Sign In

​​​​​​​ CFA Society Hartford - Sponsorship Opportunities

We provide events and programs which provide our local society, universities, and the investment industry  a wide range of insightful and engaging regional events. With more than 700 members, at our events you can reach influential investment management practitioners and financial decision makers.

Your firm has the opportunity to gain brand awareness and recognition among leaders of national investment management associations and key decision makers, and to send the message to CFA member society leaders across our region that your firm is available for support in the form of sponsorship, speaker contribution, or other services.

Sponsorship Opportunities are available for the following events:

Annual Forecast Dinner​

Annual Meeting

Fall & Spring Investment Conferences

Education Luncheons

Charter Holder Ceremony

Socials/Networking Events

Research Challenge

Sponsorship Contact:​

Rebecca Taylor

(860) 604-1411

View Sponsorship Packages

2018 Forecast Dinner Sponsorship Package - Coming Soon

2018 Annual Meeting - Coming Soon​

2017-2018 Sponsorship Package

2017 Forecast Dinner Sponsors

Voya Investment Management (Voya IM) is a leading active asset management firm. As of September 30, 2016, Voya IM manages approximately $221 billion* for affiliated and external institutions as well as individual investors. Drawing on over 40 years of experience and an ongoing commitment to reliable investing, Voya IM has the resources and expertise to help long-term investors achieve strong investment results.
Voya IM offers investment services to a variety of institutional clients including public, corporate and union retirement plans, sub-advisory, OCIO service providers, endowments, foundations and insurance companies as well as to individual investors via intermediary partners such as banks, broker/dealers and independent financial advisors.
*Voya IM assets of $221 billion include proprietary insurance general account assets of $93 billion calculated on a market value basis. Voya IM assets, as reported in Voya Financial, Inc. SEC filings, include general account assets valued on a statutory book value basis and total approximately $208 billion.
​At Hartford Investment Management (HIMCO),our sole business is asset management. Our process is defined by our efforts to identify relative value at the macroeconomic, sector and security levels. Our experience and scale allow us to create customized income and total return strategies based on a client’s specific needs and goals. As of September 30, 2016, HIMCO managed approximately $102.5 billion in assets across the fixed income, equity and alternatives markets. Our firm manages strategies on behalf of institutional and retail investors, including insurance companies, public funds, The Hartford’s Defined Benefit Pension and various sub-advisory relationships.
​T. Rowe Price Group, Inc. has been managing money since 1937 and, today, stands as a leading provider of investment management services. We offer providers a broad array of active U.S. and non-U.S. equity and fixed-income strategies, through both retail and institutional mutual funds. We emphasize proprietary, fundamental research; close attention to risk management; and consistency of style. We believe that by doing so, we can continue to provide the solid, long-term risk-adjusted performance investors have the right to expect. A financially sound, independent organization with strong employee ownership, T. Rowe Price Group, Inc. has $812.9 B billion in assets under management as of September 30, 2016.
​Key Private Bank is a leading provider of wealth management solutions and advice to more than 24,000 high-net worth and ultra-high-net worth clients, including wealth advisory, investment management, trust administration, customized credit, family office and private banking services. Key’s wealth management platform combines the market insights of advisors located in each local market with a national team of wealth and investment strategists to deliver proactive and personalized expertise and advice to clients. Advisors also leverage partnerships with Key’s business banking and capital markets teams to build wealth plans tailored to meet each client’s specific need. Key Private Bank’s wealth management platform is delivered by more than 350 wealth advisors, located in 44 offices in 13 states across the United States.
​Hartford Courant
Prudential Retirement Prudential Retirement delivers retirement plan solutions for public, private, and nonprofit organizations. Services include defined contribution, defined benefit and non-qualified deferred compensation record keeping, administrative services, investment management, comprehensive employee education and communications, and trustee services, as well as a variety of products and strategies, including institutional investment and income products, pension risk transfer solutions and structured settlement services.
With more than 90 years of retirement experience, Prudential Retirement helps meet the needs of 4.2 million participants and annuitants. Prudential Retirement has $386.7 billion in retirement account values as of September 30, 2016. Retirement products and services are provided by Prudential Retirement Insurance and Annuity Company (PRIAC), Hartford, CT, or its affiliates.
​Aegis Wealth Partners offers Private Wealth services, estate planning and asset protection to business owners and professionals. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $460 billion* of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.
* In U.S. dollars as of June 30, 2016. Source: Ameriprise Q2 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle group of companies. Contact us for more current data. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
​The Connecticut Insurance and Financial Services Cluster (CT IFS), formed in 2003, is a strategic initiative of the MetroHartford Alliance that is designed to create a stronger IFS industry that is critical to sustain economic and employment growth in Connecticut. Leaders from business, state government and academia collaborate to foster growth among all of the industry’s segments. CT IFS is comprised of 30 corporate sponsors whose shared vision is to create competitive advantages in business attraction and retention, to assist with recruitment and education of a trained workforce, and to increase public awareness through advocacy. Learn more at
Quinnipiac Global Asset Management Education (G.A.M.E.) VII Forum
Professionals may join us in New York City at the Quinnipiac Global Asset Management Education (G.A.M.E.) VII Forum on Thursday March 30, 2017 for our keynote speaker day where keynote panels will explore the Global Economy, Global Markets, Corporate Governance and Investment Strategy. Friends of CFA Society Hartford can save 50% off the professional registration fee by using promotion code: CFAHartford. Additional information is available on our website at, by email at or phone at 203-582-5400.​