Corporate Partnerships

CFAP's Corporate Partner program is a strategic, year-long partnership designed with the intention to feature our most valued sponsors. When you partner with CFAP, your brand will be recognized as a supporter and thought leader in our industry.

Our Corporate Partner program offers sponsorship at all of our annual signature events, along with other opportunities throughout the year to raise awareness about your business. You'll get the chance to meet and network with our 2,500+ members and the thousands of other professionals who recieve our emails, attend our events and programs, and interact with our organization.

Here are some of the most valuable benefits of the Corporate Partner program:

  • Year-round logo visibility on CFAP's website home page with a link to your firm's website;
  • Establish your firm as a supporter of the Delaware Valley region’s largest investment community;
  • Gain valuable exposure to decision makers at the region’s firms. CFAP members are CEOs, CIOs, Partners, Principals, Managing Directors, Senior Portfolio Managers, Executive Vice Presidents, Senior Financial Analysts, Senior Advisors, and many more;
  • Experience premium sponsorship presence at CFAP's marquis event, the Annual Forecast Dinner (over 400 attendees);
  • Position your organization at the forefront of industry thought leadership;
  • Plan your annual marketing efforts with CFAP strategically during your marketing budget cycle.

Read more about our Corporate Partner levels below:

Bronze

$10,000

Bronze Level sponsorship at our signature events:

  • Annual Forecast Dinner
  • Annual Golf Outing
  • Endowments and Foundations Conference
  • Private Wealth Management Conference 

One free webinar or luncheon

Silver

$15,000

Silver Level sponsorship at our signature events:

  • Annual Forecast Dinner
  • Annual Golf Outing
  • Endowments and Foundations Conference
  • Private Wealth Management Conference 

One free webinar and luncheon

Gold

$25,000

Gold Level sponsorship at our signature events:

  • Annual Forecast Dinner
  • Annual Golf Outing
  • Endowments and Foundations Conference
  • Private Wealth Management Conference 
Two free webinars and luncheons

Company spotlight on your firm in our Quarterly Member Newsletter

Platinum

$30,000

Platinum Level sponsorship at our signature events:

  • Annual Forecast Dinner
  • Annual Golf Outing
  • Endowments and Foundations Conference
  • Private Wealth Management Conference 

Three free webinars and luncheons

Company spotlight on your firm in our Quarterly Member Newsletter

Logo and link on CFAP website homepage

About Our Signature Events

CFA Society Philadelphia typically holds four signature events each year. These events take place in downtown Philadelphia.

Annual Forecast Dinner - January

CFAP's signature event, The Forecast Dinner hosts over 400 professionals to hear our panelists offer their thoughts on the financial markets and the economy for the year ahead. The moderator of the panel each year is CNBC’s Bob Pisani. 

Annual Golf Outing - June

Our annual golf outing is co-produced with WIN Philadelphia. It is held each year at a private club where attendees have the opportunity to play a round of golf, and socialize and network during dinner.

Endowment and Foundation Conference - October

This day-long conference features keynote speakers and expert panelists who discuss challenges facing investment professionals and their clients in the areas of endowments, foundations and philanthropy.

Private Wealth Conference - December

Keynote speakers and expert panelists present issues and solutions facing the wealth management community at this day-long conference.  

Current Corporate Partners