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

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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

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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!

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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

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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

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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

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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!

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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!

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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!

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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.

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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

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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!

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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

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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

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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!

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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

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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

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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!

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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

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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

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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!

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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

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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

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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

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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

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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

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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

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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!

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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

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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

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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

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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

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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

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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!

Read More    

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

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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!

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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

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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

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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

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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

Read More    

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

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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

Read More    

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

Read More    

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.

Read More    

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

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