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Special Event: 16th Annual Forecast Dinner

Event Description

Thursday, January 16 
5:00 PM - 8:00 PM

Philadelphia 201 Hotel
201 North 17th Street
Philadelphia, Pennsylvania

CFA Society Philadelphia will host its 16th Annual Forecast Dinner from 5:00 PM to 8:00 PM.   Join us to hear our panelists offer their thoughts on the financial markets and on the economy for the year ahead.

Click here to view/download a promotional flyer for the event.

The Forecast Dinner will be held at Philadelphia 201 Hotel by Marriott.  Philadelphia 201 Hotel is the new name for the former Sheraton Philadelphia Downtown Hotel.  The hotel is conveniently located at 17th and Race Streets in Center City.  Philadelphia 201 Hotel boasts one of the largest ballrooms in the city, and has on-site self-parking and valet service available. 

Bob Pisani, CNBC "On-Air Stocks" Editor, will moderate the panel.  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 more than a decade.  
Bob 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.

We are pleased to have the following panelists for the dinner:

Lori Calvasina
Managing Director, Head of US Equity Strategy
RBC Capital Markets 
Lori Calvasina joined RBC Capital Markets as Head of U.S. Equity Strategy in 2017 as a Managing Director. Having spent nearly two decades as an equity strategist at major  investment banks, Lori is an expert on the US stock market, and regularly represents RBC in the financial media on Bloomberg and CNBC.  
Prior to joining RBC, Lori was a senior equity strategist at Credit Suisse from 2010 to 2017, covering Small/Mid Cap Strategy from 2010-2014 and both Small/Mid Cap and US Equity Strategy from 2015-2017.  
She spent the first ten years of her career at Citi in a variety of roles including lead Small/Mid Cap Strategist from 2007-2010. In both 2008 and 2009 Lori was ranked #2 in the Small Companies category in the Institutional Investor All America Research team poll.  
Lori is a graduate of the University of Virginia and its selective Government & Foreign Affairs' Honors Program. In 2019, she was named to Crains New York's list of Notable Women in Finance. Lori currently resides in Brooklyn with her husband and son, and is originally from Alabama.

Gregory Davis, CFA
Chief Investment Officer

Gregory Davis, CFA, is Vanguard's chief investment officer. In this role, he oversees the assets managed by Vanguard Fixed Income, Equity Index, and Quantitative Equity Groups. The funds managed by these groups include active and index stock and bond funds, money market funds, and stable value funds.

Previously, Mr. Davis was principal and global head of Vanguard Fixed Income Group, responsible for its portfolio management, strategy, credit research, trading, and planning functions. He has also served as the company's Asia-Pacific chief investment officer and a director of Vanguard Investments Australia.

Mr. Davis is a member of the Treasury Borrowing Advisory Committee of the U.S. Department of the Treasury. Mr. Davis has more than 19 years of investment management experience. Before joining Vanguard in 1999, he worked at Merrill Lynch as an associate in global debt markets.

Mr. Davis earned a B.S. in insurance from The Pennsylvania State University and an M.B.A. in finance from The Wharton School of the University of Pennsylvania. He is a CFA® charterholder and a member of CFA Society Philadelphia.

Dr. David Kelly, CFA
Managing Director, Chief Global Strategist
J.P. Morgan Asset Management

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David's research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund's operating committee.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.

Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

In addition to single seat purchases, You can purchase a table for the dinner on-line!  Simply follow the registration link below to reserve your table. Don't have your guest list ready?  No problem.  You can submit your list before the event.  Send to

The CFAP Forecast Dinner is a great opportunity for companies to participate in the event.  Click here for a sponsor sheet containing sponsor levels and benefits.

Registration Fee:

CFAP Members:  $75.00
Non-Members:  $125.00
Table of Ten Seats:  $1,000.00

Registration for the Forecast Dinner is managed by Talley Management Group (TMG).  TMG is the association management company that supports CFAP.  Please direct questions regarding registration for this event to Renee Wolf at
Click here to register.

Thank you to the Forecast Dinner Sponsors:






Event Type

Society; Featured

Education Topic


Start Time

1/16/2020 5:00 PM

End Time

1/16/2020 8:00 PM

Event City


Event State/Province


Location Info

Philadelphia 201 Hotel
201 North 17th Street
Philadelphia, Pennsylvania

CE Credits


Member Price


Non-Member Price


Candidate Price



Please direct questions regarding registration for this event to Renee at

Click here to register.

All Day Event




Person or Group


Event Link

16th Annual Forecast Dinner

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Event Short Info

Join us at the CFAP 16th Annual Forecast Dinner to hear our panelists offer their thoughts on the financial markets and on the economy for the year ahead.


Content Type: MyCFA Calendar
Created at 10/28/2019 2:59 PM by
Last modified at 1/2/2020 2:25 PM by