Upcoming Events

Emerging Leaders Mixer & Career Panel

Join CFA Society Hartford for our Emerging Leaders Networking Mixer & Career Panel on Thursday, April 23, 2026 at Boqueria in West Hartford. - SPACE IS LIMITED TO 30 REGISTRANTS- This special evening marks the first event for our newly launched Emerging Leaders group, bringing together early-career professionals and experienced leaders in the investment community. Enjoy meaningful networking, career insights from industry professionals, refreshing drinks, and great food in a relaxed setting. Whether you're looking to grow your network, gain practical career advice, or connect with peers and mentors in finance, this event is a great opportunity to engage with Hartford’s investment community. We look forward to welcoming the next generation of leaders! REGISTER NOW CAREER PANEL MODERATOR | Kelly M. Sweppenhiser, CFA, CAIA | Senior Director Consultant Relations | Vanguard PANELIST | Brian Miller, CFA, CFP | Senior Investment Specialist | Vanguard PANELIST | Anne Space, CFA | YHB Investment Advisors, Inc. | Chief Executive Officer SPONSOR: VANGUARD Boqueria West Hartford Located in the heart of Blue Back Square, Boqueria brings the vibrant energy and flavors of a traditional Barcelona-style tapas bar to West Hartford. The lively, modern space is known for its authentic Spanish small plates, including favorites like paella, jamón ibérico, seafood dishes, and house-made churros, all designed to be shared and enjoyed with friends or colleagues. Guests can also enjoy a curated selection of Spanish wines, craft cocktails, and sangría, creating a warm and social experience that blends Spanish hospitality with a stylish, contemporary atmosphere. With its energetic ambiance and focus on shared plates and conversation, Boqueria is the perfect setting for networking events in downtown West Hartford. Cost to Attend CFA Society Members attend for FREE. Add a guest for $10.00 Students & CFA Candidates $10.00 Non-Members may attend for $30 per person

Education Luncheon | Private Credit vs. Public Credit: Navigating the Ever-Evolving Landscape of Cre

Join us for an engaging Education Luncheon,   Private Credit vs. Public Credit: Navigating the Ever-Evolving Landscape of Credit Markets , on April 29, 2026, at Max Downtown in Hartford. Sponsored by Shenkman Capital, this timely discussion will explore how private and public credit have become essential components of modern investment portfolios—and why striking the right balance between them matters more than ever. Justin W. Slatky,  Principal and Chief Investment Officer of   Shenkman Capital Management, Inc ., will examine the significant transformations both credit markets have undergone over the past decade, reshaping their risk profiles, opportunities, and roles within portfolios. Attendees will gain insight into the advantages and drawbacks of each market, how they coexist in today’s investment landscape, and what investors should consider as they navigate an increasingly complex and dynamic credit environment. This luncheon offers a valuable opportunity to deepen your understanding of credit markets while connecting with peers over an informative and thought-provoking presentation. PRESENTATION In today's investment landscape, private and public credit form integral components of portfolios. However, investors must carefully weigh the advantages and drawbacks inherent in both markets, recognizing the need for a balanced approach that considers the aggregate impact. Moreover, both private and public credit markets have undergone significant transformations over the past decade, altering their fundamental characteristics. Justin Slatky, Principal & Chief Investment Officer of Shenkman Capital Management, Inc., will discuss these shifts, examining the pros and cons of both private and public credit markets. By exploring how these markets coexist within portfolios and the broader marketplace, he aims to provide insights for investors navigating this dynamic landscape. SCHEDULE : 12:00 – 1:30 PM COST | Includes Lunch (Salad, Entrée, and Dessert) Members & a Guest - Current CFA Society Hartford members and their guest attend for $20.00. Finance students and those enrolled for CFA exams attend for $20. Non-Members   $40.00 1.5 CE Credit awarded for CFA Society Hartford members. REGISTER NOW SPONSORED BY Guest Speaker Justin W. Slatky Principal, Chief Investment Officer Shenkman Capital Justin W. Slatky joined Shenkman Capital in 2011. He has 26 years of investing experience in high yield and distressed securities. Prior to joining Shenkman Capital, Mr. Slatky was Co-Head and Managing Director of the Distressed Bond business in New York and London for Goldman Sachs. He was also a member of the Credit Investment Committee charged with reviewing proprietary investments within the Credit Department. Before joining the distressed bond business in 2002, Mr. Slatky was a telecom high yield analyst and a recipient of Institutional Investor’s Runner-Up award. He joined Goldman Sachs from Credit Suisse First Boston in 2000, where he worked as a high yield analyst as part of an II ranked telecom team. Mr. Slatky graduated magna cum laude with a BS in Economics (1998) and an MBA (1999) from The Wharton School at the University of Pennsylvania.

Breakfast with the Comptroller

CFA Society Hartford invites you to join the  Connecticut Comptroller, Sean Scanlon , for a breakfast discussion on the state’s FY 2026 fiscal outlook. The program will cover the current budget environment, revenue trends, reserve levels, pension funding progress, and debt obligations. Designed for investment professionals and municipal market participants, this briefing will connect Connecticut’s published financial results to broader credit conditions and long-term fiscal stability. The session will include moderated discussion and audience Q&A. Why Attend - Direct insight from a key decision-maker - Better understanding of state financial health - Relevance to investment decisions - Timely macro + local connection - Opportunity to ask questions during live Q&A - Networking with relevant peers REGISTER NOW Who Should Attend - Portfolio managers - Credit analysts - Municipal bond investors & traders - Public finance professionals - RIAs with bond allocations - Institutional consultants - Wealth advisors with CT clients or muni exposure - Bank treasury / risk professionals - Insurance investment teams - Anyone tracking state-level fiscal risk - Emerging professionals / students - CFA candidates - Finance students

Education Luncheon | CAT (Catastrophe) Bonds Strategies to Reduce Risk Through the Use of Non-Correl

CAT (Catastrophe) Bonds Strategies to Reduce Risk Through the Use of Non-Correlating Fixed Income Speaker : Joseph Morgart, Vice President & Client Portfolio Manager, Pioneer Investments (Victory Capital) Join us for an in-depth education luncheon exploring Catastrophe (CAT) Bonds, a unique segment of the fixed income universe designed to provide diversification and risk mitigation in modern portfolios. Why Attend As markets navigate persistent volatility and evolving risk dynamics, investors are increasingly seeking strategies that offer stability without sacrificing return potential. CAT Bonds — a form of insurance-linked securities — stand out for their lack of correlation to both equity and traditional bond markets, making them a compelling diversifier in today’s environment. Key Discussion Points Understanding CAT Bonds - How insurance-linked securities work and why their performance is driven by natural catastrophe risk rather than financial markets. Non-Correlated Return Potential - Why CAT Bonds can help reduce overall portfolio risk while enhancing diversification. Current Market Opportunity  - Elevated insurance pricing and increased demand for reinsurance are creating an attractive backdrop for CAT Bond strategies today. Portfolio Applications - How wealth managers can thoughtfully incorporate CAT Bonds into diversified client portfolios . About the Speaker Joseph Morgart is a Vice President and Client Portfolio Manager at Pioneer Investments, a Victory Capital investment franchise. He specializes in alternative investment strategies and works closely with advisors to deliver portfolio solutions designed to navigate complex market environments. SCHEDULE : 12:00 – 1:30 PM COST | Includes Lunch (Salad, Entrée, and Dessert) Members & a Guest - Current CFA Society Hartford members and their guest attend for $20.00. Finance students and those enrolled for CFA exams attend for $20. Non-Members  $40.00 1.5 CE Credit awarded for CFA Society Hartford members. REGISTER NOW GUEST SPEAKER SPEAKER BIO Joseph Morgart is a Vice President and Client Portfolio Manager at Pioneer Investments, a Victory Capital investment franchise. He focuses primarily on alternative investment strategies. Prior to joining Pioneer Investments, Joseph was a Senior Vice President at Fidelity Investments, where he focused on the firm’s alternatives capabilities. He led the firm’s efforts to build and develop its alternatives infrastructure, including product development, product management and operational support. He was responsible for communicating portfolio strategy, positioning and performance to investors and consultants for the firms alternative investment strategies, and was a firm spokesperson at industry conferences. Prior to Fidelity, Joseph was Co-Founder and Managing Partner of Boldwater Capital Management, an alternative investment firm focusing on high yield credit and arbitrage strategies for institutional investors. Prior to Boldwater he was a Vice President at Deutsche Banc Alex. Brown where he implemented an alternative investment focused business platform for institutional clients. Joseph is Chair of the Finance and Investment Committee and the Treasurer of The Landmark School. Mr. Morgart serves as the Chair of the Board for the Jewish Big Brother Sister Endowment. He also serves as a member of the Investment Committee of Combined Jewish Philanthropies. He is a guest lecturer at The Sloan School of Management at MIT. He has a B.A. from Johnson State College in Johnson, Vermont, and an M.B.A. in Finance from Northeastern University. SPONSORED BY

Evening Mixer – Bad Investment Advice Trivia Night

Join CFA Society Hartford for an interactive Evening Mixer – Bad Investment Advice Trivia Night, where members will test their instincts (and ethics) on market history, behavioral biases, and ethical dilemmas. Using live polling and a real-time interactive leaderboard, participants will compete in a fast-paced trivia experience designed to challenge even seasoned investment professionals.  Along the way, we’ll revisit famous market mistakes, explore common behavioral traps, and identify the red flags behind some of the worst investment advice in financial history. Enjoy a relaxed evening of networking, friendly competition, and conversation with fellow financial professionals.  1st prize is a $100 Gift Card  Cost to Attend CFA Society Members attend for FREE. Add a guest for $10.00 Students & CFA Candidates $10.00 Non-Members may attend for $30 per person