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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

2018 Forecast Dinner Sponsors

​​​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, 2017, HIMCO managed approximately $96.2 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, retirement and pension plans and various sub-advisory relationships.
​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 a leading active asset management firm. As of September 30, 2017, Voya IM manages approximately $230 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 Investment Management 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 $230 billion include proprietary insurance general account assets of $91 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 $222 billion.
​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 J.P. Morgan Asset Management, collaborating with our clients in an effort to build stronger portfolios drives everything we do. We’re committed to sharing our expertise, insights and investment solutions across all asset classes to help you and your financial advisor make better decisions and enjoy greater success. Whatever you’re looking to achieve, together we can solve it.
​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 $947.9 B billion in assets under management as of September 30, 2017.
​​​​Bloomberg connects influential decision makers to a dynamic network of information, people and ideas. Our strength - quickly and accurately delivering data, news and analytics through innovative technology - is at the core of everything we do. With nearly 19,000 employees in 176 locations, we deliver business and financial information, news and insight around the world.
​Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies for individual and institutional clients. With 450 investment professionals across 19 countries, we manage $484* billion across asset classes. Our global investment team debates and challenges their best ideas to make better decisions, leading to better outcomes for you and your clients. *In U.S. dollars as of September 30, 2017. Source: Ameriprise Q3 Earnings Release. 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 mission of New England Asset Management (NEAM) is 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.  Our insurance investment management solutions include asset management, enterprise risk and capital management, accessible capital and risk analytics, and investment accounting and reporting services.
​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 more than 4.2 million participants and annuitants. Prudential Retirement has over $400 billion in retirement account values as of June 30, 2017. Retirement products and services are provided by Prudential Retirement Insurance and Annuity Company (PRIAC), Hartford, CT, or its affiliates.
​At Webster Private Bank we understand client financial needs and goals are unique.  Our approach is comprehensive and customized based on our client needs and goals.  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
​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