Upcoming Events

Fri. 2/5
PNIRC (Pacific Northwest Investment Research Challenge) Final Competition Four finalist university teams & a panel of expert judges

Thu. 2/18
TABLE SPONSOR Seventh Annual CFA Seattle Forecast Dinner

Thu. 2/18
GOLD SPONSOR Seventh Annual CFA Seattle Forecast Dinner

Thu. 2/18
SILVER SPONSOR Seventh Annual CFA Seattle Forecast Dinner

Thu. 2/18
INDIVIDUAL REGISTRATIONS Seventh Annual CFA Seattle Forecast Dinner

Fri. 3/5
Cards and Camaraderie: Third Annual CFA Seattle Texas Hold'em Tournament

Forecast Dinner on February 18

An event you won't want to miss!

The Seventh Annual CFA Seattle Forecast Dinner will take place Thursday, February 18, 2010 at the Seattle Marriott Waterfront. Register today.

Gold Sponsors:

Capital IQ Compustat
Capital IQ ClariFI





Rainer Investment Management, Inc. 


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

Forecast Dinner 2010

Join us for a lively evening and interactive discussion about where to invest successfully in the year 2010.

The Seventh Annual CFA Seattle Forecast Dinner will take place Thursday, February 18, 2010 at the Seattle Marriott Waterfront. Register today.

5 p.m. Hosted Cocktail Reception
6 p.m. Dinner and Speaker Event Begins

Back by popular demand Emcee: Yoram Bauman, Ph.D.
, The world's first and only stand-up economist.

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. Wells Capital Management is an asset management organization that has over $350 Billion in assets under management.

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. Vanguard is a global asset management organization that has over $1.3 Trillion in assets under management

Cindy Sweeting, CFA
President, Templeton Global Equities

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. Franklin Templeton is a global asset management organization that has over $500 Billion in assets under management.

To register for this event, please go to Future Events webpage or click on the 02/18/10 Registration link, or contact the CFA Seattle office at info@cfaseattle.org or 206-304-5053.

For sponsorship opportunities and benefits, please contact our Forecast Dinner Chair: Doug Hockersmith at 206-623-6641 or dhockersmith@pacific-portfolio.com.



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!