• Home
  • About Us
  • Subscribe
  • Advertise
  • Newsroom
  • Sign In
  • Create Account
  • Sign Out
  • My Account
  • Current Issue
    • Latest News
    • Special Report
    • Up Close
    • Opinion
  • News by Sector
    • Real Estate & Construction
    • Banking & Finance
    • Health Care
    • Education & Talent
    • North Idaho
    • Technology
    • Manufacturing
    • Retail
    • Government
  • Roundups & Features
    • Calendar
    • People
    • Business Licenses
    • Q&A Profiles
    • Cranes & Elevators
    • Retrospective
    • Insights
    • Restaurants & Retail
  • Supplements & Magazines
    • Book of Lists
    • Building the INW
    • Market Fact Book
    • Economic Forecast
    • Best Places to Work
    • Partner Publications
  • E-Edition
  • Journal Events
    • Elevating the Conversation
    • Workforce Summit
    • Icons
    • Women in Leadership
    • Rising Stars
    • Best Places to Work
    • People of Influence
    • Business of the Year Awards
  • Podcasts
  • Sponsored
Home » CFA Society dinner set for tonight

CFA Society dinner set for tonight

Two seasoned strategists to speak at annual event here for investment pros

March 14, 2013

The CFA Society of Spokane, an organization of financial analysts, portfolio managers, and other investment professionals, is bringing two prominent investment strategists as keynote speakers for its 19th Annual Economic Forecast Dinner meeting at the Davenport Hotel tonight.

The event will feature James H. Furey, managing partner and chief investment strategist of Newport Beach, Calif.-based Furey Research Partners, and Jim L. Kochan, chief fixed-income strategist at Wells Fargo Funds, a subsidiary of San Francisco-based Wells Fargo & Co. Both speakers have extensive experience in the investment industry.

More than 100 local investment professionals, bankers, and estate planners, are expected to attend, says CFA Spokane President Colin Kelly.

"As the 19th annual, this is one of the longer running forecast dinners for a society our size. We have over 60 members, and the society stretches to Billings, Mont. Many of our attendees are not members, but appreciate the quality of programming we put together."

Furey, as chief investment strategist at Furey Research, offers proprietary research and oversees client services, providing an outlook on small-cap and mid-cap companies.

Kochan, as chief fixed-income strategist at Wells Fargo Funds, focuses on investment strategies for fixed-income assets. He has more than 35 years of investment industry experience.

CFA Society of Spokane is the local chapter of the CFA Institute, which administers the Chartered Financial Analyst Program, and sets global standards for investment knowledge, standards, and ethics.

    Special Report
    • Related Articles

      CFA Society dinner slated for tonight downtown

      Focusing on growth at the CFA Society

      Financial services society expects to expand here

    Daily News Updates

    Subscribe today to our free E-Newsletters!

    SUBSCRIBE

    Featured Poll

    What is Spokane's most iconic historic building?

    Popular Articles

    • Stephanie vigil web
      By Karina Elias

      Catching up with: former news anchor Stephanie Vigil

    • 40.13 fc art
      By Tina Sulzle

      $165 million development planned at CDA National Reserve

    • Binw davebusters (72) web
      By Journal of Business Staff

      Dave & Buster's to open Spokane Valley venue in August

    • Stcu ceo lindseymyhre web
      By Journal of Business Staff

      STCU names new president, CEO

    • Centennial lofts
      By Erica Bullock

      Large Spokane Valley residential project advances

    • News Content
      • News
      • Special Report
      • Up Close
      • Roundups & Features
      • Opinion
    • More Content
      • E-Edition
      • E-Mail Newsletters
      • Newsroom
      • Special Publications
      • Partner Publications
    • Customer Service
      • Editorial Calendar
      • Our Readers
      • Advertising
      • Subscriptions
      • Media Kit
    • Other Links
      • About Us
      • Contact Us
      • Journal Events
      • Privacy Policy
      • Tri-Cities Publications

    Journal of Business BBB Business Review allianceLogo.jpg CVC_Logo-1_small.jpg

    All content copyright ©  2025 by the Journal of Business and Northwest Business Press Inc. All rights reserved.

    Design, CMS, Hosting & Web Development :: ePublishing