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 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.
Diversity and Inclusion in Investment Management Conference – April
The conference addresses many of the pressing issues facing women and diverse groups in financial services. Topics will address diversity within the industry, at the organizational level, and specific to an individual’s career.
Endowment and Foundation Conference - June
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.