Upcoming Events

Annual Private Wealth Management Conference

On December 4th, CFA Society Philadelphia will host its annual program focused on private wealth and high net worth investors. This day-long conference will feature panel discussions and expert speakers from leading wealth advisors, trust and estate experts, and asset managers. The conference addresses many of the pressing issues facing investment managers and their clients.  Sessions include: CIO Perspectives Investing Best Practices Alternative Investment Strategies Wealth and Estate Planning Techniques A full agenda with speakers is available here .     We are pleased to have Bill Crager, co-founder and former CEO of Envestnet, as the conference keynote speaker. Bill played a pivotal role in transforming Envestnet into a leading managed solutions service provider with over $5.4 trillion in client assets and more than 107,000 advisors served. Recognized as an industry pioneer, Crager's vision focused on modernizing technology and integrating financial services to effectively serve the independent Registered Investment Advisor (RIA) space. Bill is currently a founding partner of iAltA. iAltA is a private markets infrastructure company focused on transforming how private investments are managed, distributed, and accessed. The firm’s mission is to unify the highly fragmented private markets ecosystem—streamlining fundraising, capital flows, investor engagement, and data analytics—into a single, interoperable digital platform. By connecting managers, investors, and advisors through integrated technology, iAltA aims to make private market opportunities more transparent, efficient, and accessible across the wealth management landscape. The event will be held at Convene CityView from 8:30 AM to 5:00 PM. Breakfast, lunch and refreshments will be served. A cocktail reception will be held immediately following the conference. Corporate sponsorships are available. Click here to view the conference sponsor sheet. Registration: CFA Society Members (all Societies): $175.00 Non-Members: $275 REGISTER HERE Thanks to our sponsors: Bronze sponsors: Luncheon Sponsor: Reception Sponsor: Event App Sponsor: Breakfast Sponsor: Association Sponsor:

Annual Holiday Party

Enjoy the holidays with your CFAP colleagues in the suburbs! We will gather in the Aronimink clubhouse for a night of good cheer. Aronimink Golf Club is a private Platinum Golf Club located just outside of Philadelphia in Newtown Square, Pennsylvania. The Club has a rich history dating back to 1896. Aronimink is conveniently located near most major highways, including I76, The Blue Route, I95 and the PA Turnpike. Lite bites and beverages will be served. This is a Members Only event. REGISTER HERE

CFAP Central PA Holiday Party

Join us in downtown Harrisburg for some holiday cheer and good conversation at Café Fresco. Harrisburg Magazine recently raved that Café Fresco is “simply the best downtown restaurant.” A variety of tasty appetizers and refreshments will be offered. As with all CFAP social events, you are encouraged to bring a guest. The event is open to CFAP members, CFA candidates and non-member professionals. You can sign up your guests when you register. This event is being produced by CFAP Central PA. CFAP Central PA is a special interest group of the Society. Its mission is to create programs and events for CFAP members and CFA candidates outside of the Philadelphia area. For more information on the group, e-mail us at [email protected]. REGISTER HERE