Upcoming Events


  • Wednesday
    21
    February

    Blackstone Credit Market Outlook

    Feb 21, 12:00 PM - 01:00 PM (PT)

    Gordon McKemie, CFA, is a Managing Director and portfolio manager within Blackstone Credit & Insurance’s Liquid Credit Strategies group. Mr. McKemie will be providing a topical look into the U.S. liquid credit markets.

     

    In this update Mr. McKemie will provide:

     

    ·        Macro Update

    ·        The current state of the U.S. corporate credit market 

    ·        A discussion on the relative value between high yield bonds and senior loans.

    REGISTER

    Bellevue, WA, United States

  • Monday
    26
    February

    CFA Society Seattle 2024 Research Challenge & Networking Reception

    Feb 26, 04:00 PM - 07:00 PM (PT)

    All are welcome to attend!

    If you have an interest in equity research, join us on Monday, February 26th 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.

     REGISTER

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

    Seattle, WA, United States

  • Friday
    1
    March

    The Case for Middle Market Lending

    Mar 1, 12:00 PM - 01:00 PM (PT)

    U.S. middle market companies represent about a third of the U.S. economy, and we anticipate they will continue to be a robust engine of employment and economic growth.

    Join us to learn why we believe lending to healthy, resilient U.S. middle market companies backed by private equity sponsors represents an attractive and broad opportunity set in today’s market environment.

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    Seattle, WA, United States

  • Wednesday
    6
    March

    Active vs Passive: S&P DJI’s 2024 SPIVA Scorecard Update

    Mar 6, 12:00 PM - 01:00 PM (PT)

    Please join CFA Society Seattle to learn about the results of the 2024 SPIVA Scorecard on the day it is made public. 

    Joseph Nelesen Ph.D. is a senior member of the SPIVA research team at S&P DJI.  He will share the results of how active managers performed against their benchmarks worldwide in the latest report.

    REGISTER

    Seattle, WA, United States

  • Wednesday
    20
    March

    Fixed Income Market Update

    Mar 20, 12:00 PM - 01:00 PM (PT)

    DoubleLine Portfolio Manager Samuel Lau discusses the economy, the markets and his outlook for what he believes may be the best opportunities across the fixed income market

    for 2024.

    REGISTER

    Seattle, WA, United States

  • Thursday
    25
    April

    CFA Society Seattle Annual TopGolf Night! Sponsored by GQG Partners

    Apr 25, 06:00 PM - 07:00 PM (PT)

    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!

    REGISTER

    Renton, WA, United States

  • Wednesday
    8
    May

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

    May 8, 12:00 PM - 01:00 PM (PT)

    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.

    REGISTER

    Seattle, WA, United States