CFA Society Portland

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CFA Society Portland Our society is an association of local investment professionals. To find a CFA for your investment and wealth management needs, please visit www.trustcfa.org.

Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:

ethical and professional standards within the investment industry,
encourage professional development through the CFA Program and continuing education,
facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
work to further the public's understanding of the CFA designation and investment industry. As one of CFA Institute member societies, our society connects members to a global network of investment professionals.

Which alternatives actually earn a place in a wealth portfolio, and which may be less suitable? This webinar focuses on...
10/09/2026

Which alternatives actually earn a place in a wealth portfolio, and which may be less suitable?

This webinar focuses on the practical questions. Kelly DePonte, Daniil Shapiro CFA, and Peter Hecht bring direct practitioner perspectives on how to evaluate alternative investments for wealth clients, what drives portfolio fit, common allocation challenges, and how to make the case with confidence.

If you advise clients on portfolio construction or oversee alternative allocations, this session can help strengthen your approach.

Register now: https://ow.ly/7h0j50ZWhQk

CFA Institute members can self-report 1 PL credit for attending.

CFA Institute LIVE 2027: Where better investment judgment is built Mark your calendar! Experience CFA Institute LIVE 202...
09/29/2026

CFA Institute LIVE 2027: Where better investment judgment is built Mark your calendar! Experience CFA Institute LIVE 2027 Global, and work with your peers to strengthen your investment judgment through facilitated Decision Labs, candid practitioner conversations, and sessions on 17-18 March in Toronto. Join the email list to receive the latest announcements and event updates. https://ow.ly/UF5e50ZSNH6

⛳ Thanks for a great day on the course!A big thank you to everyone who joined us for the CFA Society Portland Annual Gol...
09/29/2026

⛳ Thanks for a great day on the course!

A big thank you to everyone who joined us for the CFA Society Portland Annual Golf Tournament—and especially to our sponsors who helped make the day possible. We appreciate your support!

Thank you to our sponsors:
Aristotle • Avantis Investors • Capital Group American Funds • Caspian Capital LP • LGT Capital Partners • Manulife John Hancock Investments • Payden & Rygel • Artisan Partners • Breckinridge Capital Advisors • Cambria Investments • Citizen Mint • Franklin Templeton • Global X ETFs • Medulla (ChiroOne Wellness Centers) • Pacer Financial • Prospect Capital Management • Xtollo Investment Partners

Looking forward to next year! ⛳

AI is changing the advisor landscape—are you ready for what’s next?Join CFA Society Portland on September 23 as Nick Man...
09/01/2026

AI is changing the advisor landscape—are you ready for what’s next?

Join CFA Society Portland on September 23 as Nick Mancini of Schwab Advisor Services explores how advisors are putting AI to work today, where it’s having the greatest impact, and what’s ahead as AI moves toward more advanced workflows.

📅 September 23 | 12:00–1:15 p.m.
📍 Venue 13

Register today: https://conta.cc/3RG038e

🏌️ Dust off those clubs—it’s golf time! ⛳Join CFA Society Portland for one of our most popular events of the year! Grab ...
08/31/2026

🏌️ Dust off those clubs—it’s golf time! ⛳

Join CFA Society Portland for one of our most popular events of the year! Grab a foursome or sign up solo and we’ll pair you up. All skill levels welcome—come for the golf, stay for the networking and fun! Register today! https://ow.ly/bxXs50ZHtfr

Join Meldrum for a free informative webinar designed for current and aspiring CFA candidates who want to not only pass t...
08/10/2026

Join Meldrum for a free informative webinar designed for current and aspiring CFA candidates who want to not only pass the exam, but truly understand an apply the concepts in real-world situations to advance their careers in finance. Register: https://ow.ly/RTvP50ZycSX

W**e, networking, and vineyard views — join CFA Society Portland on June 11 at Amaterra W**ery for our Seventeenth Annua...
06/03/2026

W**e, networking, and vineyard views — join CFA Society Portland on June 11 at Amaterra W**ery for our Seventeenth Annual Meeting & W**e Tasting. 🍷

Enjoy an evening with Portland’s investment community and take home a complimentary Riedel tasting glass as part of the experience.

Members, nonmembers, and guests are all invited. Register here: https://ow.ly/ebIE50Z1PIX

Raise a glass with CFA Society Portland at our Seventeenth Annual Meeting & W**e Tasting on June 11 at Amaterra W**ery. ...
05/28/2026

Raise a glass with CFA Society Portland at our Seventeenth Annual Meeting & W**e Tasting on June 11 at Amaterra W**ery. 🍷

Connect with Portland’s investment community while enjoying exceptional wines, scenic views, and great conversation. Plus, each attendee will receive a complimentary Riedel tasting glass to take home.

Members, nonmembers, and guests are welcome! Register today: https://ow.ly/Ox6f50Z1Pwz

Thank you to everyone who joined us for our luncheon with Mitchell Firestein of Avantis Investors. We appreciated the th...
05/22/2026

Thank you to everyone who joined us for our luncheon with Mitchell Firestein of Avantis Investors. We appreciated the thoughtful discussion, valuable insights, and opportunity to connect with fellow investment professionals.

We hope to see you at an upcoming CFASP event. View our event calendar and register for future programs here: https://ow.ly/eu6b50Z3fpW

Join CFA Society Portland on June 11 at Amaterra W**ery for our Seventeenth Annual Meeting & W**e Tasting. 🍷 Enjoy excep...
05/19/2026

Join CFA Society Portland on June 11 at Amaterra W**ery for our Seventeenth Annual Meeting & W**e Tasting. 🍷 Enjoy exceptional wines, great conversation, and networking with Portland’s investment community. Each attendee will also receive a complimentary Riedel tasting glass to take home. Members, nonmembers, and guests are all welcome — register today! https://ow.ly/wGhN50Z1PtO

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Portland, OR
97204

Telephone

(888) 325-5072

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