Past Events

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Past Events

	Title	Location Info	Date
	Annual Forecast Dinner	Sheraton Philadelphia Downtown 201 North 17th Street Philadelphia, PA	5/19/2022
	Sponsored Luncheon: Effective Portfolio Management During Stages of the Credit Cycle	Racquet Club of Philadelphia 215 South 16^th Street Philadelphia, PA	5/5/2022
	Water, Water, Everywhere		4/26/2022
	Changing the Face of Investment Management Through Leadership, Diversity, Equity, Inclusion and Belonging (DEIB) Conference	Convene CityView 30 S 17th Street Philadelphia, PA	4/13/2022
	Sponsored Luncheon: Effective Portfolio Management During Stages of the Credit Cycle	Racquet Club of Philadelphia 215 South 16^th Street Philadelphia, PA	4/12/2022
	CFAP/CAIA PA Joint Event: Portfolio for The Future	WorkMerk Conshy 100 Four Falls Corporate Center Suite 104 Conshohocken, PA	4/5/2022
	Sustainable Investing Thought Leadership Group Monthly Meeting: What Are the Relevant Social Considerations in Sustainable Investing?		3/30/2022
	Innovations in Rental Real Estate		3/30/2022
	Suburban Happy Hour	La Cabra Brewing 642 Lancaster Avenue Berwyn, PA	3/15/2022
	March Coffee Chat		3/10/2022
	Central Pennsylvania CFA Candidate Open House	Café Fresco Center City 215 North 2nd Street Harrisburg, PA	3/3/2022
	A Personal Journey of One Black Professional in the Investment Industry		2/23/2022
	Members Only Professional Development Webinar: Personal Productivity for Financial Professionals		2/15/2022
	"The Long and Winding Road" (Improving Your Team's Performance in a Remote Work Environment)		2/2/2022
	Sustainable Investing Thought Leadership Group Monthly Meeting: Impact, ESG and Private Equity…Philly Style		1/27/2022
	January Coffee Chat		1/20/2022
	POSTPONED: 18th Annual Forecast Dinner	Sheraton Philadelphia Downtown 201 North 17th Street Philadelphia, PA	1/13/2022
	Members Only Professional Development Webinar: Speed Reading for Financial Professionals		1/12/2022
	Holiday Party	Racquet Club of Philadelphia 215 S. 16th Street Philadelphia, PA	12/16/2021
	Downtown Sponsored Luncheon: Exchange-Traded Funds: The Next $10 Trillion in Assets		12/15/2021
	Annual Private Wealth Management Conference	Convene CityView 30 S 17th Street 17th and Market Streets Philadelphia, PA and Virtual!	12/2/2021
	Virtual Coffee Chat		11/18/2021
	Downtown Happy Hour	Frankford Hall 1210 Frankford Avenue Philadelphia, PA	11/16/2021
	Solving for the Income Conundrum Affecting Portfolios		11/9/2021
	Technical Indicators & Year-End Market Outlook		11/4/2021
	U.S. Real Estate Market Update		10/28/2021
	Sustainable Investing Thought Leadership Group Monthly Meeting: The Modern Portfolio Theory Myth: Easy to Understand, Powerful in its Explanatory Power, and Wrong		10/27/2021
	Infrastructure Challenges and Opportunities: A Joint Program with CFAP and CAIA Philadelphia		10/25/2021
	Electric Vehicles: The Evolving ESG and Impact Investing Landscape		10/20/2021
	CFAP Women's Leadership Initiative Fall Social	Overbrook Golf Club 799 Godfrey Road Villanova, PA	10/19/2021
	Venture Capital and Angel Investing In the Philadelphia Region	Ben Franklin Technology Partners Building 100 Innovation Center 4801 South Broad Street The Navy Yard, Philadelphia, PA	9/23/2021
	CFAP Sustainable Investing Thought Leadership Group Monthly Meeting: ESG Rating Dispersion: Reasons and Implications		9/22/2021
	SOLD OUT! Downtown Special Event: Bourbon and Bespoke: An Evening at Boyds Philadelphia	Boyds Philadelphia 1818 Chestnut Street Philadelphia, PA	9/21/2021
	Harrisburg Happy Hour	The Millworks 340 Verbeke Street Harrisburg, PA	9/16/2021
	Virtual Coffee Chat		9/16/2021
	SOLD OUT - Members Outing at the Philadelphia Phillies	Citizens Bank Park 1 Citizens Bank Way Philadelphia, PA	9/15/2021
	Professional Development Webinar: Everyone Has Something to Say - Master the Art of Public Speaking		9/8/2021
	Sustainable Investing Thought Leadership Group Virtual Meeting: A Conversation with the Principles for Responsible Investment (PRI) on Policy & Signatory Trends	Virtual	8/25/2021
	Venture Capital and Angel Investing In the Philadelphia Region	Ben Franklin Technology Partners Building 100 Innovation Center 4801 South Broad Street The Navy Yard, Philadelphia, PA	8/16/2021
	Members Outing at the Philadelphia Union	Subaru Park 1 Stadium Drive Chester, PA	8/4/2021
	Sustainable Investing Thought Leadership Group Virtual Meeting - The Inside View: Perspectives from Sustainability Officers		7/28/2021
	CFAP/WIN Golf Outing	Bluestone Country Club 711 Boehms Church Road Blue Bell, PA 19422	7/20/2021
	Investing in NFTs: What You Need to Know		7/15/2021
	Virtual Coffee Chat: Rethinking Work: Flexibility, Engagement and Return to Physical Work	virtual	7/15/2021
	Sustainable Investing Thought leadership Group Monthly Meeting: Sustainable Debt: Trends and Developments		6/30/2021
	Delaware Valley Arts and Cultural Organizations: The Impact of the Pandemic and On What the Future Holds		6/23/2021
	Virtual Annual Meeting of Members and In-Person Reception - Reception is SOLD OUT.	Aronimink Golf Club 3600 St Davids Rd Newtown Square, PA	6/17/2021
	Delaware Valley Higher Education: The Impact of the Pandemic and On What the Future Holds		5/26/2021
	Sustainable Investing Thought Leadership Group Monthly Meeting: Insights into the ESG Investment Policy Making Process		5/26/2021
	Virtual Coffee Chat		5/20/2021
	Annual Real Estate Panel		5/19/2021
	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

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