Upcoming Events

The Global Real Estate Cycle: What Happens Now & How To Capitalize On It

Understanding each stage of the real estate cycle is a vital part of being an investor. Although the housing market cycle is closely connected to the general economy, you can’t assume that they always correlate. As such, it’s important to know the four stages of the real estate cycle to help prepare for future investments.  This webinar will cover:  The current market environment and real estate’s response Looking at the cycle both from a long-term view and current – for signs of the inflection point The opportunity both in terms of overall market and sector themes Our presenter is Michael Hudgins, Senior Managing Director at Hines Securities. In his role, Michael provides views to investors on the strategic case and tactical/fundamental outlook for real assets. He produces bespoke research that contributes to Portfolio Construction, Portfolio Management, Product Development and Business Development for clients. Hines is a global real estate investment, development, and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates in 30 countries. Hines manages a $94.6 billion portfolio of high-performing assets across residential, logistics, retail, office, and mixed-use strategies.

Princeton Happy Hour with CFA Society New York

Join us for an exclusive joint Happy Hour event hosted by the CFAP and CFA Society New York (CFANY). This gathering offers a unique opportunity for members of both societies to connect and network in a relaxed atmosphere. Don’t miss this chance to meet fellow professionals and engage in enriching conversations.   This members-only event will be held at the Brick House Tavern + Tap on Route 1 in Princeton. The Brick House restaurants are known for their outstanding food and large variety of craft beers.   Complimentary lite bites and refreshments will be served.   Registration is free of charge. Thank you to the sponsors of the Princeton Happy Hour: PIMCO John Hancock Investment Management

CFAP Sustainable Investing Thought Leadership Group Monthly Webinar: Do We Need a Green Impact Excha

As we have discussed in past programs, there is no easy, reliable method for investors to ensure the companies they are supporting are actually delivering on their environmental and social promises. This disconnect has led to confusion in the marketplace and in extreme cases "greenwashing."  Is the solution to this problem the creation of a green impact exchange making it easier to find pro-ESG investments to add to your client’s green portfolios? Our panelists, Dan Labovitz, and Shelley Goldberg, will discuss the need for another exchange and whether investors will reward companies that list on a green impact exchange.  Our moderator for this panel, Sarah Friedman Hersh, is the Head of US/Enterprise ESG at Vanguard.  Dan Labovitz is the Co-Founder and CEO of the Green Impact Exchange (GIX). Prior to starting GIX, Dan worked in various positions at the New York Stock Exchange, where he was a senior regulatory attorney and ran the regulatory policy group responsible for market and trading rules. Dan has also served as a prosecutor for the Exchange, an independent regulatory monitor for the SEC and FINRA, and a consultant to broker-dealers, Fintech companies, and exchanges and trading venues for equities, options, and OTC derivatives. He earned his undergraduate and law degrees from New York University and has maintained his license to practice law in New York. Shelley Goldberg is the Chief Green Officer for GIX. She is responsible for developing and implementing strategies to promote environmental sustainability within the exchange's operations and among listed companies. Shelley managed her own energy fund, G3 Capital Partners, LLC, and ran the largest fund-of-funds devoted to natural resources with Swiss private bank, Union Bancaire Prive. She graduated from Tufts University, earning a Bachelor of Arts degree in political science and Spanish, and received a Master of Business Administration from New York University Stern School of Business in finance and international business. The CFAP Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue regarding the role of sustainable investing in today's capital markets and beyond. In particular, the group directs its attention to furthering an understanding and clarifying the risks and opportunities linked to environmental, social, and governance issues. If you have any questions regarding becoming part of the Sustainable Investing Thought Leadership Group, please contact CFAP member Michael Cosack at [email protected] .

Wilmington Special Event: Pickleball Outing

Join CFAP for an exciting evening event in Wilmington. We will visit the newly installed Pickleball courts at the prestigious DuPont Country Club . Pickleball is fun, social and friendly! The rules are simple, and the game is easy for beginners to learn, but can develop into a fast-paced, competitive game.   We have reserved several courts for our outing. An instructor will also be available at the event to guide new players.   Registration includes court and instruction time, and equipment rental. Lite bites and refreshments will be served on the club patio.   CFAP members can invite one guest to the event. Guests can be signed up when you register.   Registration: $50.00 per person. Register here.

Members-Only Special Event: Annual Golf Outing

CFAP and Women in Investing Network (WIN) Philadelphia invite you to experience an afternoon of golf and socializing at White Manor , a beautiful private club in Chester County. You have the choice of participating in a nine-hole team scramble format with a 3pm shotgun start. Or join a golf clinic followed by a four-hole team scramble format. You can choose your option when you register.   After golf, we will head to the White Manor clubhouse for appetizers, drinks, dinner and dessert.   Price includes range balls, golf with cart and 19th hole reception.   This event welcomes the first 48 people who register.   Registration: $95.00 Click here to register.