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Annual Forecast Dinner

Event Description

On Thursday, January 12, 2023, CFA Society Philadelphia will host its Annual Forecast Dinner at the Sheraton Downtown Hotel.

We have an exciting panel looking forward to providing their thoughts on the financial markets and the economy for the year ahead. Our panelists for this year are:

Sara Devereux - Head of Global Fixed Income at Vanguard

Sara Devereux is a principal at the Vanguard Group, in Valley Forge, PA and global head of the Fixed Income Group, which manages over $2 trillion in assets. She is also the chair of the senior investment strategy team for Vanguard’s actively managed fixed income portfolios and a member of Vanguard’s Global Investment Committee.

Katie Nixon, CFA – Chief Investment Officer Wealth Management at Northern Trust Bank

Katie is an Executive Vice President and Chief Investment Officer for the Wealth Management business at Northern Trust. In that capacity, Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters.

Michelle Meyer – Chief Economist at Mastercard Advisors

As Chief Economist of the United States at Mastercard, Michelle leads development of economic, financial, policy and market thought leadership for customers, Mastercard and public policy. Prior to joining Mastercard, Michelle was the Head of U.S. Economics at Bank of America Global Research, where she was responsible for the firm's U.S. economic forecasts.

We will also be welcoming back Bob Pisani as the moderator. A CNBC reporter since 1990, Bob Pisani has reported on Wall Street and the stock market from the floor of the New York Stock Exchange for nearly a decade. Pisani covered the real estate market for CNBC from 1990-1995, then moved on to cover corporate management issues before moving to the New York Stock Exchange in 1997. Bob is the author of a new book: Shut Up and Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Exchange.

Registration Pricing: 

Member - $85

Non-Member - $135

Table of 10 - $1,100



Event Type

Society; Social; Educational; Featured

Education Topic


Start Time

1/12/2023 5:00 PM

End Time

1/12/2023 8:00 PM

Event City


Event State/Province


Location Info

Sheraton Philadelphia Downtown

201 N 17th St

Philadelphia, PA 19103

CE Credits


Member Price


Non-Member Price


Candidate Price



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Event Short Info

Annual Forecast Dinner


Content Type: MyCFA Calendar
Created at 11/22/2022 3:48 PM by [email protected]
Last modified at 11/22/2022 4:31 PM by [email protected]