Annual Forecast Dinner

This annual gala attracts over 400+ 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. 

2025 | Global Market Outlook

Join us at the 2025 Forecast Dinner hosted by CFA Society Hartford, featuring esteemed speaker Gabriela D. Santos. 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.

Location

Connecticut Convention Center
100 Columbus Blvd, Hartford, CT 06103

Date & Time

March 6, 2025
5:00 PM - 9:00 PM

Event Tickets
$99-$120 for members
$130-$150 for non-members
Full Table $1150-$1350
1/2 Table $575-$675

Click here to purchase

Keynote Speaker

Gabriela Santos
Chief Market Strategist, Americas		 Gabriela D. Santos, Managing Director, is the Chief Market Strategist for the Americas on the Global Market Insights Strategy Team at J.P. Morgan Asset Management. In this role, Gabriela provides valuable insight and perspective on the global economy and markets to institutional and retail clients across the Americas. Gabriela’s research focuses on emerging markets, especially China. She is responsible for the development of the Guide to the Markets, Guide to China and Guide to the Markets – Latin America, amongst other publications. Gabriela is also a frequent guest on CNBC, Bloomberg, and other financial news outlets and is often quoted in the financial press. Prior to joining J.P. Morgan in 2012, Gabriela worked at HSBC’s Private Bank, stationed in Singapore, Switzerland and Mexico. She held various roles including banker, structured products trader and business manager. Gabriela graduated summa cum laude from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science and Economics, as well as French. She is fluent in English, Portuguese, Spanish and French.

Sponsorship Information

To learn more about our sponsorship opportunities, please review the sponsorship packet.  If you have any questions, contact Rebecca Taylor

2025-CFAannualforecast-sponsorshippackage.pdf

Past Forecast Events

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, Chief Investment Officer, DWS Investments

2023

Global Market Outlook

2022

Risk & Opportunities

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

2021 

Capital Markets Observations and Expectations

2020   

Through the Global Looking Glass: Markets in 2020

2019   

The Real News About the US Economy

2018 

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

2017 

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

2016 

Forecast by Robert Doll

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

2015 

World Macro Outlook

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

2014 

Fed-pho-bi-a

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

2013 

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

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