CFA Society Salt Lake

CFA Society Salt Lake

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from CFA Society Salt Lake, Nonprofit Organization, .

22/08/2023

September 2023 Luncheon

Join us for our September Luncheon on Thursday September 7th, from 12:00pm at the Salt Lake Marriott Downtown at City Creek as we learn more about Michael Green's market insights gained over the last few decades from his proprietary research into the shift from actively managed portfolios to systematic passive investment strategies.

Follow this link to register:

September 2023 Luncheon with Michael Green, Thought Leader, Portfolio Manager, and Chief Strategist at Simplify. The CFA Society Salt Lake would like to invite you for a .

03/03/2023

The CFA Society Salt Lake would like to invite you for a luncheon on March 22, 2023 with Gary L. Rozier, Managing Director at Oak Street (division of Blue Owl Capital) to hear an update on the real estate markets.

For more information visit the following website: https://cvent.me/mP3d5A

We hope to see you there!

CFA Society Salt Lake March 2023 Luncheon - Update on the Real Estate Markets CFA Society Salt Lake March 2023 Luncheon - Update on the Real Estate Markets.

06/02/2023

Would you like to learn more about investing and the echoes of COVID from a Managing Director and Global Market Strategist?
The CFA Society Salt Lake would like to invite you for a luncheon on February 10, 2023 with David Lebovitz (Managing Director and Global Market Strategist at J.P.Morgan) to hear more about this topic.

More information about the event: https://cvent.me/RPxLY0

We hope to see you there!

CFA Society Salt Lake Forecast Luncheon with David Lebovitz - Investing and the Echoes of COVID CFA Society Salt Lake Forecast Luncheon with David Lebovitz - Investing and the Echoes of COVID.

28/10/2022

The CFA Society Salt Lake is excited to invite you to the Mountain West Investor Conference on December 16, 2022.

Register now: https://cvent.me/7Qz04Q

20/10/2022

CFA Society Salt Lake would like to invite its members to a members-only CFA Salt Lake City & Rocky Mountain Joint Event on November 15, 2022

For more information please visit the following website:
https://lnkd.in/gg6-EtQe

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14/10/2022

CFA Society Salt Lake invites you to join us for our October 2022 Webinar with Rayna Lesser Hannaway, CFA (Portfolio Manager at Polen Capital).
This is a great event to learn about opportunities that she is seeing in the small cap growth space despite the difficult year for the asset class so far.

Register now: https://cvent.me/DzwlK2

22/06/2022

Do you want to learn more about Macro Market and Equity Market?

CFA Society Salt Lake invites you to join us for our July 2022 Luncheon Event with Daniel Gerard, Senior Global Multi-Asset Strategist at State Street.

More information about the event: https://cvent.me/r05ZG2
Register now: https://cvent.me/wMNgGw

14/06/2022

CFA Society Salt Lake invites you to join us for our June 2022 Webinar event with David Spreng, CEO and Thomas Raterman, CFO from Runway Growth Capital.

Register now: https://cvent.me/lPXvzN

16/05/2022

CFA Society Salt Lake invites you to join us for our May 2022 Luncheon event with Principal and Portfolio Manager Careina Williams of Sundance Bay on Wednesday, May 18 at 12:00pm MT. A luncheon will be held at the Joseph Smith Memorial Building – Empire Room (1st floor) as Ms. Williams presents an outlook on Real Estate Private Lending.

Click to register: https://cvent.me/BKDQbb

Careina has 17 years of real estate investment and finance experience and nearly 2 years of tenure with the Sundance Bay Advisory Board. She has acquired and/or asset managed over $1.8B in real estate assets throughout the United States.

**FLEX Template #1: Single Session