Upcoming Events

Education Luncheon Panel - The Evolution of and Outlook for Small-Caps with Chuck Royce

Please join us for a panel discussion with experts on small-cap investing from Royce Investment Partners, featuring: Chuck Royce, Chairman of Royce Investment Partners Miles Lewis, CFA, Portfolio Manager, Principal for Royce Investment Partners Moderated by Michael Kaufmann, CFA, Institutional Portfolio Specialist View Bios The discussion will include commentary on: 1. The evolution of the small-cap asset class from the perspective of legendary small-cap investor, Chuck Royce. 2. The current market environment and what it means for the outlook of the small-cap asset class. 3. What factors tend to be in place when small-caps outperform or underperform. 12:00 – 1:30 PM Panel 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 $20.00. Candidates & Students Finance students and those enrolled for CFA exams attend for $20.00 Non-Members $40.00 LEARN MORE & REGISTER 1.5 CE Credit awarded for CFA members. Sponsored by:

2023 Annual Meeting, Family Social & Yard Goats Baseball Game

MEMBER ONLY EVENT Members are invited to join the CFA Society Hartford board of directors for the Annual Meeting, Social & Game at the Dunkin Donuts Park, home of the Yard Goats on Thursday, June 22, 2023. This is a FREE event for current CFA Society Hartford MEMBERS. Members are invited to bring one guest* ($10). Space is limited. You must have the full name of your guest at the time you are registering. *Annual meeting is free for all Register Now! Space Limited to the first 80 registrants (including guests) To register for the Member Social & Yard Goats' Game, you must have the following: Your CFA ID # to validate membership, full name & email address & If applicable, your guest's full name and email address (or if under 21, their name & age.)