CFA Society Portland

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.

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

Wine, networking, and vineyard views — join CFA Society Portland on June 11 at Amaterra Winery for our Seventeenth Annual Meeting & Wine 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 & Wine Tasting on June 11 at Amaterra Winery. ...
05/28/2026

Raise a glass with CFA Society Portland at our Seventeenth Annual Meeting & Wine Tasting on June 11 at Amaterra Winery. 🍷

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 Winery for our Seventeenth Annual Meeting & Wine Tasting. 🍷 Enjoy excep...
05/19/2026

Join CFA Society Portland on June 11 at Amaterra Winery for our Seventeenth Annual Meeting & Wine 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

Factor investing, indexing, and valuation theory—how do they fit together in today’s markets?Join CFA Society Portland o...
05/13/2026

Factor investing, indexing, and valuation theory—how do they fit together in today’s markets?
Join CFA Society Portland on May 21 at CH Northeast for a luncheon with Mitchell Firestein of Avantis Investors.

Register today! https://conta.cc/4048BX5

A big thank you to everyone who joined us for this year’s Investment Strategy Dinner! It was an engaging evening of conv...
05/06/2026

A big thank you to everyone who joined us for this year’s Investment Strategy Dinner! It was an engaging evening of conversation, connection, and market insights, featuring Gabriela D. Santos of J.P. Morgan Asset Management. We’re grateful to our members, sponsors, and guests for making this event a continued success. View photos from the evening: https://ow.ly/peVQ50YVzXf

📅 One week to go!There’s still time to join CFA Society Portland on May 7 at Taylor Street Tavern for an exclusive lunch...
04/30/2026

📅 One week to go!

There’s still time to join CFA Society Portland on May 7 at Taylor Street Tavern for an exclusive luncheon with Royce Investment Partners.

Don’t miss insights from Kavitha Venkatraman and Steve Clark, CFA®, on the small-cap market outlook, common myths, and where opportunity may lie today.

➡️ Register before it fills up: https://ow.ly/WUos50Yferw

Small caps, up close.Join CFA Society Portland on May 7 at Taylor Street Tavern for an exclusive luncheon with Royce Inv...
04/14/2026

Small caps, up close.

Join CFA Society Portland on May 7 at Taylor Street Tavern for an exclusive luncheon with Royce Investment Partners.

Hear from Kavitha Venkatraman and Steve Clark, CFA®, on today’s market backdrop, common misconceptions, and where they’re seeing opportunity.

👉 Register now: https://ow.ly/mbpz50Yfep7

What happens when value strategies become too factor-focused?Join Mitchell Firestein of Avantis Investors at the CFA Soc...
04/14/2026

What happens when value strategies become too factor-focused?

Join Mitchell Firestein of Avantis Investors at the CFA Society Portland Luncheon on May 21 for a discussion on indexing trends, valuation theory, and the design of systematic investment strategies.

Register today! https://conta.cc/4048BX5

Join us for the 19th Annual Investment Strategy Dinner—an evening of insight, connection, and meaningful conversation.Th...
04/06/2026

Join us for the 19th Annual Investment Strategy Dinner—an evening of insight, connection, and meaningful conversation.

This year’s keynote features Gabriela D. Santos of J.P. Morgan Asset Management, sharing perspectives on today’s evolving market landscape.

📅 April 30, 2026 | 5:30–8:00 PM
📍 Portland Art Museum

Secure your spot: https://ow.ly/pGPY50YCwgh

Address

Portland, OR
97204

Telephone

(888) 325-5072

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