Upcoming Events

Annual Private Wealth Management Conference

Click here to view the conference agenda. On December 7, 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 wealthy investors today.    This year’s conference will focus on registered investment advisors (RIA’s) and practice management. Sessions include: CIO Panel; Investing Best Practices; Alternative Investment Strategies; Wealth and Estate Planning Techniques. A full agenda with topics and speakers will be available soon. 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.   A number of corporate sponsorship are available. Click here to view the conference sponsor sheet. Click here to register.

CFAP Holiday Party

Ring in the 2023 holiday season at a CFAP Holiday Party! Meet up with your colleagues to celebrate the holidays in a fun and festive atmosphere. As with all CFAP Happy Hours, you are encouraged to bring a friend or colleague. Lite bites and a cash bar will be offered. Enjoy stunning 52nd floor views from the Pyramid Club as you network and socialize with other CFAP members. REGISTER HERE

Annual Forecast Dinner

Jason D. Pride, CFA - Chief of Investment Strategy and Research, Managing Director, Glenmede Jason directs the global economic and financial analysis regarding all asset classes and investment structures for Glenmede. He is a leading member of the Investment Policy Committee managing over $20 billion in assets for individuals and families. Jason has been Instrumental in the development and implementation of Glenmede's leading economic indicators, global return expectations, and mean-variance frameworks for overall portfolio management. He is a regular guest commentator and occasional guest host on CNBC, Bloomberg TV and Radio, Fox News and Fox Business News, NPR, and PBS.  Savita Subramanian – Managing Director at Bank of America Savita Subramanian is a managing director, head of Environmental, Social & Governance (ESG Research) and head of U.S. Equity & Quantitative Strategy at BofA Global Research. She is responsible for recommending U.S. sector allocations for equities and determining forecasts for the S&P 500 and other major U.S. indices, as well as developing and marketing the frm’s quantitative equity strategy to institutional and individual clients. She also leads Global Research’s Environmental, Social and Governance (ESG) eforts.  Ira Jersey - Chief U.S. Interest Rate Strategist at Bloomberg Intelligence Ira Jersey is the Chief U.S. Interest Rate Strategist at Bloomberg Intelligence, a division of Bloomberg LP, and is based in Princeton, NJ. He provides both top-down and bottom-up perspectives on U.S. Treasury, money market and related derivative markets including the impact of the Federal Reserve, Congressional policy, the Federal budget, and Treasury issuance. He regularly appears on Bloomberg TV and radio. His work can be found at BI RATES on the Bloomberg Terminal. We will also be welcoming back Bob Pisani as the moderator. A CNBC reporter since 1990, Bob Pisani has reported on Wall Street and the stock market from the floor of the New York Stock Exchange for nearly a decade. Pisani covered the real estate market for CNBC from 1990-1995, then moved on to cover corporate management issues before moving to the New York Stock Exchange in 1997. A number of corporate sponsorship are available. Click here to view the conference sponsor sheet. Registration Pricing:  Member - $90 Non-Member - $140 Table of 10 - $1,300 REGISTER HERE