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Upcoming Events

CFA Society of St. Louis

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Past Events

Immigration Work Visas for Financial Services Employers

Immigration Work Visas for Financial Services Employers

Saint Louis, MO
Immigration Work Visas for Financial Services Employers  A discussion on the short and long-term visa options to employ and retain talented foreign national students, recent grads, and industry professionals, including the requirements to file H-1B work visa applications in the coming March 2021...
Wednesday, February 10 2021 12:00 PM 1:00 PM

James Bullard

James Bullard

Saint Louis, MO
US Economy and Monetary Policy with President James Bullard President and CEO Federal Reserve Bank of St. Louis James “Jim” Bullard is the president and CEO of the Federal Reserve Bank of St. Louis. In that role, he is a participant on the Federal Reserve’s Federal Open Market Committee (FOMC), ...
Wednesday, February 3 2021 12:00 PM 1:00 PM

Wine Tasting

Wine Tasting

Saint Louis, MO
Virtual Wine Tasting Tour... You will get three bottles of wine and two types of cheeses.  Pick-up Curb side pick-up, registrants drive to Wine Merchant, call the store when you arrive, provide your name and reference the CFA event, and the wine package will be brought out to your car. If you p...
Thursday, January 21 2021 6:30 PM 7:30 PM

Jan 21 Flex Shares

Jan 21 Flex Shares

Saint Louis, MO
Joint event with STLWIN Investment Trends Through a Diverse Lens, Moving Forward: Creating a More Equitable and Inclusive Environment Guest Panelist: Laurie P. Barry, CFP® - Senior Vice President - Wealth Management, Wealth Advisor, UBS Guest Panelist: Connie L. Lindsey - Executive Vice Presid...
Thursday, January 21 2021 12:00 PM 1:00 PM

January 14 Forecast Dinner

January 14 Forecast Dinner

Saint Louis, MO
5:00 pm reception, 6:00 pm dinner, 6:30 pm speaker Topic: Economic Outlook Guest Speaker: Scott Colbert, CFA® Executive Vice President, Chief Economist and Director of Fixed Income Management Scott is the chief economist and director of fixed income management with Commerce Trust Company. He...
Thursday, January 14 2021 5:00 PM 8:00 PM

Forecast Lunch

Forecast Lunch

Saint Louis, MO
Zoom Only Economic Outlook Guest Speaker: Scott Colbert, CFA® Executive Vice President, Chief Economist and Director of Fixed Income Management Scott is the chief economist and director of fixed income management with Commerce Trust Company. He joined Commerce in 1993 and has investment resp...
Thursday, January 14 2021 12:00 PM 1:30 PM

Optimizing after-tx

Optimizing after-tx

Saint Louis, MO
Speakers Rick Roche and David Reynolds CE: One hour of CFP  Title: Tax efficiency. Asset protection. Estate and transfer tax mitigation and/or elimination. The marketplace for PPLI and PPVA products has decades of history behind it, however these solutions remain a relatively under-utilized to...
Tuesday, December 8 2020 12:00 PM 1:00 PM

Nov 11

Nov 11

Saint Louis, MO
Digital Assets As a New Non-Correlated Asset Class in Today’s Traditional Multi-Asset Portfolio
Wednesday, November 11 2020 12:00 PM 1:00 PM

Nov 4 Volunteer

Nov 4 Volunteer

Saint Louis, MO
Volunteer Recruiting Event  Come and get involved
Wednesday, November 4 2020 4:00 PM 5:30 PM

Oct 29

Oct 29

Saint Louis, MO
Speaker Bio: Kevin T. Carter Founder and CIO of EMQQ   Mr. Carter is the Founder and CIO of the Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. Prior to EMQQ, Mr. Carter was the Founder & CEO of AlphaShares, an investment firm offering five Eme...
Thursday, October 29 2020 12:00 PM 1:00 PM
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