CFA Society Seattle

This fall, 18 distinguished speakers from diverse backgrounds in finance, investment, and market analysis are coming together to discuss the emerging trends, opportunities, and challenges in private markets. 🔹5 September: Private Equity and Venture Capital 🔹19 September: Private Credit 🔹3 October: Real Estate 🔹17 October: Hedge Fund Don’t miss this unique opportunity to gain insights from industry leaders and learn how to elevate your skills and knowledge in this dynamic field. ➡️Register now! https://cfainst.is/3X4rdFI If you're unable to attend or the timing doesn't fit your schedule, simply select the “Recording Only” option at the top of the page to receive access to the recorded webinar and watch at your convenience.

CFA Society Seattle will host a virtual meeting on Thursday, September 12th, 2024, at 11:00 AM. The discussion will focus on asset-based finance, one of the most talked-about areas in private credit today and a rapidly growing complement to direct lending. The session will provide an overview of this asset class, explore its sub-sectors, and delve into how institutional allocators are integrating it within their total portfolios. REGISTER https://lnkd.in/g7GPi-rX

CFA Society Seattle is forming a University Relations Committee to proactively support faculty and student groups at the area Universities.        ·    We are seeking individuals who would be the primary coordinator for a University. This would involve periodically contacting faculty and students to determine needs and offer resources from CFA Institute and CFA Society Seattle.  ·    Many universities are seeking guest speakers to educate students about the financial industry. If you are interested in speaking on your subject area or work history to University students, we could use your help!   If you are interested in helping out and would like to learn more, please email David Simpson, CFA at [email protected]

CFA Society Seattle held its annual golf event at the Bellevue Golf Course on Friday. The weather conditions were perfect, the tournament was competitive, and the networking was fun with new and old friends! The traditional wine putting challenge continued, and many went home with a souvenir! We want to thank all of our sponsors for supporting our event and making it special: BondBloxx J.P. Morgan John Hancock Investment Management Columbia Threadneedle Investments, US Franklin Templeton Core Spaces State Street SPDR ETFs

⛳️🏌️♂️🏌️♀️Attention Seattle area! Now that summer is in full swing, CFA Society Seattle hopes that you have dusted off the old golf clubs and are ready to join us at the upcoming Annual Golf event in Bellevue on August 16th! Join us for a day filled with fun activities including an educational luncheon, a shotgun style tournament, dinner, valuable social networking opportunities, and our famous putt for wine contest! 🍷 State Street SPDR ETFs is one of several proud sponsors for this event! Additional sponsorship opportunities are available, please reach out directly to learn more. Register below ⬇️

Looking to find the latest update in alternative investments industry? Join us for ALTSSEA, taking place on October 16-17, at Grand Hyatt Seattle. ALTSSEA is hosted by CFA Society Seattle, CFA Society Portland, CAIA Association, and Markets Group. View the latest update ➡️ https://lnkd.in/gmB_n436 #ALTSSEA Paul Hamann Debra Haym Karly Congero Hema Ezhil Nicole Lopez Katie Merch-Chammon Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Jennifer Hughey Giancarlo Sanchez Ureña

Yesterday, CFA Society Seattle hosted a fun cruise on the water with event sponsor S&P Global, a team that I am fortunate to partner with alongside at State Street Global Advisors. Ophir Bruck, María del Consuelo Sánchez Mendoza, CIPM, Ryan Heslin and Chantal Michael spearheaded an insightful discussion commemorating the 5-year anniversary of the S&P 500 ESG Index. They shared valuable insights on the S&P corporate Sustainability Assessment industry-specific materiality framework as we floated around Lake Union and took full advantage of a perfect day! The event provided great networking, education, and reaffirmed that Seattle knows how to win at summer! 🌞🛥️🍻 #CFASocietySeattle #ESGIndex #SustainabilityAssessment #SeattleSummer

Failing the exam is not the end of the road. After many months of studying and so much dedication on your part, underscoring can be difficult, we know. To spark your determination again, we asked some of our most accomplished charterholders how they dealt with this setback and why it ultimately didn't define their success later in life.

CFA Society Seattle - Summer Boat Cruise Social Thursday, July 18th, 2024 Trek Event |  1100 W. Ewing St. |  Seattle WA 98119 5:30pm - 8:00pm CFA Society Seattle invites you for a spectacular evening summer boat cruise. Come aboard our Summer Social on the Seattle Trek Ferry! Enjoy the PNW summer weather as we cruise through Lake Union and out to Lake Washington, enjoying food and drinks along the way. We're thrilled to announce that S&P Global Dow Jones Indices is our sponsor, with Maria Sanchez, Director of Sustainability Index Product Management, U.S. Equity Indices, & Ophir Bruck, Head of Investment Management & Insurance Sustainability Solutions, North America, presenting insights on sustainable investing. Secure your spot by registering via the following link: https://lnkd.in/gZcgUQ9K

Please Welcome the 2024 / 2025 CFA Society Seattle Board! Olga Bystrova, CFA - President Garrett Grigas, CFA - Vice President Monika Agarwal, CFA - Treasurer Laura Foster, CFA - Secretary Hayden Wieck, CFA, CAIA - Director Giorah Bour Ph.D., CFA, FRM - Director David Simpson, CFA, CFP® - Director Jason Kronstad, CFA, CAIA - Director Ramiro Higuera - Director Alec Stais, CFA - Past President