Upcoming Events

GenAI in Action: Networking and Insights for the Future

GenAI in Action: Networking and Insights for the Future Join us for an evening of networking and engaging conversation at the CFA Society Hartford event! We’ll feature a brief but insightful discussion on the applications of Generative AI within financial industry. Our featured speaker, Patrick Chase, will explore how AI is changing the industry, improving decision-making, and streamlining operations. Whether you’re curious about the latest trends or how AI might impact your work, this is a great opportunity to connect with peers, learn something new, and get fresh perspectives on the future of finance. Don’t miss out—grab a drink and amazing appetizers and come ready to network! REGISTER TO ATTEND 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 VENUE Hartford Flavor Company | Craft Distillery & Cocktail Parlour The venue features a private full bar, private event space, and a tasting bar. The Parlour offers an innovative cocktail list highlighting Wild Moon liqueurs and spirits, alongside a farm-to-table menu that incorporates some of the products into various dishes. Prepare to be impressed! GenAI in Action: Insights for the Future FACILITATOR Patrick Chase, CIPM, PMP, is a Partner at Fiducient Advisors , where he plays a key role in driving the firm’s strategic initiatives and operational excellence. With extensive experience in investment performance and project management, Patrick is focused on leveraging cutting-edge technologies, including Artificial Intelligence (AI), to enhance decision-making, optimize processes, and deliver innovative solutions for clients in the investment consulting space. Patrick’s experience spans the integration of advanced data analytics, AI-driven tools, and machine learning to improve portfolio management, risk analysis, and client reporting. Through his forward-thinking approach, he works closely with teams to explore AI applications that can transform financial practices, streamline workflows, and drive better investment outcomes for clients.   In addition to his technical expertise, Patrick holds the Certificate in Investment Performance Measurement™ and the Project Management Professional™ certification. He is passionate about staying at the forefront of industry advancements and enjoys mentoring teams on how emerging technologies can be harnessed to meet evolving client needs.

2025 Annual Meeting, Family Social & Yard Goats Baseball Game

You're invited to the 2025 Annual Meeting, Family Social & Yard Goats Baseball Game Join us on Thursday, June 12 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 12, 2025. 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. Register Now!   Space is limited to the first 75 registrants (including guests) To register for the Member Social & Yard Goats' Game, you must have the following: 1. Your CFA ID # to validate your CFA Society Hartford membership, full name & email address & If applicable, 2. Your guest's full name and email address (or if under 21, their name & age.) Children under 2 are not required to pay REGISTER NOW ANNUAL MEETING & BOARD OF DIRECTORS To view the proposed slate of the Board of Directors - Click here *Annual meeting is free for all Can't attend Annual Meeting - Vote now! PROXY VOTE