The Association typically hosts two types of Events. On the third Wednesday of each month, we host informal networking events for members, and those eligible for membership, in order to provide an opportunity to discuss market and industry trends. It also gives us an opportunity to get to know our colleagues across the industry and in the Portland area.

More formal, and larger, educational events are held in the Fall and Spring in a panel discussion format, covering current industry issues. These events have a topical focus and are intended to generate new ideas and encourage informed discussion.

Upcoming Events

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August 18th, 2010

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

September 15th, 2010

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

October 21, 2010 - Educational Event

Location: The White Stag Building
70 NW Couch Street, Portland, OR 97209 - MAP
Registration: 4:30pm
Presentation: 5:00pm - 6:30pm
Topic: Real Estate - Fear, Greed and Securitization
Panelists:

• Jon Fosheim, Managing Partner, Oak Hill REIT Management, LLC
  
• Rance Gregory, Chief Executive Officer, NBS Real Estate Capital
• Darin Turner, Portfolio Manager, Invesco, Ltd.
• Paul C. Westhead, Managing Director & Chief Executive Officer, Rimrock Capital Management, LLC

Event Links

• Make a Payment for this Event
• Membership Info

Sponsors for this event include:

 

November 17th, 2010

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

December 15th, 2010

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

 

 

Past Events

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July 21st, 2010

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

June 16th, 2010

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

May 19th, 2010

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

April 21st, 2010

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

March 31st, 2010 - (View Invitation)

Location: MacKenzie Marketing Group Garden Room and Patio
123 NW 12th, Second Floor, Portland, OR 97209 - MAP
Time: 5:00 - 7:00 pm
Oregon Investment Fund Networking Event

March 16, 2010 - Educational Event - (View Panelist Bios)

Location: The White Stag Building
70 NW Couch Street, Portland, OR 97209 - MAP
Registration: 4:30pm
Presentation: 5:00pm - 6:00pm
Topic: Fraud: Views from the Inside and Outside
Panelists:

• Shaun Dalton - Formerly with Bernard L. Madoff Investment Securities and Stanford Financial Group
• Jay Gould - Partner, Pillsbury Winthrop Shaw Pittman LLP and frequent speaker on matters related to SEC enforcement
  
• Olivia Robinson - Founder & President, Background Intelligence, Inc and frequent speaker regarding fraud detection

Moderator:

• Stacey Strade Squires - Founder & President, Artisan Hedge Management, Inc
  

Event Links

• Make a Payment for this Event
• Membership Info
• Panelist Biographies

Sponsors for this event include:

 

February 17th, 2010

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

January 20th, 2010

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

December 9th, 2009

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

November 2nd, 2009 - Educational Event

Location: The White Stag Building
70 NW Couch Street, Portland, OR 97209 - MAP
Registration: 4:30pm
Presentation: 5:00pm - 6:00pm
Topic: Inflation, Stagflation and Deflation - the Case for Each
Panelists:

• Bill Fleckenstein – Fleckenstein Partners and repeat guest on CNBC
• Dr. Brian Adams – Pamplin School of Business, University of Portland
• John Salib - Landmark Advisors, LLC
  

Event Links

• Make a Payment for this Event
• Membership Info

Sponsors for this event include:

 

October 21st, 2009

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

September 16th, 2009

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

August 19th, 2009

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

July 15th, 2009

Location: Kells Irish Restaurant
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

June 17th, 2009

Location: Kells Irish Restaurant - 1st Floor Banquet Hall
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

May 20th, 2009 - Educational Event - (View Invitation)

Location: Kells Irish Restaurant - 2nd Floor Banquet Hall
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time:
Registration: 3:30 - 4:00pm
Presentation: 4:00 - 6:00pm
Topic: Understanding Investor Behavior
Speaker:
Russell Fuller, CFA, PhD - View Biography (pdf)
Fuller & Thaler Asset Management, Inc.

• View the Invitation for this Event (pdf)
• View Speaker Biography (pdf)
  
• Make a Payment for this Event
• Membership Info

• Sponsors for the May 20th event include:
  

  

  

 

April 15th, 2009

Location: Kells Irish Restaurant - 2nd Floor Banquet Hall
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

March 11th, 2009

Location: Kells Irish Restaurant - 2nd Floor Banquet Hall
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

February 18th, 2009

Location: Kells Irish Restaurant - 2nd Floor Banquet Hall
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

January 21st, 2009

Location: Kells Irish Restaurant - 2nd Floor Banquet Hall
112 SW 2nd Ave, Portland, OR 97204 - MAP
Time: 4:30 - 6:00 pm
Networking Event

December 10th, 2008

Location: Henry's 12th Street Tavern - Billiards Room
10 NW 12th Ave., Portland, OR - MAP
Time: 4:30 - 6:00 pm
Networking Event

November 12th, 2008

Location: Henry's 12th Street Tavern - Billiards Room
10 NW 12th Ave., Portland, OR - MAP
Time: 4:30 - 6:00 pm
Networking Event

October 16th, 2008 - (View Invitation) - (View Panelist Bios)

Location: Kell's Irish Restaurant - Ballroom
112 SW 2nd Ave., Portland, OR - MAP
Time:
Registration: 3:30 - 4:00pm
Presentation: 4:00 - 6:00pm
Topic: Alternative Investments: Separating Fact from Fiction
Panel Event Co-hosted by the CFA Society of Portland
Moderator:
Brian Loescher - Arnerich Massena & Associates
Panelists:
Bill Campbell - Equilibrium Capital Group
John McPherson - Sequoia Financial Advisory Services
Wayne Smith - Touchstone Investment Managers

September 17th, 2008

Location: Henry's 12th Street Tavern - Billiards Room
10 NW 12th Ave., Portland, OR - MAP
Time: 4:30 - 6:00 pm
Networking Event

August 20th, 2008

Location: Henry's 12th Street Tavern - Billiards Room
10 NW 12th Ave., Portland, OR - MAP
Time: 4:30 - 6:00 pm
Networking Event

July 16th, 2008

Location: Henry's 12th Street Tavern - Billiards Room
10 NW 12th Ave., Portland, OR - MAP
Time: 4:30 - 6:00 pm
Networking Event

June 18th, 2008

Location: Henry's 12th Street Tavern - Billiards Room
10 NW 12th Ave., Portland, OR - MAP
Time: 4:30 - 6:00 pm
Networking Event

May 21st, 2008

Location: Henry's 12th Street Tavern - Billiards Room
10 NW 12th Ave., Portland, OR - MAP
Time: 4:30 - 6:00 pm
Networking Event

April 16th, 2008

Location: Henry's 12th Street Tavern - Billiards Room
10 NW 12th Ave., Portland, OR - MAP
Time: 4:30 - 6:00 pm
Networking Event

March 27th, 2008 - (View Invitation) - (View Panelist Bios)

Location: The University Club of Portland
1225 SW 6th Ave @ Madison. Portland, OR - MAP
Time: 4:00 - 6:00 pm
Panel Discussion
Topic: Trends in 2008
Taking advantage of economic, political, and global market changes
Inflation & Recession Fears
Emerging markets and niche strategies
Panelists
Jerome Abernathy - Stonebrook Structured Products
Jay Feuerstein - 2100 Xenon
Curt Fintel - CTC Consulting

March 19th, 2008 - (View Invitation)

Location: Henry's 12th Street Tavern - Billiards Room
10 NW 12th Ave., Portland, OR - MAP
Time: 4:30 - 6:00 pm
Networking Event

February 20th, 2008 - (View Invitation)

Location: Henry's 12th Street Tavern - Billiards Room
10 NW 12th Ave., Portland, OR - MAP
Time: 4:30 - 6:00 pm
Networking Event

January 16th, 2008 - (View Invitation)

Location: Bridgeport Brewery
1313 NW Marshall @ 13th St. Portland, OR - MAP
Time: 4:30 - 5:30 pm
Networking Event

December 19th, 2007 - (View Invitation)

Location: Bridgeport Brewery
1313 NW Marshall @ 13th St. Portland, OR - MAP
Time: 4:30 - 5:30 pm
Networking Event

November 14th, 2007 - (View Invitation)

(Due to the Holiday season, this event has been rescheduled to the 2nd Wednesday of November.)
Location: Bridgeport Brewery
1313 NW Marshall @ 13th St. Portland, OR - MAP
Time: 4:30 - 5:30 pm
Networking Event

October 25th, 2007 - (View Invitation) - (View Panelist Bios)

Location: The University Club of Portland
1225 SW 6th Ave @ Madison. Portland, OR - MAP
Time: 4:00 - 6:00 pm
Panel Discussion
Topic: The Credit Crisis: What opportunities exist

October 17th, 2007 - (View Invitation)

Location: Bridgeport Brewery
1313 NW Marshall @ 13th St. Portland, OR - MAP
Time: 4:30 - 5:30 pm
Networking Event

September 19th, 2007

Location: Bridgeport Brewery
1313 NW Marshall @ 13th St. Portland, OR - MAP
Time: 4:30 - 5:30 pm
Networking Event

August 15th, 2007 - (View Invitation)

Location: PGE Park - Luxury Box
1844 SW Morrison St @ 18th/20th, Portland, OR - MAP
Time: 7:05 pm
Social Event - Beavers Game Vs. Sacramento

July 18th, 2007

Location: Portland Steak & Chophouse
121 SW 3rd Avenue @ Ash, Portland, OR - MAP
Time: 4:30 - 5:30 pm
Networking / Educational Event
Topic: Current trends in alternative investments

October 26th, 2006 - (View Invitation)

Location: The Heathman Hotel
1001 SW Broadway @ Salmon, Portland, OR - MAP
Time: 5-7 pm
Networking Event