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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

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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!

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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!

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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

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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!

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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

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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.

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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

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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

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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

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2018 Burridge Center For Finance Conference

October 25, 2018
12:00 AM to 12:00 AM

Embassy Suites
2601 Canyon Blvd
Boulder, CO 80302

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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

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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

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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

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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

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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

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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!

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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

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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!

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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

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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!

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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!

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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!

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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!

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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!

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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

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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

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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

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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!

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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

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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

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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!

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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

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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

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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

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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"

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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!

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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.

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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

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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

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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

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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

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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

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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

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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!

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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

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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!

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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.

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