Upcoming Events

Where can Indexes and Factors Fall Short?

Join us for an in-depth discussion on the distinction between factor building and designing real-world investment strategies.  This session offers invaluable insights into the latest developments in financial science and their practical applications.

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CFA Society Seattle 21st Annual Forecast Dinner!

This event is sold out!

Around the Globe and Beyond 

We will hear from David Mericle, US Chief Economist, on the global economic and demographic trends that will inform markets and societies over the coming years. We will also hear from Dottie Metcalf-Lindenburger, educator and US astronaut, on her personal and professional journey.

Schedule:
4:30 PM - Networking
5:30 PM - Dinner and Presentation
8:00 PM - Networking with Dessert

Speakers:

David Mericle

Chief US Economist at Goldman Sachs

Dorothy (Dottie) Metcalf – Lindenburger

Retired NASA Astronaut | Speaker | Educator | Geologist

WAIT LIST ONLY - register to join the waitlist - you will be notified if a spot becomes available - first come first serve.

INDIVIDUAL REGISTRATION

Members $175.00 | Non Members $225.00

Thank you to our Platinum and Gold Sponsors:

Specialists in public and private credit markets. Pioneers in asset-based direct lending.

CFA Society Seattle 2025 Research Challenge & Networking Reception

All are welcome to attend!

If you have an interest in equity research, join us on Thursday, February 27th at 4pm as local university teams compete in the oral presentation for the CFA Institute Research Challenge. 

Following the event, join us for a reception including appetizers, beer, and wine. This is a great opportunity to connect with local investment professionals interested in equity research and participate in this wonderful program put on annually by CFA Society Seattle.

Special thanks to our 2025 Research Challenge Sponsor: Princeton Review

This event is free for everyone, however you must register to attend.

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WE Pacific NW | Wealth and Finance Career Forum | University of Washington

Women in ETFs along with CFA Society Seattle, FPA Greater Puget Sound, and CAIA Pacific Northwest are hosting an all-day event at University of Washington thanks to our friends and sponsors at Computational Finance and Risk Management programs (CFRM), Dept. Of Applied Mathematics.

March 7^th was chosen to place a spotlight on International Women’s Day (March 8^th).  This event will spotlight female leaders from regional and national firms as they inspire the incoming generation.

General Agenda

Organizational Partners:
Women in ETFs Pacific Northwest, CFA Society Seattle, CAIA Pacific Northwest, and FPA Greater Puget Sound

Educational Sponsor:
University of Washington- Computational Finance and Risk Management programs (CFRM), Dept. Of Applied Mathematics 

This event will be tailored for students (both undergraduate and graduate) from multiple local universities, providing them with an opportunity to gain knowledge from esteemed panelists and networking sessions.

REGISTRATION & INFORMATION

CFA Society Seattle Book Club: Floor Rules: Insider Culture in the Financial Markets

CFA Seattle Society is inviting all avid readers to join our next book club meeting where we will be discussing an intriguing read, Floor Rules: Insider Culture in Financial Markets by Mark Geiger.

Author, Mark Geiger, delves into the unofficial norms and customs—referred to as "floor rules"—that govern the behavior of insiders in financial markets. These unwritten rules often hold more sway than official regulations, with violations leading to ostracism rather than legal penalties. Geiger examines the historical roots of these insider cultures, their influence on modern financial systems, and the potential directions they may take amid ongoing technological advancements

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Examine drivers of equity market performance, including concentration, crowding, and factors

Speaker(s) Bio:

Mark is Managing Director and Global Head of Equity Solutions and Equity Portfolio Management. In these roles Mark acts as the general manager to drive the commercial strategy, product development and product integration initiatives across MSCI.  Mark is a frequent speaker at industry conferences and in the financial press and has been quoted in The Wall Street Journal, Hedge Fund Alert, The Financial Times among other outlets.  ​

Prior to joining MSCI, Mark was a member of the Global Alternative Premia group at AQR Capital Management.   Mark joined AQR from BlackRock where he spent ten years, most recently as a regional executive and Head of Factors for iShares.  In this role Mark was responsible for developing the commercial strategy including client support, product development and marketing for the iShares Edge suite of ETFs, including active multi-factor, single and multi-factor index-based strategies.  Before BlackRock Mark served as Vice President and Senior Product Specialist at Columbia Management Group covering fundamental equity growth strategies.  Mark began his career at Fidelity Investments in Boston.  

Mark earned an MBA from University of New Hampshire and an ALM with a concentration in Finance from Harvard. Mark lives in Westport, CT with his wife and two daughters.

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