Upcoming Events


  • Tuesday
    17
    October

    Education Luncheon - Investing in Private Markets & Real Assets

    Oct 17, 12:00 PM - 01:30 PM (ET)
    Join us on Tuesday, October 17th for a presentation entitled Investing in Private Markets & Real Assets: The ‘why’ and the ‘how’ behind investing in illiquid alternatives.  Presented by  Alex Catterick, Head of High Net Worth Strategy / Private Markets, Manulife Investment Management. Alex will address the Private markets and real assets: - Individual investors are increasingly looking for alternative solutions to traditional stocks and bonds while private markets and real assets have been the domain of institutional investors for decades. - What's under the hood of real assets (drivers of return, headwinds/tailwinds, opportunities in current environment)? - How to gain broad real asset access to optimize exposure and diversification. SCHEDULE : 12:00 – 1:30 PM 30-40 minute 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 $15.00. Finance students and those enrolled for CFA exams attend for $15. Non-Members $40.00 1.5 CE Credit awarded for CFA Society Hartford members. LEARN MORE & REGISTER NOW 
    Hartford, CT, United States

  • Thursday
    26
    October

    2023-2024 CFA Institute Local Society Research Challenge KICK-OFF EVENT

    Oct 26, 05:30 PM - 07:00 PM (ET)
    The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Each Research Challenge season leverages the efforts of over 140 CFA member societies, 3,500 member volunteers, and more than 5,000 students from over 1,000 universities. Local competitions (organized by societies) lead up to regional finals; regional champions then convene for the global final. CFA Society Hartford, CFA Society Stamford, CFA Society Providence Kick-Off Event for Students, Mentors, CFA Volunteers, and Professors This event is for the unveiling of the target company. The target company and the CFA Society Hartford will give presentations to the student teams.  Type Live Stream / Virtual Registration There is no cost for admission to this event, however, registration is required. Register & Learn More

  • Tuesday
    14
    November

    Education Luncheon - Fixed Income

    Nov 14, 12:00 PM - 01:30 PM (ET)
    Join us on Tuesday, November 14th for a presentation on Fixed Income.  Presented by David Braun, PM, PIMCO. Sponsored by PIMCO SCHEDULE : 12:00 – 1:30 PM 30-40 minute 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 $15.00. Finance students and those enrolled for CFA exams attend for $15. Non-Members $40.00 1.5 CE Credit awarded for CFA Society Hartford members. LEARN MORE & REGISTER NOW  
    Hartford, CT, United States

  • Thursday
    29
    February

    Annual Forecast Dinner

    Feb 29, 05:00 PM - 08:00 PM (ET)
    Save the Date - Annual Forecast Dinner Event to be held on February 29, 2024 at the Connecticut Convention Center in Hartford, CT. Keynote Speaker, David Bianco, CFA, DWS Chief Investment Officer.
    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