Speaker series sponsors
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CANCELLATION POLICY
To cancel, please contact [email protected] directly.
Cancellation policy: 48 hours in advance of the program for a no-charge cancellation.
The views expressed by the speakers do not necessarily reflect the views or policies of CFA Society Colorado, its Board of Directors or its members. CFA Society Colorado does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.
Past Meetings
Napa vs Sonoma: Can You Taste the Difference?
November 14, 2019
6:00 PM to 8:00 PM
The Way Back
3963 Tennyson St.
Denver, CO 80212
Presented by CFA Society Colorado, PIMCO, and Hartford Funds
The Four D World
November 14, 2019
12:00 PM to 1:30 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Sponsored by Morgan Stanley Investment Management
Denver Happy Hour
November 12, 2019
4:00 PM to 6:00 PM
Ace Eat and Serve
501 E 17th Ave
Denver, CO 80203
Free ping pong, drinks, and appetizers for CFACO members!
CFA Society Happy Hour In Partnership with John Hancock - Colorado Springs
October 28, 2019
3:30 PM to 5:30 PM
Till Kitchen
9633 Prominent Point
Colorado Springs, CO 80924
Sponsored by John Hancock
Thursday Tap Hour - Colorado Springs
October 17, 2019
5:00 PM to 7:00 PM
Old Chicago
7115 Commerce Center Drive
Colorado Springs, CO 80919
Hosted By Transamerica
Macro Outlook: Keeping the Plates Spinning
October 17, 2019
12:00 PM to 1:30 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Sponsored by State Street
October Investment Roundtable Event with RMAFP
October 09, 2019
11:15 AM to 1:30 PM
Metro Denver Chamber of Commerce
1445 Market St
Denver, CO 80202
Join Rocky Mountain Association for Financial Professionals (RMAFP) at joint event on October 9th!
61st NABE Annual Meeting
October 05, 2019
12:00 PM to 1:30 PM
Embassy Suites by Hilton Denver Downtown
1420 Stout St.
Denver, CO 80202
CFA Members are welcome to join NABE members at the 61st NABE Annual Meeting at a special rate!
CFA Society Colorado Night at the Ballpark
September 17, 2019
4:00 PM to 8:30 PM
Lodo's Bar and Grill / Coors Field
Join us on September 17th for CFA Society Colorado Night at the Ballpark!
Excel Modeling Course At The Burridge Center
September 14, 2019
9:00 AM to 5:00 PM
CU Boulder - Leeds School of Business
995 Regent Drive
Boulder, CO 80302
The Burridge Center is pleased to announce that the Pillars of Wall Street instructors are coming back to the Leeds School of Business for a weekend training.
JPMorgan Guide to Retirement Breakfast
September 11, 2019
7:30 AM to 9:30 AM
Denver Country Club
1700 E. 1st Ave.
Denver, CO 80218
Venue website
Presentation on the perceptions and realities of the retirement landscape
CFACO Family Barbecue
September 07, 2019
12:00 PM to 2:00 PM
Congress Park
Denver, CO
Join CFA Society Colorado for a family barbecue at Congress Park on Saturday, September 7th!
Colorado Springs Thursday Tap Hour
August 22, 2019
5:00 PM to 7:00 PM
Oskar Blues
118 N Tejon St.
Colorado Springs, CO 80903
Hosted by Fidelity
August Happy Hour
August 21, 2019
4:00 PM to 6:30 PM
Janus Henderson Investors
151 Detroit Street
Denver, CO 80206
Hosted by Janus Henderson Investors
Oil and Gas Panel - Keynote Dinner for CFA Charterholders at JPMCC Symposium
August 12, 2019
5:00 PM to 8:30 PM
Grand Hyatt Denver - 38th Floor
1750 Welton St.
Denver, CO 80202
Join us for a panel discussion on the state of oil and gas to close the JMPCC International Commodities Symposium!
Opportunities in the Municipal Bond Market
July 31, 2019
3:00 PM to 4:30 PM
Till Kitchen
9633 Prominent Pt.
Colorado Springs , CO 80924
Douglas Rangel, CFA Vice President and Client Portfolio Manager at Columbia Threadneedle Investments | Sponsored by Columbia Threadneedle Investments
Colorado Springs Thursday Tap Hour
July 25, 2019
5:00 PM to 7:00 PM
503 W
503 W Colorado Avenue
Colorado Springs, CO 80905
Hosted by Principal Financial Group
Meet & Greet With Paul Smith, CFA
July 18, 2019
4:30 PM to 6:30 PM
Wellshire Event Center
3333 S Colorado Blvd
Denver, CO 80222
Join us for a meet & greet with Paul Smith, CFA, President and CEO of CFA Institute!
Sustainable Investing in DC
June 27, 2019
12:00 PM to 1:30 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Speaker: Sean Kenney, Managing Director and Head of Defined Contributions | Sponsored by MFS
Annual Meeting
June 17, 2019
12:00 PM to 1:30 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Notice of Annual Meeting of Members
TGIO! Post Exam Celebration
June 15, 2019
5:00 PM to 8:00 PM
Henry's Tavern Denver
500 16th St #184b
Denver , CO 80202
Join us for post exam celebrations at Henry's Tavern!
Taking Investment Teams from Good to Great
June 12, 2019
12:00 PM to 1:30 PM
Wellshire Event Center
3333 S Colorado Blvd
Denver, CO 80222
Speaker: Michael Falk, CFA, CRC
Taking Investment Teams From Good To Great - Colorado Springs Presentation
June 11, 2019
12:00 PM to 1:30 PM
TRowe Price
2220 Briargate Parkway
Colorado Springs, CO 80920
Speaker: Michael Falk, CFA, CRC
Keep Calm and “Carry” On – BlackRock Fixed Income Overview
June 05, 2019
3:00 PM to 5:30 PM
Charles Schwab
9800 Schwab Way
Lone Tree, CO 80124
Speaker Sean McLain, CFA | Sponsored by BlackRock
June Mock Exam - FULL
June 01, 2019
8:00 AM to 5:00 PM
Auraria Campus Science Building - Room 1067
1150 12th St.
Denver, CO 80204
June 2019 Mock Exams: Level 1, 2 and 3 candidates of the CFA Exam
The Advantages of Interval Funds and Opportunities in Structured Credit Markets
May 29, 2019
12:00 PM to 1:30 PM
Wellshire Event Center
3333 S Colorado Blvd
Denver, CO 80222
We will be providing an overview of Asset-Based Credit / Structured Credit as an asset class and the opportunities that exist for high net worth and retail investors | Speaker: Dave Golfarb, Chief Executive Officer, Chauncey Advisors
The Inside Track to Corporate Boards for Women: Elevate Yourself and Navigate the Ranks
May 16, 2019
4:00 PM to 6:30 PM
Wellshire Event Center
3333 S Colorado Blvd
Denver, CO 80222
Join us for this exclusive women's event brought to you by the Women in Investment Management Initiative
CFA Society Colorado Day at Arapahoe Basin Ski Area
May 05, 2019
12:00 PM to 6:00 PM
Arapahoe Ski Basin
28194 US-6
Keystone, CO 80435
SAVE THE DATE!
Creating a Personal Online Brand with Impact: Marketing Tips for Serious Financial Professionals
April 30, 2019
10:00 AM to 10:30 AM
Webinar
Presenter: Sara Grillo, CFA | A collaborative event with CFA Society Colorado and New Mexico
Changing The Shape of Fixed Income
April 24, 2019
12:00 PM to 1:30 PM
Denver Athletic Club - Denver Rooms 1 & 2
1325 Glenarm Place
Denver, CO 80204
Speaker Sean Dranfield | Sponsored by PTAM
Yes, you can be a good public speaker (Really!)
April 11, 2019
5:00 PM to 7:30 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Speaker: Laurie Gilbertson
2019 Forecast Dinner
April 10, 2019
5:00 PM to 9:00 PM
Grand Hyatt Denver
1750 Welton St.
Denver, CO 80202
Keynote Speaker: Myron Scholes, Ph.D
April DTC Thursday Tap Hour
April 04, 2019
3:30 PM to 6:00 PM
Fox & The Hound Park Meadows
9239 Park Meadows Dr
Lone Tree, CO 80124
Join us for the January Thursday Tap Hour in DTC
Denver Happy Hour
April 03, 2019
4:30 PM to 7:00 PM
Ace Eat and Serve
501 E 17th Ave
Denver, CO 80203
Free ping pong, drinks, and appetizers for CFACO members!
The Future of Emerging Markets
March 27, 2019
12:00 PM to 1:30 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Speaker: Kevin T. Carter Founder and Managing Partner of Big Tree Capital Founder and CEO of EMQQ
CFA Day in Boulder at CU Buffs Men's Basketball
March 09, 2019
1:00 PM to 6:00 PM
The Dark Horse / CU Events Center
950 Regent. Dr
Boulder, CO 80309
Join us for CU Buffs vs. USC men's basketball on March 9th!
Stop Socializing, Start Enrolling!
March 07, 2019
5:00 PM to 7:00 PM
Denver Country Club
1700 E 1st Avenue
Denver , CO 80218
Speaker: Nancy Gaines
Pitch Lab: How To Be A More Engaging Speaker Using Stand-Up Comedy
February 26, 2019
11:30 AM to 1:00 PM
The Warehouse - Upstairs Loft
25 West Cimmaron St.
Colorado Springs, CO 80903
Speaker: Jay Mays | Sponsored by BlackRock
Market Intelligence - The Latest Thinking from the Asset Management Network
February 20, 2019
12:00 PM to 1:30 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Speaker Emily Roland, CIMA, Head of Capital Markets Research at John Hancock | Sponsored by John Hancock
Thursday Tap Hour - Colorado Springs
February 07, 2019
5:00 PM to 7:00 PM
Oscar Blues
118 N Tejon St
Colorado Springs, CO 80903
Join us at Oscar Blues on February 7th | Sponsored by The Hartford
DTC Thursday Tap Hour
January 31, 2019
4:30 PM to 6:30 PM
Rio Grande - Park Meadows
9535 Park Meadows Dr
Lone Tree, CO 80124
Join us for the January Thursday Tap Hour in DTC
2019 Market Risks and Opportunities
January 30, 2019
5:30 PM to 8:00 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Speaker: Gibson Smith, Founder of Smith Capital Investors
Denver Happy Hour
January 29, 2019
4:30 PM to 6:30 PM
Ace Eat and Serve
501 E 17th Ave
Denver, CO 80203
Free ping pong, drinks, and appetizers for CFACO members! Sponsored by MFS
Excel Modeling Course at The Burridge Center
January 19, 2019
9:00 AM to 5:00 PM
CU Boulder - Leeds School of Business - Room S125
995 Regent Drive
Boulder, CO 80302
The Burridge Center is pleased to announce that the Pillars of Wall Street instructors are coming back to the Leeds School of Business for a long weekend training from Saturday January-19 to Monday January-21.
RMAFP Dual Luncheon: Economic Update
January 15, 2019
12:00 PM to 2:30 PM
Federal Reserve Bank Branch- Downtown Denver
1020 16th Street
Denver, CO 80202
Speakers: Alison Felix and Randy Thelan
