Upcoming Events

Tue. 3/16
Life Science Innovation Northwest Conference 2010 (not a CFA Seattle sponsored event)

Tue. 3/16
REPORT FROM OLYMPIA: THE STATE OF OUR STATE'S PUBLIC PENSION SYSTEMSSeattle Location(This is not a CFA Seattle Sponsored Event)

Wed. 3/17
REPORT FROM OLYMPIA: THE STATE OF OUR STATE'S PUBLIC PENSION SYSTEMSBellevue Location(This is not a CFA Seattle Sponsored Event)

Tue. 3/23
Deconstructing the Drivers of Asset Allocation Joe Ramos, Director, Portfolio Manager, and Ronald Temple, CFA; Managing Director, Portfolio Manager Lazard Asset Management

Fri. 4/16
Cards and Camaraderie: Third Annual CFA Seattle Texas Hold'em Tournament

Tue. 5/4
Book Forum Discussion: " The Greatest Trade Ever "

CARDS AND CAMARADERIE

CFA Seattle's Third Annual Texas Hold 'Em Tournament

The annual CFA Seattle poker tournament has earned a strong following and a reputation for quality and friendly interaction. Connect with colleagues in the Seattle business and finance community at this exquisite evening of Cards and Camaraderie

New to the game? No experience? No problem!
Please join us. A "learners" table practice round will take place 30 minutes prior to the start of the tournament. Cards and Camaraderie, the society's Third Annual No-Limit Texas Hold 'Em tournament will be held at in the fabulous Washington Room of the Columbia Tower Club. The event is for just for fun, but winners and participants will receive special prizes.

 


Jobs Newsletter

CFA Society of Seattle actively searches for industry job listings that can be found in the members-only section of the site. Register to receive a broadcast email with an overview when new listings are posted. info@cfaseattle.com. Nonmembers can subscribe to the newsletter for $15 for 90 days or $25 for 180 days here. Also, if you know of any available jobs, they can be posted here.


About CFA Society of Seattle

Created in 1974, the CFA Society of Seattle is composed of investment professionals dedicated to professional excellence, integrity, education, volunteer service and strength of community. The CFA Society of Seattle has over 900 members representing all major investment firms in the Puget Sound region. The CFA Society of Seattle is a local society of CFA Institute®, Charlottesville, Virginia, www.cfainstitute.org.

The CFA Society of Seattle:
Is a local, non-profit organization that serves the needs of members by:
  • Providing a forum for the exchange of information, education and ideas among the investment community
  • Enhancing members' investment knowledge and professional practices
  • Encouraging high ethical standards and professional conduct among all participants in the investment industry, and
  • Fostering a culture of inclusion, diversity and respect among investment professionals.

CFA Society of Seattle News

THANK YOU FOR MAKING OUR 7th ANNUAL FORECAST DINNER A SUCCESS

The Seventh Annual CFA Seattle Forecast Dinner took place on Thursday, February 18, 2010 at the Seattle Marriott Waterfront. The successful event began with a lively cocktail reception, followed by a multi-course surf-and-turf dinner,  topped off with presentations from three renowned speakers of notable caliber and influence in the global capital markets. Event photos here.
Speakers were:

James Paulsen, Ph.D.
Chief Investment Strategist, Wells Capital Management. Jim Paulsen is the chief investment strategist at Wells Capital Management. Jim develops strategies that assist in the management of separate institutional account assets as well as mutual and collective investment funds. 

Download Presentation

Fran Kinniry
Principal, Vanguard
Fran Kinniry is a principal of Vanguard and a senior member of Vanguard's Investment Strategy Group. Mr. Kinniry and his team are responsible for ongoing capital market research, portfolio design, development and implementation of customized investment solutions, investment market commentary, and research. 

Download Presentation

Cindy Sweeting, CFA
President, Templeton Global Advisors
Cindy Sweeting is president of Templeton Global Advisors Limited, lead portfolio manager of Templeton Growth Fund and Templeton Growth (Euro) Fund, and co-portfolio manager of Templeton World Fund. Ms. Sweeting is also Director of Portfolio management for Templeton Global Equity Group. 

Download Presentation

Enjoy photos from this elegant evening here.

Thank you, members!
CFA Seattle extends a sincere thanks to the event's speakers and emcee Yoram Bauman of the University of Washington. Many thanks as well to the volunteers who took part in making this event a success, under the leadership of this year's co-chairs, Doug Hockersmith and Kathryn Sullivan.



Meet CFA Seattle's Members
Meet our Society's membership via the Member Highlights page. You are invited to visit this page periodically, and learn about your peers. A different member will be highlighted monthly. The next one might be you!