Upcoming Events

2nd Annual Investment Roundtable DNA – Deliberate, Nimble, Active

Investment Roundtable | 3:00-5:15 PM We are excited to announce City of London Investment Group’s 2nd Annual Investment Roundtable event Tuesday, April 28th 2026, 3:00-5:15 pm in Newtown Square, PA at The Ivy at Ellis Preserve. Panel details forthcoming, topics to include: The Geopolitical Landscape: Risks, Realities & Implications AI Adoption in the Institutional Community Global Asset Allocation: Opportunities to be Active Social Networking | 5:30-7:30 PM Following the Investment Roundtable, please join us for a social event partnering with the Women in Investing Network (WIN) of Philadelphia and the CFA Society Philadelphia (CFAP) onsite. Click here to register

Suburban Luncheon: Rethinking Credit Allocations: Building More Resilient Portfolios in Public Mark

Correlations can shift across market regimes, and traditional fixed income diversification may prove less reliable amid heightened geopolitical uncertainty and volatility. As most allocators base their view on public credit exposures driven largely by spreads, they may be overlooking a broader and growing opportunity set beyond traditional bonds that are not “priced to perfection.” Join the Artisan Credit and EMsights teams for a discussion on idiosyncratic strategies across primarily US public below–investment-grade credit and global debt seeking to deliver low correlation and compelling risk-adjusted returns relative to broad market indices and risks.      Michael Fontaine is a director of Artisan Partners with responsibility for distribution and servicing of the strategies managed by the firm’s Credit team. He is also responsible for creation of the team’s investment content and communications. Prior to joining Artisan Partners, Mr. Fontaine was a principal with Third Street Partners. Before that, he was a director and co-portfolio manager with Willis Towers Watson. Earlier in his career, Mr. Fontaine was an analyst with Wells, Canning & Associates. Mr. Fontaine holds a bachelor’s degree in finance with a minor in economics from Iona College.      Jack Powers, CFA, is a portfolio specialist with responsibility for communication with investors and creation of investment content as well as distribution and servicing of the strategies managed by the firm’s EMsights Capital Group. Prior to joining Artisan Partners in October 2025, he served as vice president and portfolio specialist on the municipal bond product and portfolio strategy team at Eaton Vance. Before that, Mr. Powers held roles as an internal consultant for the banks and independents channel and as a mutual fund services representative at Eaton Vance. He holds dual bachelor’s degrees in economics and history from Boston College. Registration is free of charge. Click here to register

Sponsored Webinar: State Street ETF Spotlight: Prepare, Don’t Predict

Recent geopolitical developments (e.g., Iran, South America) and questions of Federal Reserve independence underscore a broader pattern of ongoing global tensions, contributing to a market environment of heightened complexity and uncertainty. The realities of geopolitical competition and persistent friction points have the potential to trigger risk-off moves in financial markets, exposing traditional portfolios to downside risks. In this context, investors may benefit from a multi-asset strategy that enhances portfolio resilience by expanding beyond a conventional mix of equities and nominal bonds.      Our presenter is Christopher Ward, Portfolio Manager for the SPDR® Bridgewater All Weather ETF (ALLW). Chris joined Bridgewater in 2009 and is currently a Portfolio Manager for the SPDR Bridgewater All Weather ETF. More broadly, Chris is a senior investor on Bridgewater’s Balanced Assets team where he is focused on the design, evolution, and oversight of Bridgewater’s All Weather Strategy (and other related multi-asset portfolio solutions). Chris had previously spent years leading a variety of product development efforts at Bridgewater, working closely with partners at leading financial institutions to make Bridgewater strategies more accessible to global wealth investors. Chris holds a B.A. in Engineering Modified with Economics from Dartmouth College.

Annual Meeting of Member and Charter Awards Ceremony

CFA Society Philadelphia is bringing members together in a meaningful way by combining the Annual Meeting of Members with the Charter Awards Ceremony into one unified event. This approach is designed to strengthen connections between newly awarded charterholders and current members, creating a shared space to celebrate achievement, exchange ideas, and reinforce the Society’s vibrant professional community. Attendees will experience both the important updates of the Annual Meeting and the inspiring recognition of new charterholders in a single, engaging program. The evening will take place at the Pyramid Club in Philadelphia, an iconic venue perched high above the city with sweeping panoramic views of the skyline. Known for its elegant, glass-wrapped architecture and refined atmosphere, the club provides a striking backdrop for both celebration and connection. Following the formal program, guests are invited to continue the conversation at a networking reception featuring food and drinks—an ideal setting to build relationships, reconnect with peers, and welcome the next generation of CFA charterholders into the community. Registration is free of charge.  This is a members-only event. Click here to register.

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 3 p.m. shotgun start. Or you can join a golf clinic to learn some foundational golf skills. 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 golf, 19th hole reception and dinner. There are several sponsorships available for this event. Learn more here . Registration: Individual: $95.00 Foursome: $380.00 Register here