Education Luncheon Panel - The Evolution of and Outlook for Small-Caps with Chuck Royce

When:  Jun 7, 2023 from 12:00 PM to 01:00 PM (ET)
Associated with  CFA Society Hartford

Please join us for a panel discussion with experts on small-cap investing from Royce Investment Partners, featuring:

Chuck Royce, Chairman of Royce Investment Partners
Miles Lewis, CFA, Portfolio Manager, Principal for Royce Investment Partners
Moderated by Michael Kaufmann, CFA, Institutional Portfolio Specialist

View Bios

The discussion will include commentary on:
1. The evolution of the small-cap asset class from the perspective of legendary small-cap investor, Chuck Royce.
2. The current market environment and what it means for the outlook of the small-cap asset class.
3. What factors tend to be in place when small-caps outperform or underperform.

12:00 – 1:30 PM
Panel presentation followed by Q&A.

COST | Includes Lunch (Salad, Entrée, and Dessert)

  • Members & a Guest
    Current CFA Society Hartford members and their guest attend for $20.00.
  • Candidates & Students
    Finance students and those enrolled for CFA exams attend for $20.00
  • Non-Members


1.5 CE Credit awarded for CFA members.

Sponsored by:


Capital Grille
44 Front Street
Hartford, CT 06103
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Rebecca Taylor
[email protected]