CFA Society Hartford

Annual Forecast Dinner & New Charterholder Ceremony

Annual Forecast Dinner  Join us at the 2026 Annual Forecast Dinner hosted by CFA Society Hartford, featuring esteemed Keynote speaker Gene Goldman, CFA and CT State Treasurer Erick Russell . This premier event will bring together Connecticut's leading investment professionals and key decision-makers for an evening of insight and networking. Established in 1954, CFA Society Hartford represents a network of over 700 investment management professionals dedicated to promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of our community. New CFA Charterholder Ceremony On behalf of the CFA Society Hartford, we are pleased to congratulate and welcome the new charterholders of the Chartered Financial Analyst® designation. Becoming a CFA® charterholder represents a truly significant achievement in professional development and a commitment to lifelong learning. Those who received their CFA designation in 2025 will be presented with the charter by CFA Society Hartford board members and the Keynote Speaker.   LEARN MORE, REGISTER, AND VIEW SPONSORSHIP OPPORTUNITIES

Education Luncheon & Panel – Developing and leveraging Center-of-Influence (COI) networks

Join us on Wednesday, March 11, 2026 Developing and leveraging Center-of-Influence (COI) networks Wealth Management Series What is the most common mistake financial professionals make when trying to work with professional centers of influence? Why do most financial professionals refer business to accountants and attorneys, yet those professionals rarely reciprocate? During this session, you will learn a definable and repeatable process for creating a healthy pipeline of professional referral sources, how to conduct ongoing effective meetings and ultimately generate high-quality referrals through these centers of influence. 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 REGISTER NOW 1.5 CE Credit awarded for CFA Society Hartford members. PANELIST Brian D. Gallary Senior Vice President Head of Strategy and Consulting Click here for bio SPONSORED BY