Past Events

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Past Events

	Title	Location Info	Date
	Members Only Event Featuring Patrick Harker, President of the Federal Reserve Bank of Philadelphia		5/11/2021
	Sustainable Investing Thought Leadership Group Monthly Meeting: A View on ESG Adoption, Integration, and Upcoming Regulation		4/28/2021
	The Journey to Success: How to Bring Diverse, First Generation College Students into the Financial Services Workforce	k here to register	4/26/2021
	Tri-State Hospitals and Health Systems on the Impact of the Pandemic and On What the Future Holds		4/22/2021
	Equal Weight Versus Cap Weighted Market Approach		4/8/2021
	Sustainable Investing Thought Leadership Group: Active Proxy Voting: Topical ESG Issues and Trends to Watch in 2021		3/31/2021
	Tri-State Hospitals and Health Systems on the Impact of the Pandemic and On What the Future Holds		3/29/2021
	Navigating Today's Fixed Income Landscape		3/25/2021
	Virtual Coffee Chat: "Almost a Year In...Dealing with Burnout!"		3/18/2021
	Economic Challenges Facing The Biden Administration, Featuring Mark Zandi of Moody's Analytics		3/16/2021
	Annual Alternatives Panel: The State of Alts in a Post-COVID Era		3/4/2021
	CFAP Sustainable Investing Thought Leadership Group Monthly Meeting: Environmental Policy Priorities under the Biden Administration		2/24/2021
	2021 CFA Research Challenge Virtual Finals Event		2/16/2021
	Virtual Coffee Chat: Book Club Discussion		1/28/2021
	Active and Passive: Prospects for 2021 and Beyond		1/27/2021
	Sustainable Investing Thought Leadership Group: Fundamentals of Sustainable and Impact Investment		1/27/2021
	17th Annual Forecast Event		1/14/2021
	Annual Holiday Celebration: Virtual Mixology Meet and Greet	Annual Holiday Celebration: Virtual Mixology Meet and Greet	12/17/2020
	Sustainable Investing Thought Leadership Group: ESG Investing - ERISA's Fiduciary Duties Under New DOL's Rule Change		12/16/2020
	The Emergence of SPAC's as a Capital Raising Vehicle		12/15/2020
	The Pandemic and Its Impact on Delaware Valley Non-Profits		12/9/2020
	Virtual Coffee Chat		11/19/2020
	Diversity and Inclusion Virtual Journey Session Number 8: On Connecting		11/18/2020
	CFAP Sustainable Investing Thought Leadership Group Monthly Meeting: ESG Investing - Practical Perspectives for 2020 and Beyond	Virtual	11/18/2020
	Accessing the Illiquid Private Alts Market		11/17/2020
	Macro Update and Election Recap		11/12/2020
	Diversity and Inclusion Virtual Journey: Session 7		11/10/2020
	2020 Presidential Race: Ten Truths No Matter Who Wins the Election		10/29/2020
	CFAP Sustainable Investing Thought Leadership Group Monthly Meeting: Is Your Retirement Plan Aligned with Your Values?		10/28/2020
	Geopolitics and Its Impact on Investing		10/22/2020
	Diversity and Inclusion Virtual Journey		10/7/2020
	Climate Change Series: The Effects of Carbon Pricing on Financial Markets		10/1/2020
	Sustainable Investing Thought Leadership Group Monthly Meeting: How Should an Investment Advisor Speak to a Mission Aligned Foundation about Their Investments?		9/30/2020
	Investing in the Legal U.S. Cannabis Market	Via Webcast	9/30/2020
	Professional Development Webinar: Effective Salary Negotiation: Earn Thousands in Minutes		9/23/2020
	Diversity and Inclusion Virtual Journey		9/22/2020
	Monthly Coffee Chat	Via Webcast	9/17/2020
	Financial and Valuation Modeling Boot Camps		8/28/2020
	CFAP Sustainable Investing Thought Leadership Group Monthly Meeting		8/26/2020
	CFAP Investment Trivia Game Night		8/20/2020
	Virtual Coffee Chat		8/20/2020
	Sponsored Webinar: Investing in Innovation: The New Core Equity Class		8/18/2020
	Bitcoin, Blockchain and Crypto: What's The Difference?		8/13/2020
	Members-Only Professional Development Webcast: Your Resume Vs. Your LinkedIn Profile - What You Need To Know		7/29/2020
	CFAP Sustainable Investing Thought Leadership Group Monthly Meeting		7/29/2020
	Virtual Coffee Chat		7/24/2020
	Private Wealth Management Webcast: Planning Check-up for Challenging Markets		7/21/2020
	Wilmington Virtual Luncheon: Delaware Economic Update		7/14/2020
	Annual Meeting of Members		6/25/2020
	June Coffee Chat		6/25/2020
	CFAP Sustainable Investing Thought Leadership Group Monthly Meeting		6/24/2020
	Capital Markets Coaching Clinic: Active. Accelerated.		6/24/2020
	Financial and Valuation Modeling Boot Camps		6/19/2020
	Introduction To Data Science & Python for Finance		6/18/2020
	Global Equities Outlook		6/18/2020
	Fundamental Versus Technical: Cats and Dogs, or Yin and Yang?	Online	6/17/2020
	Financial and Valuation Modeling Boot Camps		6/5/2020
	Mind the GAAP Gap		6/3/2020
	Sustainable Investing Thought Leadership Group Monthly Meeting		5/27/2020
	Monthly Coffee Chat		5/21/2020
	Professional Development: Introduction to Python for Business and Finance		5/14/2020
	Professional Development Webinar: Communicating During a Crisis		5/12/2020
	Markets Update from State Street Global Advisors		5/7/2020
	Sustainable Investing Thought Leadership Group Monthly Meeting		4/29/2020
	Sponsored Webinar: Risk Management, Volatility & Options Strategies for Today's Markets		4/28/2020
	Sponsored Webinar: Improving Outcomes with Overlay Solutions - Monetizing the Volatility Risk Premium	The link to the webinar will be included in your registration confirmation e-mail.	4/24/2020
	Monthly Coffee Chat		4/23/2020
	Members-Only Webinar: Ten Ways to Ensure Your Job Search/Career Survives a Pandemic		4/16/2020
	[CANCELED] Downtown Special Event: Investing in the Legal U.S. Cannabis Market	Convene Cira Center 2929 Arch Street Philadelphia, PA	4/2/2020
	[POSTPONED] Special Event: Third Annual Careers In Investment Seminar	Fox School of Business Temple University Alter Hall, 801 Liacouras Walk Philadelphia, PA	3/31/2020
	[POSTPONED] Special Event: 2nd Annual Diversity and Inclusion Conference	Convene Cira Center 2929 Arch Street Philadelphia, PA	3/26/2020
	[Postponed] Harrisburg Happy Hour	Federal Tap House 234 N. 2nd Street Harrisburg, PA	3/19/2020
	Webiner: Analyzing Pandemics: Economic and Policy Impacts	Dial-in information will be distributed via email upon registering.	3/19/2020
	[Postponed] Downtown Coffee Chat	WeWork 1900 Market Streets 8th Floor Philadelphia, PA	3/19/2020
	[CANCELED] Downtown Coffee Chat Featuring Maura Cunningham of Rock the Street, Wall Street	Racquet Club of Philadelphia 215 S. 16th Street Philadelphia, PA	3/12/2020
	Wilmington Special Event: Investing In Art	Delaware Art Museum 2301 Kentmere Parkway Wilmington, DE	2/20/2020
	Suburban Coffee Chat	Starbucks 218 E. Lancaster Avenue Wayne, PA	2/20/2020
	Downtown Happy Hour	Devil's Alley Bar & Grill 1907 Chestnut Street Philadelphia, PA	2/19/2020
	Downtown Special Event: CFA Research Challenge Finals	The Union League of Philadelphia 140 South Broad Street Philadelphia, PA	2/18/2020
	Downtown Sponsored Luncheon: A Strategic Approach to U.S.-China Relations	Racquet Club of Philadelphia 215 South 16th Street Philadelphia, PA	2/12/2020
	Downtown Special Event: "The Role of Alternatives in Investor Portfolios"	LeBow Hall Drexel University 3220 Market Street Philadelphia, PA	1/28/2020
	Special Event: 16th Annual Forecast Dinner	Philadelphia 201 Hotel 201 North 17th Street Philadelphia, Pennsylvania	1/16/2020
	Annual Holiday Party	Racquet Club of Philadelphia 215 S. 16th Street Philadelphia, PA	12/19/2019
	Suburban Coffee Chat	Starbucks 218 Lancaster Ave Wayne, PA	12/19/2019
	Downtown Luncheon: Nobody Goes There Anymore; It's Too Crowded	Racquet Club of Philadelphia 215 S. 16th Street Philadelphia, PA	12/12/2019
	Special Event: 11th Annual High Net Worth and Family Wealth Conference	Convene Cira Center 2929 Arch Street Philadelphia, PA (Adjacent to 30th Street Station)	12/3/2019
	Mock Test for Level I of the CFA Exam	Temple University Center City Campus 1515 Market Street Philadelphia, PA	11/23/2019
	Webinar: No Average Strategy: Increasing Returns While Managing Risk		11/22/2019
	Downtown Sustainable Investment Event: The Purpose of a Corporation	Racquet Club of Philadelphia 215 South 16th Street Philadelphia, PA	11/21/2019
	November Coffee Chat	WeWork 1900 Market Street, 8th Floor Philadelphia, PA	11/21/2019
	CFA Level I Problem Solving Classes	LeBow College of Business Drexel University 3220 Market Street Philadelphia, PA	11/20/2019
	Special Event: Annual Charter Awards Dinner	Racquet Club of Philadelphia 215 S. 16th Street Philadelphia, PA	11/7/2019
	Professional Development: Introduction to Data Science and Python for Finance	Temple University Center City 1515 Market Street Philadelphia, PA	10/18/2019
	Professional Development: Introduction to Data Science and Python for Finance	Temple University Center City 1515 Market Street Philadelphia, PA	10/18/2019
	Professional Development: Introduction to Data Science and Python for Finance	Temple University Center City 1515 Market Street Philadelphia, PA	10/17/2019
	Suburban Coffee Chat	Starbucks 218 Lancaster Avenue Wayne, PA	10/17/2019
	CFA Research Challenge Kickoff Luncheon	Offices of Hirtle Callaghan Five Tower Bridge, 300 Barr Harbor Drive, Conshohocken, PA	10/16/2019
	Suburban Happy Hour	Glenmorgan Bar and Grill Radnor Hotel 593 E. Lancaster Avenue St Davids, PA 19087	10/15/2019
	Women's Advisory Committee Suburban Event: Getting to the C-Suite	WorkMerk Conshy 100 Four Falls Corporate Center Suite 104 Conshohocken, PA	10/14/2019
	Suburban Luncheon: GIPS 2020 Update	Marriott Philadelphia West 111 Crawford Ave Gulph Mills, PA	9/26/2019

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