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CFAP hosts a number of special events throughout the year for members and the community-at-large.


Annual Forecast Dinner

The Forecast Dinner is CFAP's signature event with more than 450 guests in attendance.  Panelists offer their thoughts on the financial markets and on the economy for the year ahead.  Bob Pisani, CNBC "On-Air Stocks" Editor, moderates the panel of nationally recognized industry thought leaders.



High Net Worth and Family Wealth Conference

This day-long conference features panel discussions and expert speakers from leading wealth advisors, trust and estate experts, and asset managers.  The conference addresses many of the pressing issues facing wealth investors today.  The event attracts an elite and targeted audience of over 150 wealth investors, advisors, consultants and family office executives.



Endowment, Foundation and Philanthropy Conference

This day-long conference features panel discussions and speakers from leading asset managers, non-profits, and subject matter experts in non-profit law and governance.  The conference addresses many of the pressing issues facing endowments, foundations and other philanthropic concerns.  Over 175 professionals to attend the conference, representing over eighty firms. The audience is a mix of investment management professionals, non-profit executives, attorneys and other professionals who are passionate about mission-driven work. 



Diversity and Inclusion in Investment Management Conference

This annual program is focused on diversity and inclusion within the financial services industry.  This day-long conference features panel discussions and expert speakers from leading organizations both in the Philadelphia area and nationally.  The conference addresses many of the pressing issues facing women and diverse groups in financial services.  Topics address diversity within the industry, at the organizational level, and specific to an individual's career.



Careers in Investment Seminar

This one-of-a-kind live event is designed for area college students and young CFA professionals. The Careers in Investment Seminar is a half-day event designed to provide valuable information about careers in the investment management field.  Investment professionals from a variety of investment disciplines share their stories on how they got their start.  Students have the opportunity to network with local employers and CFA charterholders.



Contact info@cfaphil.org for more information on CFAP Special Events.