CFA Society Hartford

Education Luncheon | SASB CMBS Demystified: Growth, Structure, and Market Dynamics

Join CFA Society Hartford on Wednesday, April 22, 2026 for an engaging Education Luncheon, SASB CMBS Demystified: Growth, Structure, and Market Dynamics , featuring Jason Iannuzzi, Managing Director – Investment Analyst at Shrewsbury River Capital . This session offers a focused, in-depth examination of real estate debt markets with an emphasis on Single Asset Single Borrower (SASB) CMBS. Attendees will explore how the SASB market has evolved, how these structures differ from traditional conduit CMBS transactions, and why they continue to attract institutional capital. The discussion will cover market growth, structural features, credit considerations, investor perspectives, and the primary and secondary market dynamics shaping today’s SASB landscape. Why Attend? Deepen Your Market Knowledge – Gain a clear understanding of SASB CMBS structures and how they compare to traditional conduit transactions. Understand Market Evolution – Learn how the SASB sector has grown and adapted in response to shifting real estate and capital market conditions. Enhance Credit Insight – Explore key underwriting considerations, structural protections, and risk dynamics relevant to institutional investors. Stay Current on Market Dynamics – Review trends in issuance, pricing, liquidity, and secondary market performance. Earn CE Credit & Network – Fulfill continuing education requirements while connecting with fellow investment professionals. SCHEDULE : 12:00 – 1:30 PM COST | Includes Lunch (Salad, Entrée, and Dessert) Members & a Guest | Current CFA Society Hartford members and their guest attend for $20.00. Finance students and those enrolled for CFA exams attend for $20. Non-Members $40.00 1.5 CE Credit awarded for CFA Society Hartford members. REGISTER NOW Guest Speaker Jason Iannuzzi Managing Director -  Investment Analyst Shrewsbury River Capital Before joining the team in 2025, Jason was Director of Asset Management at the real estate private equity firm Twenty Lake Holdings, where he managed several million square feet of distressed commercial real estate across the U.S., including office, industrial, and retail assets. Prior to Twenty Lake, he was a Research Analyst at Alden Global Capital, focusing on commercial real estate credit. Earlier in his career, Jason was a CMBS Trader and Analyst at Logan Circle Partners, managing several billion dollars in short‑duration strategies. Jason received an MBA from the University of Michigan’s Ross School of Business in 2006, an M.S. in Mechanical Engineering from Northwestern University in 1999, and a B.S. in Mechanical Engineering from Rutgers University in 1997. SPONSORED BY

Emerging Leaders Mixer & Career Panel

Join CFA Society Hartford for our Emerging Leaders Networking Mixer & Career Panel on Thursday, April 23, 2026 at Boqueria in West Hartford. - SPACE IS LIMITED TO 30 REGISTRANTS- This special evening marks the first event for our newly launched Emerging Leaders group, bringing together early-career professionals and experienced leaders in the investment community. Enjoy meaningful networking, career insights from industry professionals, refreshing drinks, and great food in a relaxed setting. Whether you're looking to grow your network, gain practical career advice, or connect with peers and mentors in finance, this event is a great opportunity to engage with Hartford’s investment community. We look forward to welcoming the next generation of leaders! REGISTER NOW CAREER PANEL MODERATOR | Kelly M. Sweppenhiser, CFA, CAIA | Senior Director Consultant Relations | Vanguard PANELIST | Brian Miller, CFA, CFP | Senior Investment Specialist | Vanguard PANELIST | Anne Space, CFA | YHB Investment Advisors, Inc. | Chief Executive Officer SPONSOR: VANGUARD Boqueria West Hartford Located in the heart of Blue Back Square, Boqueria brings the vibrant energy and flavors of a traditional Barcelona-style tapas bar to West Hartford. The lively, modern space is known for its authentic Spanish small plates, including favorites like paella, jamón ibérico, seafood dishes, and house-made churros, all designed to be shared and enjoyed with friends or colleagues. Guests can also enjoy a curated selection of Spanish wines, craft cocktails, and sangría, creating a warm and social experience that blends Spanish hospitality with a stylish, contemporary atmosphere. With its energetic ambiance and focus on shared plates and conversation, Boqueria is the perfect setting for networking events in downtown West Hartford. Cost to Attend CFA Society Members attend for FREE. Add a guest for $10.00 Students & CFA Candidates $10.00 Non-Members may attend for $30 per person