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​​​​​​​​​​ 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

2019 Forecast Dinner Sponsors

​At Hartford Investment Management Company (HIMCO), our sole business is asset management. Our investment philosophy is centered on the belief that markets overreact, and risk can become mispriced at the global, interest rate, infl ation, sector and security levels. Identifying and exploiting these relative-value opportunities is key to delivering the outcomes our clients expect. We have a long history of providing innovative, customer-focused investment strategies on behalf of The Hartford, as well as Retail and Institutional clients. As of September 30, 2018 HIMCO had approximately $90 billion in assets under management across the fixed income, equity and alternatives markets and more than 140 investment professionals that averaged 17 years of investment industry experience across multiple cycles.


​Invesco Ltd. is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We are privileged to manage more than $980 billion in assets on behalf of retail and institutional clients around the world by providing a comprehensive range of high-conviction investment capabilities designed to help clients achieve their investment objectives. (As of Sept. 30, 2018.)
​Virtus Investment Partners (NASDAQ: VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors.  Virtus provides solutions to meet changing investor needs through a broad array of investment management products and services from a dynamic group of affiliated managers and select subadvisers, each with a distinct investment style, autonomous investment process, and individual brand.  Visit to learn more about our vibrant, growing company.
Voya Investment Management (Voya IM) is the asset management business of Voya Financial, a Fortune 500 company with over 6,000 employees seeking to help clients plan, invest and protect their savings. Voya IM manages approximately $212 billion1 in assets across Fixed Income, Senior Loans, Equities, Multi-Asset Strategies & Solutions, Private Equity, and Real Assets. Drawing on over 40 years of experience and the expertise of 250+ investment professionals, Voya IM’s capabilities span traditional products and solutions as well as those that cannot be easily replicated by an index. Voya IM’s award-winning culture is deeply rooted in a client-centric approach to helping investors meet their goals — from insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, and consultants to intermediaries, and individual investors. Reliability is why our clients hire us and it is why they trust us to navigate the path ahead. 

Data as of 09/30/18, 1Voya Investment Management assets are calculated on a market value basis and include proprietary insurance general account assets of $59 billion.


​National Financial Network (NFN) is an established financial services firm that has provided comprehensive personal, business and corporate strategies since 1951. Prominent in the tristate area with more than 100 associates, we are recognized as a leading firm for developing and retaining successful advisors to make a measurable impact on the communities they serve.   While we have expanded over the years, our mission remains unchanged: to create and implement financial strategies that meet and exceed clients’  desires. Whether seeking a holistic financial plan or targeted insurance, investment, or retirement strategy, we educate our clients about how each dollar in their world works together to provide the assurance of a secure financial future.
As Connecticut’s largest daily publication, the Pulitzer Prize-winning Hartford Courant is a trusted source for local, regional and national news. From the shoreline to the capital, our photographers and journalists deliver the coverage that touches readers every day. The Hartford Courant Media Group brands include the entertainment publication, CTNOW; weekly regional publication, Courant Community; monthly publication, Hartford Magazine, as well as various other digital brands, products and services.

At Webster Private Bank we understand client financial needs and goals are unique. Our approach is comprehensive and customized.
Webster has made it a priority to help individuals, families, businesses and institutions thrive since we were founded in 1935. Over the years, we’ve built long-term relationships, responding to our clients changing needs by providing the right financial solutions at the right time. For more information about Webster and our private bank services, contact John Driscoll, Regional Market Executive at 860-692-1340 or visit

CG_Primary_w_R_rgb.png​Since 1931, American Funds, part of Capital Group, has helped investors pursue long-term investment success. Our consistent approach — in combination with The Capital SystemSM — has resulted in a consistent long-term track record. Our investment process, The Capital System, combines individual accountability with teamwork. Each fund is divided into portions that are managed independently by investment professionals ith diverse ackgrounds, ages and investment approaches. An extensive global research effort is the backbone of our system.
With approximately $803 bn in assets under management (as of 9/30/18) and 900+ investment professionals globally, DWS is one of the world’s leading asset managers. With expertise across active, passive (including Xtrackers ETFs) and alternatives (including RREEF), and a deep commitment to responsible investing, we create comprehensive investment solutions to address today’s market challenges​.

johnhancock.jpg​John Hancock Investments. We serve investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we
offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests of our shareholders.
​​​JPMAM_rgb_c_l.jpg​It takes more than money to achieve life’s most important goals. It takes a carefully built mix of investments: a strong portfolio that stands steady even when markets aren’t, where each piece does more together than it ever could apart. At J.P. Morgan Asset Management, collaborating with our clients in an effort to build stronger portfolios drives everything we do. For over 150 years, we have been helping to solve the needs of institutions, intermediaries and individuals. Whatever your investment objective, our focus is to ensure you achieve it.

​New England Asset Management (NEAM) strives to be integral to the success of our insurance industry clients by providing investment management solutions through a team of skilled professionals dedicated to delivering exceptional client service. We aim to build true, enduring relationships with our insurance company clients and do so by combining three core attributes: dedicated teams, actionable tools and tailored solution.
PTCP_logo.png​At our core, Performance Trust is committed to helping banks maintain their independence through improved financial performance and keeping in good standing with their regulators. Our educational programs, analytical insights and tools, and strategic consultation all exist to empower bank leaders through the ability to better quantify, implement, and defend the risk/reward decisions they make, in order to deliver results that exceed those they would otherwise attain.

ssga_spdr_clr_rgb.png​State Street Global Advisors serves governments, institutions and financial advisors with a rigorous approach, breadth of capabilities ​and belief that good stewardship is good investing for the long term. Pioneers in index, ETF, and ESG investing and the world’s third largest asset manager, we are always inventing new ways to invest.
CT IFS logo.png​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