CFA Society Portland

?? Join Us! Don’t miss “Diversifying with Alternative ETFs” — a lunchtime panel exploring how alternative ETFs can add resilience to portfolios beyond traditional stocks and bonds. Hear insights on digital assets, gold, private and public credit, and an All Weather approach from experts at Bridgewater Associates, Galaxy Asset Management, and State Street Global Advisors. ??? Moderated by Ramiro Higuera (SSGA) ??CH Northeast ?? April 9, 2025 | ?? 12:00 to 1:15 ?? https://ow.ly/V0wg50VnnFC

The 18th Annual Investment Strategy Dinner is just around the corner! We’re honored to feature Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) Group at J.P. Morgan. ?? When: Thursday, April 10, 2025 ?? Where: Portland Art Museum This is your chance to gain valuable insights from a top industry leader and connect with professionals across the financial sector. ?? Don’t wait—register today: https://ow.ly/kLA750UKmWH We can’t wait to see you there!

Spotlight on Alicia Zhang: Empowering Women in Finance As we continue to celebrate the achievements of our CFA Society members, we are delighted to shine the spotlight on Alicia Zhang, whose dedication to the finance industry and commitment to professional growth are truly inspiring. Alicia has graciously shared her experiences and insights in a Q&A session, which you can read in full here ?? https://ow.ly/7bu850Vnkj2 Alicia's journey highlights the importance of continuous learning and networking in the investment industry. Her involvement with our CFA Society has not only broadened her understanding of the industry but also reinforced the value of building strong professional relationships. Supporting Women in Finance In line with Alicia's inspiring story, we would like to bring attention to our Women in Finance Scholarship. This initiative is designed to support female professionals pursuing the CFA charter by helping cover the costs associated with the exam. If you or someone you know is interested in advancing their career in finance, we encourage you to explore this opportunity. Alicia's advice to women entering the finance industry resonates deeply with our mission: "Competence builds confidence over time, and when we develop both, opportunities naturally follow." Let's work together to empower more women to take the first step towards a fulfilling career in finance. Join Us in Celebrating Alicia's Achievements and Supporting Women in Finance! ? Read Alicia's Full Q&A: https://ow.ly/7bu850Vnkj2 ? Learn More About the Women in Finance Scholarship: https://ow.ly/gQOG50Vnkj4 ? Get Involved with Our CFA Society: https://ow.ly/iYg250Vnkj3 Thank you, Alicia, for sharing your insights and inspiring us all! Let's continue to foster a community that supports and empowers professionals in the finance industry.

?? Harnessing AI in Equity Investing – CFASP Luncheon with Sarah Rich Join us on May 14 at CH Northeast for an insightful discussion with Sarah Rich, Lead Client Portfolio Manager at Goldman Sachs Asset Management (QIS). Sarah will explore how AI and advanced data techniques are revolutionizing equity investing, helping investors extract deeper insights and generate alpha in competitive markets. Don’t miss this opportunity to learn from an industry expert! ?? May 14 | ?? CH Northeast ?? Register now! https://ow.ly/1gPS50Vaft7

?? Join Us for a Special Evening! The 18th Annual Investment Strategy Dinner is almost here, featuring keynote speaker Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) Group at J.P. Morgan. ?? Date: Thursday, April 10, 2025 ?? Location: Portland Art Museum Be part of this premier event to gain expert insights and connect with leaders in the financial industry. ?? Register now: https://ow.ly/Onyk50UKmRX Seats are limited—don’t miss out!

?? Save the Date! Women in Finance Forum ??? Join us on May 28th from 4:30 – 6:30 PM for an inspiring Women in Finance Forum! Connect with industry professionals, gain valuable insights, and expand your network. More details coming soon—stay tuned! ??

You’re Invited! Join us for a delightful evening to break up the winter blues and reconnect with familiar faces, while making new connections. Event Details: Date: Wednesday, March 19th Time: 4:00 PM - 6:00 PM Location: Taylor Street Tavern - 808 SW Taylor St, Portland, OR 97205 Cost: Free, however, RSVP required Hosted by Women in ETFs Pacific NW and the CFA Society of Portland, this event promises to be a wonderful opportunity to mingle with friends and colleagues. Enjoy light appetizers and cocktails as we come together to celebrate our community. We look forward to seeing you there! https://ow.ly/8CoR50Vb1SS

?? Join Us for a CFASP Luncheon with Sarah Rich! ?? May 14 | ?? CH Northeast Sarah Rich, Lead Client Portfolio Manager at Goldman Sachs Asset Management (QIS), will discuss "Harnessing the Power of AI in Equity Investing." AI is transforming data-driven investing, unlocking new ways to generate alpha in public equity markets. Sarah will explore how advancements in transformer technology and generative AI are reshaping investment strategies. ?? Register now! https://ow.ly/RkY750V9MqN

Join us for the 18th Annual Investment Strategy Dinner, featuring Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) Group at J.P. Morgan. ?? Date: Thursday, April 10, 2025 ?? Location: Portland Art Museum Don’t miss this opportunity to hear exclusive insights from a leading voice in global finance and network with industry professionals. ?? Register now: https://ow.ly/zkyp50UKmOc Secure your spot before it’s too late!

We’re excited to host the 18th Annual Investment Strategy Dinner featuring Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) Group at J.P. Morgan. ?? When: Thursday, April 10, 2025 ?? Where: Portland Art Museum Gain exclusive insights from a top industry leader and connect with fellow professionals at this highly anticipated event. ?? Secure your spot today: https://ow.ly/HmJ350UKmFg