Upcoming Events

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