CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies



 Day-Long Conferences

Endowment and Foundation Conference

On June 14, CFAP hosted a day-long conference for members and guests.  The Ninth Annual Endowment, Foundation and Philanthropy conference was held in Center City Philadelphia.  Over 200 attendees gathered in the Convene Cira Center conference facility to hear from a variety of experts on a range of topics affecting the charitable giving community.

CFAP produces two day-long conferences each year.  The next is the Annual High Net Worth and Family Wealth conference, scheduled for Thursday December 6.  These events typically sell out, so members are encouraged to register in advance to guarantee a spot.

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Alice Handy, Founder of Investure, shares her thoughts during the Keynote session, "Lessons Learned from a Career in the E&F World"..

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Mary Jane Bobyock, CFA of SEI, leads the panel in a discussion on "Investing with the Gender Lens".

Thank you to the sponsors of the Endowment Conference:




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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.