Upcoming Events

Dinner & Social | Alternative Investment Panel Discussion (new date!)

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 REGISTER NOW 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 REGISTER NOW Speakers VIEW SPEAKER BIOS 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! REGISTER NOW

Education Luncheon: Rethinking Credit Allocations

CFA Society Hartford Education Luncheon Max Downtown | October 22 Speakers:  John Ebeling & Michael Fontaine  As market regimes shift and correlations that once anchored fixed income diversification grow less predictable, allocators face a harder question: is a portfolio built for the last cycle equipped for this one? Heightened geopolitical uncertainty and volatility have exposed a gap in how many investors think about public credit, often anchored to spread levels while overlooking a broader opportunity set that hasn't been "priced to perfection." Join the Artisan Credit and EMsights teams for a candid discussion on idiosyncratic strategies across primarily U.S. public below investment grade credit and global debt, designed to deliver low correlation and compelling risk-adjusted returns relative to broad market indices. Who Should Attend This program is designed for investment professionals responsible for portfolio construction and risk management, including:   Portfolio managers and analysts overseeing fixed income or multi-asset allocations Institutional allocators evaluating diversification beyond traditional bond exposures Wealth managers and advisors building resilient client portfolios amid market uncertainty CFA charterholders and candidates seeking continuing education credit on current credit market dynamics   Why It Matters Traditional diversification assumptions are being tested. This session offers practical insight into where idiosyncratic, less correlated opportunities may exist across public credit and global debt markets, equipping attendees to reassess allocation strategy with a sharper, more resilient framework for the cycle ahead. Join us on October 22nd REGISTER NOW   SPONSORED BY SCHEDULE : 12:00 – 1:30 PM COST  | Includes Lunch (Salad, Entrée, and Dessert) Members & a Guest $20 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   $45.00 1.5 CE Credit awarded for CFA Society Hartford members.

Education Luncheon - Women in Wealth Management

Women in Wealth Management: An Education Luncheon Panel CFA Society Hartford Education Luncheon Max Downtown | November 11th Join CFA Society Hartford for an engaging panel discussion featuring leading women in the wealth management industry. This Education Luncheon brings together accomplished professionals to share their career journeys, industry insights, and perspectives on the evolving landscape of wealth management. Moderated by Raymond Bovich, CFA Panelists Amy Miller, Wealthspire Catherine Crosby, Merrill Lynch Tricia Brady, AssetMark Attendees will have the opportunity to hear firsthand experiences from women who have built successful careers in wealth management, gain insight into industry trends, and network with peers over lunch. Don't miss this opportunity to connect with industry leaders and fellow professionals in an intimate, discussion-driven format. REGISTER NOW SCHEDULE : 12:00 – 1:30 PM COST  | Includes Lunch (Salad, Entrée, and Dessert) Members & a Guest $20 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  $45.00 1.5 CE Credit awarded for CFA Society Hartford members.