CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies


 Special Events

CFAP Hosts 14th Annual Forecast Dinner

All roads led to the Sheraton Philadelphia Downtown Hotel on January 11, 2018 as the CFA Society Philadelphia held the 14th edition of its Forecast Dinner. This annual occasion witnessed an impressive turnout as the best Finance minds in the area converged at this event, not just to network over dinner, but also to rub minds on the prospects that the investment landscape holds for 2018.

The evening commenced with the networking cocktail, which helped to ease the day’s tension while setting the mood for what the evening had to offer. This was soon followed by the multiple course dinner with 'diversified' offerings as is expecting of a gathering of investment professionals. With the dinner portion of the night successfully settled, Jeremy Tennenbaum, CFA, CFAP president set the ball rolling for the forecasting portion of the evening. He courteously welcome all present before handing the reins over to CNBC's ace broadcaster, Bob Pisani, to moderate the panel discussion.




All who had attended previous editions of the Forecast Dinner attest to the fact that CFAP strives to bring together erudite panelists who have earned their stripes in the industry, and as such deliver great value to the attendees. This year's panelist was no different, with specializations across the investment spectrum. First on the panel was John Leonard, CFA, Head of Equities at Macquarie Group, followed by Henry "Hank" Smith, Director and Co-CIO at Haverford Trust Company and finally John Hollyer, CFA, Principal and Global Head of Fixed Income at Vanguard. The topics touched on range from the record highs in the stock market (and if a correction was imminent), the impact of tax reform, the rise of cryptocurrencies and global economic tides, with all concluding that the run of the current bull market not being over just yet.  

​Not only was the Forecast dinner a success, it highlights the cal​​ibre of events CFAP has billed for 2018. You may visit the events page on our website to view and register for upcoming events.

CFA Society Philadelphia​​

Mission Statement 

To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.

Vision Statement:​

We aspire to a Society that:

serves our members and other financial professionals who seek education, knowledge, professional development, co​nnection and inspiration;

​sets the standard among Philadelphia-area investment and financial professionals on the topics of ethics and excellence of practice.



 Follow Us

Insta logo.jpgInsta logo.jpg

Downtown Happy Hour

6:00 PM - 8:00 PM