Upcoming Events

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

Education Luncheon - ETF Market Overview

Join us on Wednesday, March 25, 2026 ETF Market Overview Dave Abner, Head of Global ETFs & Funds, Northern Trust Asset Management will present an ETF Market overview, Structures & Innovations, ETF Trends in Portfolio Construction, Regulatory & Market Information, Case Studies, Flexshares / Northern Trust ETFs, Q&A. 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. GUEST SPEAKER Dave Abner Head of Global ETFs & Funds Northern Trust Asset Management Dave Abner is the Head of Global ETFs & Funds, overseeing mutual fund and ETF product strategy, research and development, ETF capital markets, fund services oversight and treasury functions at Northern Trust Asset Management. Dabner Capital Partners - President/Founder - Bespoke Advisory to the Crypto and ETF industries. 2022-2024 Gemini Crypto Exchange - Global Head of Business Development - 2020-2022 WisdomTree - CEO of WisdomTree Europe Ltd. - 2008-2020 BNP Paribas - Global Head of ETF Trading - 2006-2008 Bear Stearns - Head of ETF Trading - 1992 - 2006 Master of Science in Management and Policy Analysis - SUNY Stony Brook - 1992 Bachelor of Arts in Economics - SUNY Stony Brook - 1991 Books Authored: The ETF Handbook - Wiley, 2016 The Visual Guide to ETFs - Bloomberg, 2012 Interested in Hiking, Golf and my family. SPONSORED BY: Northern Trust Asset Management