Join us on October 15, 2026, Capital Grille - New Date
Alternative Investment Discussion
Developments & Opportunities in Alternative Investments and Private Markets
Introduction | Benjamin M. Lavine, CFA, CAIA, RICP, Chief Investment Strategist, Globalx
Moderator | Raymond Bovich, CFA, Partner, Wealth Manager, Wooster Square Advisors, LLC
Speaker | Sonali Basak, Chief Investment Strategist at iCapital®
COST | Includes Appetizers, Drinks, Dinner (Salad, Entrée, Sides, and Dessert)
CFA Society Hartford & FPA CT Members | Guest | Candidates & Students
Current CFA Society Hartford & FPA CT members and their guest attend for $35.00.
Non-Members $55.00
SPONSORS
Franklin Templeton & T.Rowe Investments
SCHEDULE
5:30PM | Networking & Appetizers
6:30 PM | Dinner
6:45 PM | Alternative Investment Discussion
DINNER ENTRÉE (choose when registering)
Filet Mignon 10 oz
Seared Citrus Glazed Salmon with Marcona Almonds and Brown Butter
Dry Aged Bone-In Strip 18 oz
Roasted Chicken Breast with fingerling potatoes and Dijon Cream
Vegan/Dairy-Free/Vegetarian Option
ACCOMPANIMENTS FOR THE TABLE
Sam’s Mashed Potatoes & Grilled Asparagus with Lemon Mosto
DESSERT
Flourless Chocolate Espresso Cake
CE CREDITS
1 CE Credit awarded for CFA Society Hartford members
Location
Capital Grille
44 Front Street Hartford, CT 06103
Date & Time
September 30, 2026
5:30 PM - 8:00 PM
Sponsored by
T. Rowe Price Investment Services, Inc
Speakers
An in-depth discussion about developments and opportunities in alternative investments and private markets.
Introduction by Benjamin M. Lavine, CFA, CAIA, RICP, CFA Society Hartford Board of Directors and Program Chair and VP, Senior Investment Strategist at Global X ETFs .
Raymond H. Bovich, CFA
Partner | Wealth Manager
Wooster Square Advisors, LLC
Sonali Basak
Chief Investment Strategist
iCapital®
Join us on September 30th
Capital Grille, Hartford
We look forward to hosting you!