Upcoming Events

Downtown Happy Hour

Join us for a Downtown Happy Hour at Con Murphy's Irish Pub, conveniently located at 1700 Benjamin Franklin Parkway in the heart of Philadelphia. This casual networking event offers an excellent opportunity to connect with fellow CFA Society Philadelphia members, expand your professional network, and strengthen relationships within the investment community. Members are encouraged to bring a friend, colleague, or prospective member to experience the value and camaraderie of our society firsthand.   Whether you're looking to exchange industry insights, meet new professionals, or reconnect with familiar faces, this happy hour provides the perfect setting for meaningful conversations and new connections. Complimentary lite bites will be provided, and beverages will be available through a cash bar. Don't miss this enjoyable evening of networking, relationship-building, and community engagement. Register here

Annual Delaware Beaches Happy Hour

Join CFA Society Philadelphia, in partnership with CFA Society Baltimore and CFA Society Washington, D.C., for an evening of fun and networking at the Delaware Beaches Happy Hour.   Our venue is Nalu Surf Bar & Grill. Nalu serves up high quality ingredients from sashimi grade fish to Wagyu Beef in its fun upbeat island atmosphere.   Connect with fellow investment and finance professionals from across the Mid-Atlantic region while enjoying the relaxed atmosphere of Dewey Beach. Enjoy great conversation, coastal views, and the opportunity to build meaningful connections with members and guests from three CFA societies. We look forward to seeing you at one of Delaware's favorite beach destinations for an enjoyable summer evening!   Lite bites and refreshments will be served.   Registration is free of charge. Register here.  Sponsored by: JLAM is a boutique private real estate investment and development firm headquartered in Rehoboth Beach, Delaware. We help long-term investors navigate private real estate through disciplined underwriting and development insight earned on actual job sites, not just spreadsheets. That hybrid perspective is our edge.Since its founding in 2011, JLAM has deployed over $630 million in capital across residential, commercial, and private credit strategies, developing more than 3,000 residential lots, 1,000 multifamily units, and 1 million square feet of commercial real estate. The firm targets overlooked secondary and tertiary markets across the Southeast and Mid-Atlantic U.S. - places where thoughtful, flexible capital creates the most meaningful value and where institutional investors are too large and traditional lenders are too rigid. JLAM invests its own capital alongside its partners and maintains a commitment to transparency, alignment, and accountability in every relationship. JLAM: Investing in places people want to be.

Harrisburg Senators Outing

The CFAP Central PA planning group is pleased to announce its annual special event at the Harrisburg Senators. Come down to the ballpark for an exciting match-up between the Senators and the Flying Squirrels from Richmond, VA. Our gathering will take place in one of the ballpark’s luxury, air conditioned suites.   CFAP members and candidates are welcome to join, and are encouraged to bring friends, family, and colleagues. You can sign up to three guests when you register.   Registration is $35.00 per person. Registration includes a seat for the game, a dinner with ballpark fare, and an assortment of snacks and beverages.   We hope to see you there! Register here

September Coffee Chat

CFAP invites members and guests to its popular Coffee Chat Series, sponsored by the Women’s Leadership Initiative. These informal gatherings provide a welcoming setting for members to connect, exchange perspectives, and engage in meaningful conversations around pre-selected professional and leadership topics. Coffee Chats will be held on the third Wednesday of each month, alternating between locations in Center City and the Western Suburbs, making it easy for members across the region to participate and build new professional connections. Seating is limited to encourage an intimate, interactive discussion, so advance registration is strongly encouraged. Both men and women are welcome to attend.   The first Coffee Chat in the Series will explore Career Growth Without Sacrificing Authenticity: The Leadership Balancing Act . Participants will discuss the challenges of advancing professionally while staying true to their values and leadership style, with conversation focused on authenticity versus adaptability, executive presence, leadership transitions, sponsorship, and visibility, finding your voice, and leading with confidence rather than conformity. A brief Harvard Business Review pre-read, What Makes an “Authentic” Leader? will help frame the discussion, with The Authenticity Paradox offered as optional additional reading. The conversation will begin with the question, “Have you ever felt that advancing your career required you to behave in ways that did not feel natural to you?” and conclude with insights participants can use to develop a distinctive and authentic personal leadership brand.   Upcoming topics in the Series include:   The Leadership Tax: Why High Performers Often Get Rewarded with More Work The Power of Strategic Relationships Radical Candor & The Feedback Loop for Female Leaders Saying "No" to Non-Promotable Work, AKA Office Housework Redefining "Work-Life Balance" to "Work-Life Integration”   Coffe and breakfast bites will be served.   Registration is free of charge Click here to register

Suburban Sponsored Luncheon: Sector Opportunities: AI, Earnings & the Search for Market Leadership

AI infrastructure spending, shifting global trade dynamics, and evolving interest rate expectations are creating some of the biggest sector winners and losers in years. Join us for a timely discussion on how the macro environment, earnings trends, investor flows, and valuations are shaping opportunities across the equity market and influencing sector leadership today. We'll explore the investment implications of AI capex, manufacturing expansion, infrastructure spending, and energy market developments while highlighting where investors may be overlooking opportunities in challenged sectors. Attendees will leave with actionable ideas and a practical framework for navigating the changing sector landscape in the second half of 2026.   Our presenter is Jon Ferris, CFA . Jon is an ETF Sector Strategist at State Street Investment Management. In this role, he is responsible for developing and delivering sector-based investment thought leadership, working with financial advisors to demonstrate how sector ETFs can be used to construct portfolios, manage risk, and enhance client outcomes across market environments. Prior to joining State Street Investment Management, Jon held roles at Invesco, Vanguard, and Susquehanna International Group. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner designations. Jon received a Bachelor of Science from the University of Pittsburgh and an MBA from Penn State University.   Our luncheon will be held at the prestigious Aronimink Golf Club. Aronimink is conveniently located in Newtown Square, PA, with close proximity to Rt. 476, I95 and the PA Turnpike. Click here to register

Annual Endowments and Foundations Conference

CFAP is proud to host its forteenth annual program focused on endowments and foundations. This day-long conference will feature panel discussions and speakers from leading asset managers, non-profits, and subject matter experts in non-profit law and governance. The conference will address many of the pressing issues facing endowments, foundations and other philanthropic concerns.          We expect approximately 150 professionals to attend the conference, representing over 80+ organizations. The audience is a mix of investment management professionals, non-profit executives, attorneys and other professionals who are passionate about mission-driven work.   This year’s topics include:   Positioning Portfolios for Resilience in a World Rewired From RFP to Relationship: Choosing an Investment Provider with Confidence Crafting a North Star Investment Policy Statement Alternative Investments and Their Suitability in Portfolis   A complete agenda will be available shortly.   This year’s conference will be held at the College of Physicians of Philadelphia. The College is one of the nation’s oldest professional medical organizations and a distinguished center for the exploration of medicine, science, and public health. Founded in 1787, the College is housed in a historic National Historic Landmark building in Center City Philadelphia and is home to the renowned Mütter Museum and the Historical Medical Library. With its elegant architecture, rich history, and unique collections, the College provides an extraordinary setting that reflects Philadelphia’s longstanding contributions to medicine, education, and scientific discovery.   Several corporate sponsorship opportunities are available for the conference. Click here to view a Sponsor Sheet with sponsor levels and benefits.   The conference includes a full day's worth of programming, breakfast, lunch, and networking breaks.    Immediately following the conference, we will host a cocktail reception for the attendees in Philadelphia’s renowned Mütter Museum. The Mutter is one of the city’s most fascinating and memorable cultural institutions. Guests will enjoy refreshments, light bites, and engaging conversation in a truly unique setting surrounded by the museum’s extraordinary collections exploring medical history and the human body. This one-of-a-kind reception offers an unforgettable backdrop for networking and connecting with colleagues while experiencing one of Philadelphia’s most intriguing landmarks.   Registration:   CFA Members (all societies): $125.00   Non-Members: $220   Non-Profit Professionals: $50.00 Click here to register