Upcoming Events

Suburban Happy Hour

Come join us for a night out in the suburbs! CFAP Happy Hours are a great way to unwind and catch up with colleagues. Our venue, The Great American Pub, is conveniently located in downtown Conshohocken, close to the PA Turnpike, The Schuylkill Expressway, and Route 476. Complimentary lite bites and refreshments will be served.   Avantis Investors is the proud sponsor of this event. Avantis Investors was created in 2019 to deliver value-added solutions at low fees. Today, thousands have placed trust in Avantis across a range of equity, fixed income, and real asset strategies. Click here to register

Downtown Special Event: De-globalization: Navigating a Historic Economic Regime Shift

Sponsored by Man Group and Co-Produced with The Bond Club of Philadelphia. Are we witnessing the end of four decades of neoliberal economic integration?  Man Group’s latest research which represents the findings from a bespoke project carried out for a large Canadian pension fund, suggests that deglobalization isn’t just another market cycle—it may represent a fundamental regime shift. Please join Dr Alex Preston, CFA (Head of Advisory at Man Group) on Thursday, March 19th to explore:     Economic Regime Change: Lessons from past transitions—from the Gold Standard to Bretton Woods to neoliberal globalization.     The Economics of Deglobalization: Forces behind protectionism, reshoring, and the rise of multipolar economic blocs.     Investment Implications: Insights into how structural shifts have shaped asset classes and market dynamics. This presentation also delivers new ways of using data and AI to establish the long-term impact of geopolitical shocks and regime shifts on portfolios, drawing on research from academics at Brown University and Oxford University.       Alex Preston, CFA, Head of Advisory, Man Group Alex Preston is Head of Advisory at Man Group, responsible for Advisory and for the firm’s client research collaboration with Oxford University, OMI Advisory. He was previously Head of Content at Millennium. Prior to that, he was Client Investment Strategist at Man Group, working for the firm from 2013 to 2020. Alex started his career in 2001 working for a credit hedge fund before moving to The Carlyle Group, where he was Head of Global Trading. He is a prize-winning author and journalist, writing regularly for The Economist, Financial Times and the Guardian. Alex graduated from the University of Oxford with an MA in English Literature, and holds a PhD from University College, London. He is a CFA charterholder. The presentation will be followed by a reception serving lite bites and refreshments. This is a members-only event. Click here to register Thanks to the sponsor of this event: