Upcoming Events


  • Thursday
    26
    June

    WR Speaker Series: In the Middle of the 3% Reckoning

    Jun 26, 01:00 PM - 02:00 PM (PT)

    At the core of VanEck is our goal to identify pertinent market trends before they become mainstream and then develop intelligent solutions for investors. As we move through the middle of a fiscal reckoning in the U.S., investors face a shifting macro environment shaped by spending cuts, tariffs and recessionary pressures. Jan van Eck, CEO, will discuss where we are in the cycle, what markets may still be underestimating, and where he is seeing both risk and opportunity.

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  • Thursday
    26
    June

    CFA Society Seattle 2025 Annual Meeting & Networking

    Jun 26, 04:00 PM - 06:00 PM (PT)

    Please join us for our Annual CFA Society Seattle Board Meeting and Volunteer Recognition Reception at the Hyatt Regency Seattle located at 808 Howell St. Seattle.

    During the meeting, the Board of Directors will share highlights from this past year, announce election results, welcome the new Board, celebrate our Volunteer of the Year, and accept feedback and questions from the membership.

    After our Annual Meeting, we will continue to celebrate with the volunteers, staff, and members who worked so hard to make this year a huge success over a buffet dinner and refreshments. This is a great opportunity for anyone interested in volunteering next year to connect with our leaders and learn more about our existing opportunities.

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    This is a free event for all who would like to attend.

    Seattle, WA, United States

  • Tuesday
    15
    July

    Microcap stocks: rightfully overlooked or a missed opportunity

    Jul 15, 12:00 PM - 01:00 PM (PT)

    Christopher Tessin, CFA

    Christopher D. Tessin is a Founder and Managing Partner of Acuitas Investments and serves as the Lead Portfolio Manager of the Small and Microcap portfolios.

    Prior to founding Acuitas, he served as Portfolio Manager at Russell Investments with responsibility for all of the firm's US microcap, small and small/mid cap strategies. Prior to his tenure at Russell Investments, Chris held positions in asset management and investment research at Bear Stearns, Schroders and Lehman Brothers. Chris is a regular contributor to CNBC and has been quoted in the Wall Street Journal, Business Week, The New York Times and other publications. Chris holds a BA in Economics and Philosophy from Columbia University and an MBA in Finance from Columbia Business School. He is a member of the Seattle Society of Financial Analysts.

    Molly Ono

    Molly Ono is Head of Distribution at Acuitas and responsible for fostering and expanding relationships with asset owners, consultants and financial institutions.

    She has over 20 years of experience working with a range of institutional investors and consultants across asset classes. Prior to joining Acuitas, she established the West Coast office for Impax, a leading UK-based specialist asset manager. There, she led West Coast distribution and client service, co-headed consultant relations and served as a portfolio specialist. She began her investment industry career with Invesco serving on the stable value team and later on the institutional distribution team. Molly is experienced working with the unique needs of various institutional investors including public and corporate retirement plans, endowments, foundations, consultants, wealth managers and financial institutions.

    Molly holds an MSF from Portland State University and a BA from the University of Oregon. She serves on the boards of Portland Women in Investment Management, Randall Children’s Hospital Foundation and The Library Foundation.

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    This event is free for everyone

  • Monday
    21
    July

    The Road Ahead: Private Market Alternatives from Today's Lens to Tomorrow's Potential

    Jul 21, 01:00 PM - 02:00 PM (PT)

    Western Region Speaker Series:

    Join Invesco and CAIS as we explore our current outlook for Private Markets, how advisors are leveraging them today, and how their allocations are evolving for the future.

    Free for everyone

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