Upcoming Events

Western Region Speakers Series: The Compelling Case for Private Real Estate Credit

Join Invesco Real Estate in discussing the case for private real estate credit, a potential alpha generator, and how bank distress is creating a unique opportunity today.

Invesco Speakers:

Charlie Rose - Managing Director, Global Head of Debt

John Saxton - Senior Director, Client Portfolio Manager

Mike Sobolik - Managing Director, Investment Strategist

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CFA Society Seattle Annual TopGolf Night! Sponsored by GQG Partners

Join us for the second annual CFA Society Seattle TopGolf Night! After last year’s fantastic turnout, we are pleased to host this event again as an opportunity to network and enjoy golf in a casual format. No matter your skill level Topgolf has games that will be fun for everyone. Play will begin at 6:00PM with dinner and drinks to enjoy throughout the night. We’re excited to team up with GQG Partners to host this event! GQG will give a brief Global Capital Markets Outlook for 2024 when the dinner buffet is served around 7pm.

 

CFA Candidates! This is a great opportunity to swing away your stress and meet fellow members of the society/industry. We would love to have you attend. REGISTER AT MEMBER PRICE!

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Investing in U.S. Financial History: Understanding the Past to Forecast the Future

Investors who neglect to study the past are forced to rely primarily on their life experience to make decisions. This often causes them to overlook powerful, cyclical forces that repeatedly reshape economies and markets. Mark Higgin’s book, Investing in U.S. Financial History, fills this void by recounting the full financial history of the United States. It begins with Alexander Hamilton’s brilliant financial programs in 1790 and ends with the Federal Reserve’s battle to contain inflation in 2023.

Higgins will provide an overview of several important lessons from financial history. The event will provide attendees with a glimpse of how a deep understanding of financial history can improve investment decision-making. Those who read the book in advance may gain more insight from the event. The format will consist of an approximately 30 minute discussion and 30 minutes of Q&A.

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The Path to Becoming a Speaker: A Workshop with Sonya Dreizler

The Path to Becoming a Speaker:

A Workshop with Sonya Dreizler, Co-Founder of Choir

Webinar

If you are new to public speaking or looking to pursue more speaking roles, do yourself a favor and register for Collaborative WIM’s FREE interactive workshop with Sonya Dreizler, Co-Founder of Choir. Sonya will light a fire in you, equipping you with strategies for defining your speaking profile and crafting a compelling pitch to conference organizers, committee groups, and any audience you are looking to captivate.

You have the knowledge and expertise; learn how to effectively showcase it. Collaborative WIM and Hello Choir have teamed up with the joint mission of amplifying a diverse group of voices on conference stages and in the media. Don’t miss out on this unique opportunity to step up, shine bright, and do your part in affecting change.

Be a voice. If not YOU, then who?

Key Takeaways:

·    Explore actionable ideas for proactively pursuing more speaking roles.

·    Obtain practical guidance for creating a personalized pitch which will boost your chances of getting booked.

·    Uncover useful tips for leveraging one event into more.

Prepare your questions and get excited for a unique and inspiring workshop session that you won’t want to miss!

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Collaborative WIM will oversee registration for this event

CFA Society Seattle Mariner Game – Sponsored by MFS Investment

Please join the CFA Society of Seattle and MFS Investment Management for a night of fun at the Mariners game vs. the White Sox.

 

Prior to the game, we will be meeting at Elysian Fields near the stadium for a cocktail hour hosted by MFS. After the happy hour at Elysian Fields, we will all walk to T-Mobile Park together to enjoy the game! We hope you can join us.

 

Each ticket to this event includes complimentary appetizers and drinks during happy hour at Elysian Fields. Our Mariners tickets are located in the exclusive Terrace Club, where attendees will be able to purchase additional food and drinks if they wish to do so.

Tickets will be distributed via email prior to the game!

*Please be sure to use the email address you can access from your phone when registering

Timeline:

4:00 PM – Event Starts at Elysian Fields

6:00 PM – Leave for T-Mobile Park

6:40 PM – Play ball!

 

This event is open to both members and nonmembers.

Registration is limited to 100 attendees, so don’t wait to sign up!

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CFA Society Seattle Annual Meeting

SAVE THE DATE!

Registration Coming soon