Upcoming Events

AI & Robotics: Investing in Technology Across Industries

As AI advancements accelerate and adoption is surging, investors are approaching a pivotal moment. Over the past decade, R&D initiatives across the Robotics & Automation space have shifted focus away from hardware toward software-based technologies. These evolving digital technologies are enabling new automation solutions among a broader set of end-markets outside of traditional industrial applications. Across the AI Tech Stack, groundbreaking technologies are emerging to power the next generation of automation applications spanning infrastructure, software, services and applications.

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Demystifying Reinsurance and Catastrophe Bonds

Reinsurance, also referenced as insurance-linked securities (ILS), is an asset class that can provide attractive returns while expressing an intuitively low correlation to traditional asset classes. Unfortunately, many investors are scared away by terms like “catastrophe bonds” and news about climate change. However, the risks are often misunderstood. This discussion will provide an introduction to reinsurance, catastrophe bonds, and discuss how to access, evaluate and implement the asset class in a portfolio.

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Young Professionals Event – Careers Panel and Happy Hour

Hello CFA Seattle! We will be hosting a Young Professionals Networking Event, featuring a panel discussion at 5:30 PM followed by a happy hour. This is a great opportunity for charterholders, candidates, and young professionals to connect and hear from panelists as they share their career journeys across the finance industry. The panel will share experiences and lessons learned over their careers across various industries within finance including asset management, academia, consulting, human resources, investment banking, and private wealth management.

Whether you're exploring different areas of finance, considering a career pivot, seeking advice, or simply looking to expand your network in the Seattle area, we’d love to see you there. While designed with young professionals in mind, the event warmly welcomes guests of any age. Please feel free to pass along the invitation for all professionals in the industry to register, even if they are not currently taking part in the CFA program!

Confirmed speakers and bios to follow!

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CFA Society Seattle Mariners Game!

CFA Society Seattle Mariner Game!

Sponsored by MFS Investments

Please join the CFA Society Seattle and MFS Investment Management for a night of fun at the Mariners game vs. the Boston Red Socks! 

Prior to the game, we will meet near the stadium at the beer garden outside Victory Hall at the Box Yard for the pre - game cocktail hour hosted by MFS. After the happy hour, 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. 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. 

Ticket Distribution

Tickets will be sent to the email used to register for the event.

You can then access your tickets from your MLB Ballpark app using your email sign in.

Members $25 / Non-Members $50

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CFA Society Seattle Book Club: Nexus: A Brief History of Information Networks from the Stone Age to

Please join us to discuss Part 1: Human Networks, from the book: Nexus by Yuval Noah Harari. The book is structured into three parts that each focus on a different aspect of the development of human networks. Our next two book club meetings will continue with Part 2: The Inorganic Network and Part 3: Computer Politics.

In Part 1 of Nexus, Human Networks, the author explores how information networks have shaped human history by connecting people through shared stories, beliefs, and systems. He highlights how narratives unify societies, enable large-scale cooperation, and drive the formation of bureaucracies through writing. Yuval Noah Harari also warns that these networks can spread misinformation and division, showing that more information doesn’t always mean better understanding.

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CFA Society Seattle 2025 Annual Meeting & Networking

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.