CFA Society Portland
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Our society is an association of local investment professionals. To find a CFA for your investment and wealth management needs, please visit www.trustcfa.org.
06/03/2026
Wine, networking, and vineyard views — join CFA Society Portland on June 11 at Amaterra Winery for our Seventeenth Annual Meeting & Wine Tasting. 🍷
Enjoy an evening with Portland’s investment community and take home a complimentary Riedel tasting glass as part of the experience.
Members, nonmembers, and guests are all invited. Register here: https://ow.ly/ebIE50Z1PIX
04/14/2026
Small caps, up close.
Join CFA Society Portland on May 7 at Taylor Street Tavern for an exclusive luncheon with Royce Investment Partners.
Hear from Kavitha Venkatraman and Steve Clark, CFA®, on today’s market backdrop, common misconceptions, and where they’re seeing opportunity.
👉 Register now: https://ow.ly/mbpz50Yfep7
04/06/2026
Join us for the 19th Annual Investment Strategy Dinner—an evening of insight, connection, and meaningful conversation.
This year’s keynote features Gabriela D. Santos of J.P. Morgan Asset Management, sharing perspectives on today’s evolving market landscape.
📅 April 30, 2026 | 5:30–8:00 PM
📍 Portland Art Museum
Secure your spot: https://ow.ly/pGPY50YCwgh
Click here to claim your Sponsored Listing.
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Portland, OR
97204
