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Private Client Workshop
A four-hour CFA Institute Traveling Conference Series entitled Investing for Private Clients: Defining the Issues took place on April 22nd.
Presentations were:
At Our Last Meeting...
Schwab's Chief Investment Strategist, Liz Ann Sonders, presented on Strategies for Navigating the Current Economy. Please click here to view the presentation slides.
Fifth Annual CFA Seattle Forecast Dinner
Thank you for making the Fifth Annual CFA Seattle Forecast Dinner a huge success.
You may download the speaker presentation slides via the following links:
Doug Cliggott of Dover LLC
Tobias Levkovich of Citi Investment Research
Please click here to view photos from the 2008 CFA Society of Seattle Forecast Dinner.
2007 Homeless Shelter Dinner
What an amazing event again this year! Participation by CFA Society members and friends was outstanding. We had about 40 who contributed – either by cooking, bringing food, serving, donating supplies, or making cash donations to the shelter. On Sunday evening, January 28th, we served over 130 people at the Family & Adult Service Center. Our dinner was greatly appreciated.
Special thanks – well, to everyone, really. Once again, Liza outdid herself in organizing the event. Patrick, Hoon Kim, Andrea, Steve Cole, Nick Zeppa, Heidi Davis – wonderful servers!
It was also a pleasure for people in our group to get to meet Lenora (Volunteer Coordinator) and Pauline – (Program Director) at the Family & Adult Service Center. What a fine group of people providing such important services in our community.
Once again, thanks to everyone who helped out. I know you brought nourishment and light into a lot of people’s lives.
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