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.

Women's Pickleball and Happy Hour

Grab your sneakers (or just your social spirit!) and join us on Tuesday, May 19, for our annual Women’s Event—an afternoon designed for connection, laughter, and a little friendly competition. This year, we’re taking things to the courts at the beautiful L’Hirondelle Club for a lively pickleball social! Whether you’re a seasoned player or have never picked up a paddle, this event is all about having fun. We’ll kick things off with a quick, beginner-friendly lesson for those who want one, before jumping into an hour of fun round-robin play. Not feeling sporty? No problem at all—come for the cocktails, conversation, and networking during our happy hour. There’s something for everyone! Schedule: 4:00 – 4:30 PM: Pickleball lesson 4:30 – 5:30 PM: Pickleball round-robin 5:00 – 7:00 PM: Happy hour & mingling All women in finance are warmly invited, so feel free to bring along colleagues and friends—this is a great opportunity to expand your network in a fun, welcoming setting. Spots are limited, so be sure to register early! Interested in sponsoring this event? We’d love to partner with you—please reach out to Robyn Osten for more details.   Pricing Pickleball Lesson: $25 per person (limit of 20) Pickleball Play: $0 (limit of 28) Happy Hour CFASB Members: $0 Happy Hour Nonmembers: $25   We can’t wait to see you —on or off the court!

Digital Assets & Portfolio Construction: Where Are We Now?

Join us on May 26 for our final luncheon of the year. This panel will explore the evolving role of digital assets within today’s investment landscape, with a focus on how perspectives continue to develop alongside the asset class. The discussion will feature experienced professionals from firms including Runa Digital Assets, T. Rowe Price, and Accolade Partners, bringing a range of perspectives and practical insights. Panelists will share their views on key themes such as portfolio considerations, innovation, regulatory dynamics, and risk management, offering a balanced, forward-looking take on how digital assets may fit into broader investment strategies. This session is designed for investment professionals interested in a thoughtful perspective on an increasingly relevant area of the market.

OVERVIEW OF THE GLOBAL INVESTMENT PERFORMANCE STANDARDS (GIPS) JUNE 2026

A CFA SOCIETY LOS ANGELES EVENT Come join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion of the Level I CFA Curriculum. If you’re a CFA Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®), or if you’re looking to learn how to best apply the GIPS Standards or get the most out of them for your firm and clients, then this event is for you. The GIPS Standards were referenced in the SEC’s marketing rule for investment advisors 26 times, and private fund presentations are now required by FINRA to show GIPS compliant capital funding ratios. With practical lessons for every skill level and expertise, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals. This discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level I CFA Curriculum Volume 10, Module 4: Explain why the GIPS standards were created, who can claim Compliance, and who benefits from compliance Describe the key concepts of the GIPS Standards for Firms Explain the purpose of composites in performance reporting Describe the fundamentals of compliance, including the Recommendations of the GIPS standards with respect to the Definition of the firm and the firm’s definition of discretion Describe the concept of independent verification SPEAKER Kim Cash, CFA, CAIA, CIPM, CSCP   |  is the Founder of Cascade Investment Compliance & Verification, a specialty consulting firm founded in 2017 to help asset managers and asset owners with their compliance and business growth objectives, providing GIPS compliance consulting, independent verification and educational workshops across the U.S. Kim brings over 27 years of investment industry experience to each GIPS® verification. Since 1995, she has overseen—and been in the trenches with—performance and compliance projects to support hundreds of asset management firms implementing and maintaining compliance with the GIPS standards. She has examined thousands of investment strategies and composites and can speak to the unique challenges posed by complex strategies and firm and investment structures. Her educational workshops bring compliance to life with everyday insights, challenges and practical solutions for firms committed to following industry best practices. Kim holds a Master of Science degree in education and has worked in the industry as a Consultant and Chief Compliance Officer for RVK, Inc., an SEC-registered investment advisor. Back To Top ^^

Private Markets Breakfast

Coming Soon

4th Annual Golf Tournament

Coming Soon