Annual Forecast Dinner

This annual gala attracts over 300+ Connecticut Area investment industry professionals to share an evening of good cheer and great discussion centered on important issues in the world of financial services. Guests enjoy cocktails, a delicious meal, vast networking opportunities, and prominent speakers at the centrally located Connecticut Convention Center.

Don’t miss the region’s premier event for investment management professionals. 

2024 | Global Market Outlook

On February 29, 2024 CFA Society Hartford hosted the Annual Forecast Dinner for a Global Economic Forecast with keynote speaker David Bianco, CFA. 
Presentation Materials
Keynote Speaker

David Biaco

David Bianco, CFA

Chief Investment Officer

DWS Investments

Past Forecast Events


Global Market Outlook


Risk & Opportunities

  • Keynote speaker Russ Kosterich, Managing Director, BlackRock
  • View Photos


Capital Markets Observations and Expectations


Through the Global Looking Glass: Markets in 2020


The Real News About the US Economy


Investing in 2018 and Beyond: A Guide to the Markets

  • Keynote Speaker Dr. David Kelly, CFA, Managing Director, Chief Global Strategist, J.P. Morgan Asset Management
  • View Photos


A New Path: The Growth & Reflation Trade

  • The Future of Hartford, Luke Bronin, Mayor of Hartford
  • Opening Remarks, Paul Smith, CFA, President & CEO, CFA Institute
  • Keynote Speaker, Douglas Coté, CFA, Chief Market Strategist, VOYA, Investment Management
  • View Photos


Forecast by Robert Doll

  • Keynote Speaker Robert C. Doll, CFA, Chief Equity Strategist, Senior, Portfolio Manager, Nuveen Asset Management
  • View Photos


World Macro Outlook

  • Keynote Speaker, Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company



  • Keynote Speaker, Dan Roberts, PhD, Chief Investment Officer of MacKay Shields


The Outlook for 2013:  Living in the Age of Financial Repression

  • Keynote Speaker, Mark W. Yusko - CEO & Chief Investment Officer, Morgan Creek Capital