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CANCELLATION POLICY
To cancel, please contact info@cfacolorado.org 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
Succession Planning for Advisors and Advisory Firms
December 13, 2018
7:30 AM to 9:00 AM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Speakers: Omar Harris, Jon Hokama, and Chris Hambor, CPA
Holiday Party
December 05, 2018
6:00 PM to 9:00 PM
Chambers Grant Salon - Denver Performing Arts Complex
1400 Curtis St.
Denver , CO 80202
Venue website
Join us to celebrate the holidays and congratulate new charterholders!
CFA Society Colorado Evening at John Atencio
November 29, 2018
5:00 PM to 8:00 PM
John Atencio Cherry Creek
3000 E. 1st Ave, Suite 181
Denver, CO 80206
You're invited to an exclusive evening at John Atencio!
Long-Term Capital Market Assumptions
November 29, 2018
7:30 AM to 9:00 AM
Denver Country Club - Denver Room
1700 E 1st Ave
Denver, CO 80218
Speaker: Benjamin Mandel
CFA Bottling Party at J&L Distilling Company
November 28, 2018
6:00 PM to 9:00 PM
J and L Distilling Company
4843 Pearl Street
Boulder, CO 80301
Join fellow CFA members at J&L Distilling Company for a bottling party on November 28th!
Fall Bourbon & Whiskey Tasting Dinner
November 15, 2018
5:30 PM to 8:00 PM
The Way Back
3963 Tennyson St
Denver, CO 80212
Presented by CFA Society Colorado, PIMCO, and Thornburg
Level I Mock Exam
November 10, 2018
8:30 AM to 5:00 PM
Auraria Campus, Plaza Building (Room 238)
955 Larimer St.
Denver, CO 80204
CFA Society Colorado is holding a fall mock exam at the Auraria Campus. The mock exam is offered to level 1 candidates of the CFA exam.
Profile of the Senior Secured Loan Market
November 06, 2018
12:00 PM to 1:30 PM
The Warehouse
25 West Cimarron Street
Colorado Springs, CO 80907
Speaker: Jeffrey Gallo | Sponsored by Shenkman Capital
November Thursday Tap Hour - DTC
November 01, 2018
4:30 PM to 6:30 PM
Rio Grande - DTC
9535 Park Meadows Dr
Lone Tree, CO 80124
Join us for the November Thursday Tap Hour at Rio Grande
October Thursday Tap Hour - Denver
October 25, 2018
4:30 PM to 6:30 PM
Govnr's Park Tavern
672 Logan St.
Denver, CO 80203
Join us for the October Thursday Tap Hour at Govnr's Park Tavern
2018 Burridge Center For Finance Conference
October 25, 2018
12:00 AM to 12:00 AM
Embassy Suites
2601 Canyon Blvd
Boulder, CO 80302
Focusing on Factors in Foreign Markets
October 24, 2018
7:30 AM to 9:00 AM
Darcy's Bistro & Pub - DTC
4955 S Ulster St.
Denver, CO 80237
Speaker: Christopher G. Huemmer, CFA | Sponsored by FlexShares
October Thursday Tap Hour - Colorado Springs
October 18, 2018
5:00 PM to 7:00 PM
Jose Muldoons
5710 Carefree Circle
Colorado Springs, CO 80917
Join us for the October Thursday Tap Hour at Jose Muldoons
Pitch Lab: How To Be A More Engaging Speaker Using Stand-Up Comedy!
October 04, 2018
12:00 PM to 1:30 PM
CoBank
1908, 6340 S Fiddlers Green Cir
Greenwood Village, CO 80111
Speaker: Jay Mays
FPA of Colorado Program: Cryptocurrencies & Blockchain
September 28, 2018
11:30 AM to 1:30 PM
Wellshire Event Center
3333 S Colorado Blvd.
Denver, CO 80222
Speaker: Josh Brown, Ritholtz Wealth Management & CNBC
September Thursday Tap Hour
September 27, 2018
4:30 PM to 6:30 PM
Various Locations
Govnr's Park Tavern in Denver | Rio Grande in DTC
CFA Society Colorado Night at the Ballpark - SOLD OUT
September 12, 2018
4:30 PM to 9:30 PM
Lodo's Bar and Grill / Coors Field
Join us on September 12th for CFA Society Colorado Night at the Ballpark!
Denver Chapter CMT Association Program: Factor Investing is Simple; But Not Easy
September 10, 2018
4:30 PM to 6:00 PM
Spaces Denver - Ballpark
2301 Blake St.
Denver, CO 80205
Speaker: Wes Gray, Ph.D., Founder, Alpha Architect
August Thursday Tap Hour
August 23, 2018
4:30 PM to 6:30 PM
Govnr's Park Tavern
672 Logan St,
Denver, CO 80203
Please join fellow CFA Society Colorado members for our August Thursday Tap Hour. No reservations are needed. Just show up!
Bloomberg Course
August 18, 2018
9:00 AM to 12:00 PM
Burridge Center for Finance - Koelbel Building Room 370
995 Regent Dr/
Boulder , CO 80309
Learn or improve your knowledge of the Bloomberg terminal
August Thursday Tap Hour (Colorado Springs)
August 16, 2018
5:00 PM to 7:00 PM
Edelweiss
34 E Ramona St.
Colorado Springs, CO 80905
Please join fellow CFA Society Colorado members for our August Thursday Tap Hour in Colorado Springs. No reservations are needed. Just show up!
CFACO Family Barbecue
August 04, 2018
12:00 PM to 4:00 PM
Congress Park
Denver, CO
Join CFA Society Colorado for a family barbecue at Congress Park on Saturday, August 4th!
CFACO Group Hike at Mount Sanitas
July 25, 2018
5:00 PM to 8:30 PM
Mt. Sanitas
Sunshine Canyon Dr
Boulder , CO 80304
Join us for a hike at Mount Sanitas and then post-hike appetizers and drinks at Rio Grande!
TGIO! Post Exam Celebration
June 23, 2018
5:00 PM to 7:30 PM
Henry's Tavern Denver
500 16th St #184b
Denver, CO 80202
Venue website
Join us for post exam celebrations at Henry's Tavern!
June Thursday Tap Hour
June 21, 2018
5:00 PM to 7:00 PM
Rio Grande - Park Meadows
9535 Park Meadows Dr
Lone Tree, CO 80124
Join us for the June Thursday Tap Hour at the Rio Grande - Park Meadows!
Annual Meeting
June 20, 2018
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
June Mock Exam
June 09, 2018
8:30 AM to 5:00 PM
The Plaza Building on the Auraria Campus (Rooms M203 and M204)
955 Larimer Street
Denver, CO 80204
June 2018 Mock Exams: Level 1, 2 and 3 candidates of the CFA Exam
May Thursday Tap Hour
May 17, 2018
5:00 PM to 7:00 PM
Janus Henderson
151 Detroit Street
Denver, CO 80206
Hosted by Janus Henderson Investors
May Thursday Tap Hour - Colorado Springs
May 17, 2018
5:00 PM to 7:00 PM
Prime 25
1605 S Tejon St
Colorado Springs , CO 80905
Please join fellow CFA Society Colorado members for our May Thursday Tap Hour in Colorado Springs. No reservations are needed. Just show up!
Avoiding Loss Aversion: The Key to Your Private Client’s Happiness
May 15, 2018
12:00 PM to 1:30 PM
JW Marriott Denver Cherry Creek
150 Clayton Ln
Denver, CO 80206
Speaker: Diane Garnick
Behavioral Finance and Financial Decision Making
May 07, 2018
5:00 PM to 6:30 PM
Boulder Beer
2880 Wilderness Place
Boulder, CO 80301
Speaker: John Howe, University of Missouri
April Thursday Tap Hour
April 26, 2018
5:00 PM to 7:00 PM
The Med
1002 Walnut St.
Boulder, CO 80302
Please join fellow CFA Society Colorado members for our April Thursday Tap Hour in Boulder. No reservations are needed. Just show up!
Spring In The Rockies Tasting
April 19, 2018
6:00 PM to 8:30 PM
The Way Back
3963 Tennyson Street
Denver, CO 80212
Please join fellow CFA Society Colorado members at The Way Back for a guided tasting
Before It’s Too Late...Using Lumber and Gold to Actively Manage Stocks and Bonds
April 17, 2018
12:00 PM to 1:30 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Speaker: Michael Gayed, Chief Investment Strategist at Pension Partners, LLC
CFA Society Colorado - Lunch With The Candidates
April 05, 2018
12:00 PM to 1:30 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Join Democratic Candidates for Governor as they present their policy visions for the Colorado economy
Fireside Chat with Jeff Gramm
March 29, 2018
9:00 AM to 10:30 AM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Fireside chat with author, Jeff Gram, discussing Jeff's book "Dear Chairman"
March Thursday Tap Hour
March 22, 2018
5:00 PM to 7:00 PM
Various Locations
Please join fellow CFA Society Colorado members for our March Thursday Tap Hour. No reservations are needed. Just show up!
Economic & Financial Market Outlook
March 21, 2018
5:30 PM to 8:00 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Speaker: Jim Paulsen, Leuthold Group, LLC.
Blockchain 101
March 08, 2018
11:30 AM to 1:30 PM
CoBank
6340 S Fiddlers Green Cir
Greenwood Village, CO 80111
Speaker: John Carpenter
March Book Club
March 01, 2018
11:30 AM to 6:00 PM
Various Locations
Superforecasting: The Art and Science of Prediction by Philip Tedlock
Global Macro Imbalances and Opportunities
February 28, 2018
12:00 PM to 1:30 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
Speaker: Richard Herbert, VP of Templeton Investment
CFACO Women's Initiative Network (WIN) Kick-off
February 25, 2018
12:00 PM to 3:00 PM
Lola
1575 Boulder St.
Denver, CO 80211
Moderator: Leah Bennett, CFA
CFA Colorado Night At The Museum
February 22, 2018
6:00 PM to 10:00 PM
Denver Art Museum - Degas Gallery
100 W. 14th Ave Pkwy
Denver, CO 80204
Venue website
Join us for an exclusive night at Degas: A Passion for Perfection
2018 Forecast Dinner
February 05, 2018
5:00 PM to 9:00 PM
Grand Hyatt Denver
1750 Welton St.
Denver, CO 80202
Keynote Speaker: Paul Krugman
January Thursday Tap Hour - Colorado Springs
January 25, 2018
5:00 PM to 7:00 PM
Antlers Hotel - Piccadilly Bar
4 S Cascade Ave
Colorado Springs, CO 80903
Please join fellow CFA Society Colorado members for our January Thursday Tap Hour. No reservations are needed. Just show up!
Colorado PERA Board Recommends Changes
January 24, 2018
12:00 PM to 1:30 PM
Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website
peaker: Amy McGarrity, CFA, Colorado PERA
January Thursday Tap Hour and Research Challenge Happy Hour
January 18, 2018
5:00 PM to 7:00 PM
Ale House
2501 16th St
Denver, CO 80211
Please join fellow CFA Society Colorado members for our January Thursday Tap Hour and Research Challenge Welcome Back Happy Hour. No reservations are needed. Just show up!
RMAFP: Economic & Business Development Update
January 16, 2018
12:00 PM to 3:00 PM
Federal Reserve Bank Branch- Downtown Denver
1020 16th Street
Denver, CO 80202
Alison Felix, Federal Reserve Bank of Kansas City Executive and JJ Ament, Chief Executive Officer, Metro Denver Economic Development Corporation will both address economic issues.
