2023 Annual Forecast Event

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. 

2023 | Global Market Outlook


On February 23, 2023 CFA Society Hartford hosted an global economic update from Charles Schwab’s Chief Global Investment Strategist, Jeffrey Kleintop. Jeffrey will provide commentary on the latest trends and events impacting global markets, and attendees will walk away with actionable insights to guide investment allocation.

The event was a hybrid event - In-person at the Connecticut Convention Center in Hartford and available live stream.
View Photos
Jeffrey Kleintop Presentation Feb2023
View Live Stream Recording

Keynote Speaker
Jeffrey Kleintop

Jeffrey Kleintop, CFA

MANAGING DIRECTOR, CHIEF GLOBAL INVESTMENT STRATEGISTS

CHARLES SCHWAB & CO., INC.

2023 Sponsors

Past Forecast Events

2022 Risk & Opportunities

  • Keynote speaker Russ Kosterich, Managing Director, BlackRock
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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