CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies

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 Special Event

​13th Annual Forecast Dinner

​On Thursday January 12, CFA Society Philadelphia held its 13th Annual Forecast Dinner at the Sheratown Downtown Hotel.  Over 400 guests attended this signature event.  Panelists included Ted Aronson, CFA, founder of AJO, Richard Bernstein,CEO, Richard Bernstein Advisors LLC, and Tobias Levkovich,Chief US Equity Strategist at Citigroup Global Markets.  Bob Pisani of CNBC returned for his eleventh straight year as the moderator of the event.

Thanks to Delaware Investments for its PRIME Sponsorship of the Forecast Dinner.

Forecast Dinner 2017 (crowd).jpg 

Bob Pisani at the podium leading the discussion at the Forecast Dinner


​​ 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, connection and inspiration;

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