CFA Society Detroit

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CFA Society Detroit CFA Society Detroit currently has over 500 members. Approximately 90% of our membership holds the Cha

We're less than a week away from our 2026 Forecast Event at Hudson's Detroit, and we're excited to introduce our next fe...
10/30/2026

We're less than a week away from our 2026 Forecast Event at Hudson's Detroit, and we're excited to introduce our next featured speaker: Andy Buckley of NBC's The Office!

Before audiences knew him as David Wallace, CFO of Dunder Mifflin on The Office, Andy Buckley was building a successful career in finance. Five years into his career as a Financial Advisor at Merrill Lynch, where he was part of a team managing more than $500 million in personal assets, Andy received an unexpected call that would change his life: an opportunity to appear on NBC's hit comedy The Office.

His real-world experience in finance proved to be the perfect preparation for his fictional role as Dunder Mifflin's CFO. Remarkably, Andy continued working at Merrill Lynch for another six years while appearing on the show, eventually transitioning into a full-time acting career.

Since then, he's built an impressive résumé across television and film. His television credits include HBO's Avenue 5, alongside Hugh Laurie and Josh Gad, and Netflix's FUBAR, starring Arnold Schwarzenegger.

On the big screen, Andy has appeared alongside an incredible lineup of talent, including Will Ferrell, Mark Wahlberg, Michael Keaton, Jeremy Renner, Chris Pratt, Sandra Bullock and Melissa McCarthy. His film credits include The Other Guys, The House, Jurassic World, The Heat, Bridesmaids, Lady Bird and Bombshell.

A Boston native who grew up in several cities across the country, Andy attended Stanford University, where he also played on the golf team during his first two years.

From managing financial portfolios to playing one of television's most recognizable CFOs, Andy brings a truly unique perspective on career pivots, taking unexpected opportunities and embracing the possibilities that come with them.

We look forward to welcoming Andy Buckley to the stage at Hudson's Detroit!

We’re just over a week away from our 2026 Forecast Event at Hudson’s Detroit! 🎉 Today, we’re excited to introduce our fe...
10/27/2026

We’re just over a week away from our 2026 Forecast Event at Hudson’s Detroit! 🎉 Today, we’re excited to introduce our featured speaker, Nancy R. Lazar, Chief Global Economist at Piper Sandler.

Nancy leads Piper Sandler’s global economics research team, providing institutional investors with forward-looking insights into the U.S. and global economy. Widely recognized as one of Wall Street’s leading macroeconomic strategists, she is known for her independent perspective, data-driven analysis, and ability to identify emerging economic trends before they become consensus.

Prior to joining Piper Sandler, Nancy co-founded Cornerstone Macro, a leading independent macroeconomic research firm acquired by Piper Sandler in 2022. She previously co-founded ISI Group, serving as Vice Chairman for more than two decades and helping build one of the industry’s most influential independent research organizations. Earlier in her career, she served as Senior Vice President at C.J. Lawrence.

Nancy’s work has earned consistent industry recognition. Ranked by Institutional Investor since 2001, she has repeatedly placed among the industry’s top two economists, earning the No. 1 ranking in both 2015 and 2025. She was also named to Barron’s list of the 100 Most Influential Women in U.S. Finance for five consecutive years, from 2020 through 2024.

A graduate of Kalamazoo College, Nancy remains actively involved in several prominent professional organizations, including the Economic Club of New York, the National Association for Business Economics (NABE), New York Forecasters, Money Marketeers, and Women in Finance & Housing.

We look forward to hearing Nancy’s insights and perspectives at this year’s Forecast Event on 11/5!

We're just a few short weeks away from our Annual Forecast Event at Hudson's Detroit on November 5, and the rumors are t...
10/20/2026

We're just a few short weeks away from our Annual Forecast Event at Hudson's Detroit on November 5, and the rumors are true! Andy Buckley, best known as David Wallace on The Office, will be joining us as a featured speaker.

But before Hollywood, Andy was building a successful career in wealth management at Merrill Lynch. His presentation, “The Financial Advisor Who Became a Sitcom Star,” shares the story of his unexpected journey from finance to the entertainment industry.

Attendees will hear firsthand how Andy navigated two highly competitive industries while balancing client relationships, pursuing his passion for acting and ultimately making his Hollywood breakthrough. His story offers valuable insights into career adaptability, taking calculated risks, staying authentic and embracing unexpected opportunities.

Join us November 5 at Hudson's Detroit for an engaging conversation and a fresh perspective on what it takes to navigate change and build a successful career.

We look forward to seeing you there!

We’re just 23 days away from our Annual Forecast at Hudson’s Detroit! 🎉As we count down to November 5, we’d like to exte...
10/16/2026

We’re just 23 days away from our Annual Forecast at Hudson’s Detroit! 🎉

As we count down to November 5, we’d like to extend a big thank-you to our Platinum & Gold Sponsors for their generous support in making this event possible:

Yousif Capital Management
Capital Group
Loomis, Sayles & Company
Sigma Investment Counselors

You don’t want to miss this! Join CFA Society Detroit on Thursday, November 5, for its premier annual event at the newly...
10/14/2026

You don’t want to miss this! Join CFA Society Detroit on Thursday, November 5, for its premier annual event at the newly opened Department at Hudson’s in downtown Detroit.

Hear from Nancy Lazar, Chief Global Economist at Piper Sandler, on the economic trends shaping markets and investment opportunities, followed by Andy Buckley, best known as David Wallace on The Office, who will share his unexpected journey from wealth management to Hollywood and insights on career pivots, calculated risks and embracing opportunity.

Enjoy an afternoon of timely insights, inspiring stories and meaningful connections with Detroit’s investment and business community, followed by cocktails, hors d’oeuvres and networking.

📍 Department at Hudson’s | Detroit
đź“… Thursday, November 5, 2026
⏰ 2:30–7 p.m.

Don’t miss this opportunity to learn, connect and gain fresh perspectives from these two remarkable speakers! Visit our website to register today!

Sponsorship Opportunities Available. 👏🏼 Join us for CFA Society Detroit’s Annual Luncheon on November 5 at Hudson’s Detr...
10/12/2026

Sponsorship Opportunities Available. 👏🏼 Join us for CFA Society Detroit’s Annual Luncheon on November 5 at Hudson’s Detroit! With a membership of more than 500 investment professionals across the greater Detroit area, CFA Society Detroit connects industry leaders through educational events, corporate presentations, career development and networking opportunities.

Limited sponsorship opportunities are available, offering valuable brand exposure, VIP meet-and-greet opportunities, event listings, logo recognition and more.

Visit our website to secure your sponsorship today!

We’re heading to the Hudson’s Building in Detroit! Join us Thursday, November 5 for our 2026 Forecast Event, bringing to...
10/08/2026

We’re heading to the Hudson’s Building in Detroit! Join us Thursday, November 5 for our 2026 Forecast Event, bringing together two dynamic voices with unique perspectives on the economy, financial markets, leadership and the power of embracing unexpected opportunities.

🎤 Nancy Lazar, Chief Global Economist at Piper Sandler and one of Wall Street’s respected economic voices, will share her outlook on the global economy, including the trends shaping markets, policy, inflation, consumer behavior and investment opportunities.

🎬 Then, hear from Andy Buckley — “The Financial Advisor Who Became a Sitcom Star.” Best known for his role as David Wallace on The Office, Andy brings a one-of-a-kind story that bridges the worlds of finance and entertainment—and offers an inspiring perspective on taking unexpected opportunities and turning them into something more.

Set against the backdrop of one of Detroit’s most anticipated new venues, the 2026 CFA Society Detroit Annual Event promises an afternoon of timely market insights, memorable stories and meaningful connections with investment professionals and business leaders from across the region.

Don’t miss this opportunity to gain perspective, make connections and experience this one-of-a-kind event.

Reserve your seat today and join us at the Hudson’s Building on November 5!

https://www.cfasociety.org/detroit/events/event-description?CalendarEventKey=4b3afb6d-2499-4325-b5cb-01a08b8f4d57&CommunityKey=90d30c28-1663-4b20-9f11-0185dee0c2a3&Home=%2fdetroit%2fsociety-events%2fupcoming-events

A fantastic night out in Windsor! 🇨🇦Last night, CFAD members gathered at the beautiful Beach Grove Golf & Country Club f...
10/07/2026

A fantastic night out in Windsor! 🇨🇦

Last night, CFAD members gathered at the beautiful Beach Grove Golf & Country Club for an insightful conversation on what history’s greatest investment manias can teach us about today’s markets — and the lessons investors can take from the past as they navigate an ever-changing financial landscape.

A special thank you to Cole Smead, CFA and Smead Capital Management for sharing their expertise and sponsoring a terrific evening of conversation, connection and learning. We’re grateful to everyone who joined us!

“The strength of a community is measured by how it cares for its people.” 💙 What a day! Thanks to all who joined us for ...
10/02/2026

“The strength of a community is measured by how it cares for its people.” 💙

What a day! Thanks to all who joined us for Volunteer Day with Life Remodeled in Detroit. 👏

CFA Society Members + Friends! Plans for Friday? Join us for a day of giving back with Life Remodeled  in Detroit — and ...
09/28/2026

CFA Society Members + Friends! Plans for Friday? Join us for a day of giving back with Life Remodeled in Detroit — and there’s still time to sign up!

We’ll be working alongside Detroit community members and corporate partners on blight removal and neighborhood beautification projects, helping create safer, cleaner and more vibrant spaces throughout the city.

Come lend a hand, connect with fellow CFA Society members and make a meaningful impact in our community. We’d love to have you with us!

To register: https://www.cfasociety.org/detroit/society-events/upcoming-events

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Saline, MI

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