging luncheon featuring Mr. Barkin's insights on the current economic landscape, the latest monetary policy developments, and his outlook for the U.S. economy. Following his remarks, attendees will have the opportunity to participate in a live Q&A discussion. This signature event consistently attracts members from across the Baltimore financial community and offers a valuable opportunity to hear directly from one of the nation's leading economic policymakers.   Sponsorships are available. Please reach out to Robyn Osten for additional information. Schedule 11:45 AM: Check-in Opens  12:00 PM: Welcome, Lunch Served 1:00 PM: Tom Barkin 1:15 PM: Q&A 2:00 PM: Conclusion Members - $40.00 Non-members - $65.00

ALTS DC 2026

ALTSDC is an education-focused alternative investment event designed to bring the investor community together for a full day of dialogue and discussion on the most relevant topics facing investors and managers today. The forum’s content is developed through hundreds of meetings and is intended for the local community of investment leaders across Delaware, Washington, D.C., Maryland, Northern Virginia & Eastern Pennsylvania. ALTSDC is developed and led by the CAIA Association and CFA Society Washington, DC. It is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSDC is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto, and more.

Emerging Leaders Group Kickoff Happy Hour

Are you a CFA Charterholder, Candidate, or working professional aged 35 or younger? CFA Society Baltimore is thrilled to host our 2nd annual Emerging Leaders Group Happy Hour — a new community designed for the next generation of local finance professionals. This is a fantastic opportunity to connect with peers, expand your professional network, and celebrate the launch of our new Emerging Leaders community.   Who Should Attend: Individuals working full-time in the investment industry (sorry, no students at this time unless you are a candidate) A current CFA Candidate or CFA Charterholder Age 35 or younger   Join us for drinks, appetizers, and great conversation as we kick off this exciting initiative. Whether you’re looking to network, learn, or simply unwind after work, this is the perfect opportunity to get involved with CFA Society Baltimore. Date: Thursday, September 24 Time: 5:00 – 7:30 PM Location: Barcocina, 1629 Thames St, Baltimore, MD 21231 Cost: Free RSVP by September 18 to help us plan accordingly — we can’t wait to see you there!

4th Annual Golf Tournament

CFA Society Baltimore is thrilled to announce our fourth annual golf tournament, which will take place on Wednesday, October 7 at 9 AM. The past three years have been a huge success and we are excited to continue with this fantastic event again this year! This 18-hole four-person scramble at the Woodlands Golf Course promises a day of friendly competition, enjoyment, and networking. Join our local investment community for this fantastic event.   The Woodlands takes golfers on a scenic journey through a world of tall, hardwood trees that guard the lush Bent Grass fairways and large, undulating greens of the course's enjoyable yet challenging 18 holes. Designed by renowned golf course architect Lindsay Ervin, The Woodlands opened in 1998 to critical acclaim. Ervin himself said The Woodlands "truly ranks as my best design," and Washington Golf Monthly called it "the best public course in the Baltimore suburbs." Golf Digest has rated The Woodlands a "Four Star Places to Play Award Winner."   We are excited to offer the following inclusions with every registration: greens fees, golf cart, practice balls, continental breakfast, on-course snacks & drinks including beer, soda, water, chips, crackers, and hot dogs, BBQ lunch, including wine and beer, and a thank you gift.   Join us for a day of fun and excitement with the following schedule: 7:30 AM: Check-in begins, practice your swing at the range, and enjoy a continental breakfast 8:45 AM: Welcome and Pre-round Announcements 9:00 AM: Shotgun Start 1:30 PM: BBQ Lunch 2:00 PM: Awards Ceremony 3:00 PM: Conclusion

Research Challenge Kickoff Call

Stay tuned for additional info

Women's Group Coffee

Join us for coffee! The newly formed CFA Society Baltimore Women’s Group is kicking things off with a casual morning coffee at Kneads Coffee Shop on Tuesday, October 13. Stop by, grab a coffee, meet other women in Baltimore’s finance community, and learn more about what we have planned for the Women’s Group this year. No RSVP necessary—just come by and join us! Kneads Coffee Shop, October 13, We hope to see you there!

Mentor Program Kickoff Luncheon

Stay tuned for additional details.

University Fall Student Event

Stay tuned for additional information.