Upcoming Events


  • Thursday
    27
    February

    CFA Research Challenge & Member Social

    Feb 27, 04:00 PM - 07:30 PM (ET)
    Join us on February 27, 2025, Hartford, CT MEMBER SOCIAL 6:00 PM - 7:30 PM Join us for an exclusive evening of networking with finance professionals, CFA Society members, and finance students. This is a fantastic opportunity to connect, share insights, and build relationships within the finance community. Enjoy heavy hors d'oeuvres, refreshing beverages, and great company in a relaxed and welcoming atmosphere. Don’t miss out on this chance to expand your network and engage with like-minded professionals! REGISTER FOR SOCIAL RESEARCH CHALLENGE 4:00 PM The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytic, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst. PRESENTATIONS 4:15-5:55 PM This year 23 teams compete in the Research Challenge 2025 supported by   CFA Society Hartford, CFA Society Providence, & CFA Society Stamford . This year's subject company is Crane Corporation. REGISTER FOR RESEARCH CHALLENGE Join us on February 27th to participate in the Local Research Challenge event. This is an in-person only event. Two of the winning teams will attend the Regional Semifinals.
    Hartford, CT, United States

  • Thursday
    6
    March

    New CFA Charterholder Ceremony

    Mar 6, 05:00 PM - 06:45 PM (ET)
    New CFA Charterholder Ceremony On behalf of the CFA Society Hartford, we are pleased to congratulate and welcome the new charterholders of the Chartered Financial Analyst® designation. Becoming a CFA® charterholder represents a truly significant achievement in professional development and a commitment to lifelong learning. Those who received their CFA designation in 2024 will be presented with the charter by Kathryn Pizzi, CFA®, ASA, Membership, CFA Society Hartford; Richard Razza, CFA President, CFA Society Hartford; and the Keynote Speaker, Gariela D. Santos, Managing Director, Chief Market, Strategist for the Americas, J.P. Morgan Asset Management Please be our guests!  Networking from 5:00-6:00 PM New CFA Charterholder Ceremony 6:30 PM-6:45 PM Annual Forecast Dinner Introductions & Keynote speaker 6:45-8:00 PM Social & New Charter Ceremony Complementary for New Charterholders, guests & employers Forecast Dinner - 2 complementary tickets for New Charterholders and their guest By Invitation Only Register to Attend - Please have your Code from the invitation ready
    Hartford, CT, United States

  • Thursday
    6
    March

    Annual Forecast Dinner 2025

    Mar 6, 05:00 PM - 08:00 PM (ET)
    Join us at the 2025 Forecast Dinner hosted by CFA Society Hartford, featuring esteemed speaker Gabriela D. Santos. This premier event will bring together Connecticut's leading investment professionals and key decision-makers for an evening of insight and networking. REGISTER NOW Gabriela D. Santos, Managing Director, is the Chief Market Strategist for the Americas on the Global Market Insights Strategy Team at J.P. Morgan Asset Management. In this role, Gabriela provides valuable insight and perspective on the global economy and markets to institutional and retail clients across the Americas. Gabriela’s research focuses on emerging markets, especially China. She is responsible for the development of the Guide to the Markets, Guide to China and Guide to the Markets – Latin America, amongst other publications. Gabriela is also a frequent guest on CNBC, Bloomberg, and other financial news outlets and is often quoted in the financial press. Prior to joining J.P. Morgan in 2012, Gabriela worked at HSBC’s Private Bank, stationed in Singapore, Switzerland and Mexico. She held various roles including banker, structured products trader and business manager. Gabriela graduated summa cum laude from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science and Economics, as well as French. She is fluent in English, Portuguese, Spanish and French.
    Hartford, CT, United States

Cancellation Policy

In some cases, cancellations may be accepted up to 48 business hours prior to the function without charge. Should the event be cancelled due to inclement weather or unscheduled closing at venue, the registration fee will be applied to a rescheduled event within a six month period.  

Contact CFA Society Hartford to cancel