Upcoming Events

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

Sponsored Webinar: A Conversation on the Intersection of Fundamental and Quantitative Investing

Sponsored by: As quantitative investing has evolved to integrating vast alternative and behavioral datasets, we believe the edge now lies in how effectively information is built into a repeatable process. With the proliferation of these tools, the line between fundamental and quantitative investing has blurred. Most managers today operate somewhere on a spectrum, using systematic tools to evaluate opportunities more consistently and broadly. The challenge is that widespread adoption of the same risk models and the path to tracking error optimization has pushed many active managers, whether purely fundamental or quantitative, toward similar benchmark-aware positioning.  The implication for active management is significant: as portfolios increasingly mirror the index, the distinction between active and passive becomes more about labeling than genuine differentiation. We believe that true alpha potential requires moving beyond benchmark construction and implementing investment processes that leverage quantitative efficiency but are grounded in identifying attributes like valuation, fundamentals, and earnings that have demonstrated durability across full market cycles.   Our presenters: Alexander Atanasiu, CFA , is a Portfolio Manager on the Disciplined Equity Team at Glenmede Investment Management LP. His primary responsibility is managing a suite of equity strategies and conducting research on the development of new strategies. He is also responsible for management and oversight of the firm’s proprietary stock ranking tools, multifactor stock optimizations, assessment of leading indicator analysis, and development of analytical tools to support the portfolio management process. Mr. Atanasiu began his professional career with the company upon graduation from Swarthmore College where he holds dual degrees in engineering and physics. He received a Master of Business Administration with distinction with concentrations in quantitative finance and business analytics from The Stern School of Business at New York University. Mr. Atanasiu is a CFA ® charterholder. His market commentary has been quoted in periodicals such as Barron’s, The Wall Street Journal, The New York Times, Bloomberg, Risk.net, Business Insider, and The Financial Times. Ted Hart, CFA , is the Director of Institutional Markets for Glenmede Investment Management LP. In this role, Mr. Hart leads the sales effort for institutional and consultant relationships. Prior to joining GIM, Mr. Hart worked for Macquarie Asset Management, where he held several positions in their client solutions group focusing on institutional clients and consultant relations. Mr. Hart earned a Bachelor of Arts in economics from Georgetown University. He earned a Master of Business Administration in finance and international business from Villanova University. Mr. Hart is a CFA charterholder and a member of CFA Society Philadelphia. He holds FINRA Series 7 and 63 licenses. Registration is free of charge.

Special Event: Delaware State Treasurer Candidate Debate

Join us for an important and timely discussion featuring the candidates seeking to become Delaware’s next State Treasurer. As Delaware faces growing fiscal challenges—including revenue volatility, rising long-term obligations, infrastructure demands, and increasing pressure to maintain economic competitiveness—this debate will provide valuable insight into how each candidate plans to navigate the state’s financial future. The program will feature candidates for Treasurer: Ted Lauzen, Michael A. Smith. Candidates will discuss key issues including fiscal policy, investment oversight, debt management, economic development, and stewardship of public funds. Wilmington Country Club is known for its distinguished history, exceptional facilities, and championship golf tradition. Conveniently located near I-95 and Route 202, the club offers easy access for attendees traveling from throughout Delaware, southeastern Pennsylvania, and southern New Jersey. Confirmed candidates: Ted Lauzen is a seasoned financial analyst with more than two decades of experience across both the public and private sectors. His background includes investment strategy, fiscal management, and financial oversight. Michael A. Smith is an economist with extensive experience in government finance and public policy. He has been involved in shaping state budget initiatives and brings a data-driven perspective to treasury operations. This event presents a unique opportunity to hear directly from the candidates as they outline their visions for Delaware’s financial future and address the fiscal issues facing the state in the years ahead. Lite bites and refreshments will be served. Dress is business casual attire. Registration: CFAP Members: $15.00 Non-Members: $35.00 Click here to register