CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies

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 Partner with CFA Society Philadelphia

CFA Society Philadelphia is proud to serve our 2000 members and the investment community of the Delaware Valley region with over 30 programs and special events annually.  We also build awareness of around the investment profession and the charter with local college and university students.  Finally, we provide basic financial literacy among local schools.

To accomplish our broad-based and important mission successfully, we require the support of sponsor partners and have been grateful for the backing of many local, national and international organizations.  Our three largest annual events, which offer multiple levels of sponsorship, are described below.

January:  Forecast Dinner (attendance of approximately 400)

Program: Opportunity to hear a market and/or economic outlook from 3 highly-recognized industry professionals, moderated by CNBC's Bob Pisani. Our 2016 panelists included Vanguard CIO, Mortimer (Tim) Buckley, PNC Asset Management's CIO, James Dunigan, and Wells Capital Management's Chief Investment Strategist, Jim Paulsen.

Sponsorship opportunities:   Prime, Key and Table sponsorship

June:      Endowment & Foundation day-long event (attendance of approximately 200)

Program: Opportunity to meet and hear approximately 30 speakers and panelists discuss the current investment and regulatory issues impacting endowments and foundations.  Our 2015 keynote speakers included Vanguard founder, Jack Bogle, and Mark Zandi, Chief Economist of Moody's analytics.

Sponsorship opportunities:   Gold, Silver, Bronze and End of conference reception sponsorship

Dec.:        High Net Worth day-long event (attendance of approximately 200)

Program: Opportunity to meet and hear approximately 30 speakers and panelists discuss the current investment and regulatory issues impacting high net worth investors.  Our 2015 keynote speakers included Amlan Roy, Managing Director and Head, Global Demographics and Pensions Research at Credit Suisse  and William Bernstein, Principal of Efficient Frontier Advisors.

Sponsorship opportunities:   Gold, Silver, Bronze and End of conference reception sponsorshi

While these represent the society's major sponsored events, we are happy to discuss other society sponsorship opportunities.  We communicate regularly with our members via weekly email blasts, a quarterly newsletter, on our website and on our LinkedIn site, where we list upcoming events and recognize our sponsors.

Our sponsor partners during the past year have included the impressive array of institutions below.  We are extremely grateful for their support!

    

   

        

     

     

 

 

To learn more about sponsorship opportunities, please contact Executive Director, Peter Conners (pconners@cfaphil.org, 215-320-4980).

 

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