Upcoming Events

CFASP Luncheon: "S&P Dow Jones Indices Sustainable Investing" with María Sánchez and Ophir Bruck

Join S&P Dow Jones Indices in Portland for an exclusive event on sustainable investing! Maria S á nchez and Ophir Bruck will share updates and discuss S&P’s Corporate Sustainability Assessment, as well as the construction of 30 different S&P indices informed in construction by these assessments. Seating is limited, so please RSVP soon to secure your spot!

CFASP Luncheon: "Private Credit" with Jamie Shulman, Co-Founder and Fund Manager of Meriwether Group

Commercial lending patterns are changing as banking standards and criteria evolve in a disruptive world. Private Credit that traditionally was secured through FDIC-insured banks is increasingly being funded elsewhere. As new lenders fill the void that banks have left, private credit, once considered a niche asset class, is evolving into a key component of a well-diversified portfolio. Jamie Shulman, Co-Founder and Fund Manager of Meriwether Group Capital will be sharing his views on the prospects and potential for private credit.

Annual Golf Tournament

Get Ready for the Annual CFA Society Portland Golf Tournament and Dinner on September 13th at Langdon Farms. Dust off your golf clubs and get excited for an amazing event! Each year, this tournament gets better, and this year is no exception. Golfers of all skill levels are welcome to join in the fun. The tournament follows a four-person scramble format, allowing you to create your own foursome. Don't worry if you don't have a group; we can match you with other golfers, providing an opportunity to connect with fellow investment professionals. To help us arrange foursomes, please fill out the questionnaire during registration.